In completing the Personal Banker Certificate, you'll gain insight into how to offer the appropriate credit, deposit, and other banking services to meet customer needs and expectations.
Personal Banker Certificate
Member Price: $795
Develop essential skills for providing full-service banking. Build broad product knowledge and an understanding of the different types of retail deposit and loan products.
Required Courses:
- Banking Basics Suite (12 courses)
- Communication Basics Suite (3 courses)
- Effective Referrals Suite (2 courses + 1 exercise)
- Ethical Issues for Bankers
- Fundamentals of Consumer Lending Suite (2 courses)
- Fundamentals of Small Business Banking Suite (2 courses)
- Introduction to Analyzing Financial Statements
- Making the Client Call Suite (3 courses + 1 exercise)
- Managing Time at Work
- Online Communication Suite (2 courses)
- Overcoming Objections Suite (3 courses + 1 exercise)
- Relationship Sales Suite (2 courses + 1 exercise)
- Sales Planning Suite (3 courses + 1 exercise)
- Understanding Business Bank Products Suite (4 courses)
- Understanding Consumer Bank Products Suite (8 courses)
- Verbal Communication Suite (3 courses)
- Written Communication Suite (3 courses)
Professional Certifications: 1.5 CAFP, CRCM; 1.25 CFMP, CSOP; 1 CCTS, CISP, CRSP, CTFA
The estimated time to complete these 55 courses and exercises is approximately 13.5 hours.
Member $795.00
Non-Member $995.00
You register online by clicking the certificate title above, or using the registration form below.
