AIB CERTIFICATES

Each AIB Certificate provides a comprehensive curriculum and focuses on skills that can be immediately applied to a career path.  AIB Certificates help build banking knowledge, skills and credentials.

New More Convenient, More Affordable Option!!
If you're a self-starter and comfortable learning on your own, AIB Certificates are easily completed via ABA eLearning in a convenient, self-paced online format at a total cost of $595 per certificate for NYBA members; $795 non-members.  Click Certificate headings below for more details. 
Print Enrollment Form - indicate the desired certificate; you will be enrolled in all courses required for completion of the certificate
Click here to enroll online.

Banks may also take advantage of affordable team pricing to put a group of employees through one or more certificates at a significant cost savings.  Call or email for details.

Questions: Contact Elisa Legg at (212) 297-1679 or elegg@nyba.com .

AIB Call Center Representative Certificate     Apply Now (pdf)
This certificate addresses the knowledge and skills necessary to become a superior Call Center Representative.  In addition to fundamental understanding of banking and banking regulations, required courses emphasize telephone skills, product knowledge, sales and customer service.

    Required Courses
    Telephone Etiquette
    Revitalizing Customer Service
    Introduction to Relationship Selling
    Cross-Selling Deposit Products
    Effective Referrals
    Understanding Bank Products
    Regulatory Compliance for Call Center Representatives
    Banking Today
    Ethical Issues for Bankers
    Dealing Effectively with Co-Workers
   Teleconsulting

AIB Customer Service Representative Certificate     Apply Now (pdf)
This certificate builds skills used by frontline banking personnel who are primarily responsible for handling routing banking transactions. 

    Required Courses
    Cross-Selling Deposit Products
    Telephone Etiquette
    Revitalizing Customer Service
    Building and Retaining Customer Relationships
    Introduction to Relationship Selling
    Effective Referrals
    Understanding Bank Products
    Regulatory Compliance for Customer Service Representatives
    Dealing Effectively with Co-Workers
    Banking Today
    Ethical Issues for Bankers

AIB Personal Banking Certificate     Apply Now (pdf)
This certificate addresses the mix of banking knowledge and skills for Personal Bankers (or Financial Services Representatives or Financial Services Associates) who provide full-service banking to meet customer needs.  

    Required courses
    Banking Today
    Building and Retaining Customer Relationships
    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    
    Tele-consulting
    Writing Bank Correspondence

AIB Small Business Banking Certificate     Apply Now (pdf)
This certificate is primarily for relationship managers who need the skills to build a relationship-centric sales approach, engage customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale.

   Required Courses
   AIB Banking Today
   Calling on Small Business Customers
   Credit Products for Small Businesses
   Deposit Products and Services for Small Businesses
   Fundamentals of Small Business Banking
   Introduction to Analyzing Financial Statements
   Personal Tax Return Analysis
   Relationship Selling to Small Business Customers
   Servicing and Growing Small Business Relationships
   Small Business Borrowing

AIB Supervisor Certificate     Apply Now (pdf)
This certificate prepares new and potential first-level supervisors to handle people management duties, by building the skills and practical knowledge needed for success.  This certificate is also available as an AIB Online course, Supervisor Certificate, plus Banking Today.

    Required Courses
    Banking Today
    Hiring the Best
    Performance Management
    Coaching for Success
    Rewards and Recognition
    Corrective Action
    Managing Employee Relations
    Ethical Issues for Bankers

AIB Team Leader Certificate     Apply Now (pdf)
This certificate is designed to develop the skills needed to lead a team to accomplishing its goals.  It is designed for bank personnel who direct the daily work of others, whether or not they have direct supervisory responsibility for those people. 

    Required Courses
    Banking Today
    Dealing Effectively with Co-Workers
    Coaching for Success
    Rewards and Recognition
    Writing Bank Correspondence
    Managing Change
    Meetings that Work
    Presentation Skills

AIB Bank Teller Certificate     Apply Now (pdf)
This certificate addresses the critical technical skills of the teller position through Today's Teller and other courses that address practical knowledge and applied skills in banking, regulatory compliance for tellers, and customer service and sales.

    Required Courses
    Today's Teller: Developing Basic Skills
    Introduction to Relationship Selling
    Revitalizing Customer Service
    Effective Referrals
    Regulatory Compliance for Tellers
    Banking Today
    Ethical Issues for Bankers
    Business Etiquette
    Dealing Effectively with Co-Workers

The New York Bankers Association is a Local ABA Training Provider.

Questions:  Call NYBA Professional Development at 212-297-1679 or email elegg@nyba.com.