AIB Personal Banking Certificate Curriculum

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The curriculum for the AIB Personal Banking Certificate addresses the appropriate mix of banking knowledge and skills for Personal Bankers, sometimes referred to as Financial Services Representatives or Financial Services Associates, to provide full-service banking to customers by providing appropriate credit, deposit and other banking services that meet customer needs and expectations.

Personal Bankers often drive the sales and service function in the bank office or branch and call on potential and current customers to develop new business relationships and to support customer retention strategies. And they require broad product knowledge, including specific understanding of the different types of retail deposit and loan products which are covered in this curriculum. They must also have a fundamental understanding of banking and banking regulations affecting the position.

All courses, as well as those in Regulatory Compliance for Personal Bankers, must be successfully completed in order to earn the AIB Personal Banking Certificate. 

• Banking Today 
• Building and Retaining Customer Relationships: Parts 1 and 2
• Consumer Credit Products 
• Cross-Selling Deposit Products 
• Dealing Effectively with Co-Workers 
• Effective Referrals
• Ethical Issues for Bankers 
• Fundamentals of Consumer Lending 
• Introduction to Relationship Selling  
• Managing Time at Work  
• Overview of Financial Statements  
• Regulatory Compliance for Personal Bankers 
• Teleconsulting: Parts 1 and 2
• Writing Bank Correspondence 

Questions? Please contact training@aba.com for more information.