AIB Personal Banking Certificate

This course of study, leading to 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. They require broad product knowledge, including specific understanding of the different types of retail deposit and loan products, which are covered in this curriculum.

Required Courses

You must complete the following courses.  You may download a PDF of the requirements here.

• Banking Today
• Building and Retaining Customer Relationships
• Consumer Credit Products
• Cross-Selling Deposit Products
• Dealing Effectively with Co-Workers
• Effective Referrals
• AIB 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
• Writing Bank Correspondence

Online Certificate Option

This AIB Certificate can also be taken entirely online as a self-paced certificate curriculum. Click here for more information and to purchase all the required courses at a discounted price.

Questions? Please contact Jason Radlinger for more information.