CAREER DEVELOPMENT For many banks it is a challenge to identify the most appropriate training for individual employee career development. To help you with that process, we have begun to develop a series of career paths for various functional positions. These "paths" are designed to be flexible and should not be seen as prescribed curricula.  Rather, we are suggesting various ways to help your employees build the knowledge and skills needed to succeed in their current roles and prepare for future growth opportunities. In building these career paths, we have incorporated programming in a variety of delivery methods. What works best for one employee might not work for another.  These paths will be modified as we continue to evaluate new offerings. We welcome your input as we build this member resource.  Please contact Elisa Legg at 212-297-1679 or elegg@nyba.com. Click on the links below to see each track by position.    Commercial Lender Small Business Banker Branch Manager Teller Personal Trust Officer Commercial Lender Recommended Courses AIB/ABA eLearning Courses - Building a Foundation Principles of Banking AIB Online course Analyzing Financial Statements AIB Online course General Accounting AIB Online course Evaluating and Structuring Commercial Loans ABA eLearning The Lending Decision Process RMA/ABA eLearning The Commercial Real Estate Lending Decision Process RMA/ABA eLearning Building Credit Skills - Basic to Advanced Making the Commercial Credit Decision - NYBA 6-day off-site School of Commercial Lending - PBA 1-week off-site ABA National Commercial Lending School 1-week off-site ABA Graduate Commercial Lending School 1-week off-site Additional Courses to Build Deeper Knowledge Identifying Potential Problem Loans GSB online seminar Originating Profitable Loans GSB online seminar Predicting Portfolio Credit Quality GSB online seminar Advanced Cash Flow and Loan Structure Analysis GSB online seminar Specialized Courses – Agricultural Lending Introduction to Agricultural Lending AIB Online course Northeast Agribusiness Seminar 2-day off-site General Bank Management Stonier Graduate School of Banking 2 or 3 1-week sessions, off-site ICB Certification – Certified Lender Business Banker Small Business Banker Recommended Courses AIB Courses - Building a Foundation Principles of Banking AIB Online course 1st Year General Accounting AIB Online course 1st - 2nd Year Analyzing Financial Statements AIB Online course 1st –2nd Year Law and Banking: Principles or Applications AIB Online course After 1st Year Money and Banking AIB Online course After 1st Year Building Credit Skills - Basic to Advanced Overview of Financial Statements ABA eLearning course 1st – 2nd year Intro to Analyzing Financial Statements ABA eLearning course 1st – 2nd year Commercial Credit Fundamentals - NYBA 3-day off-site 1st Year Business Cash Flow Basics for Branch Managers and Small Business Lenders GSB Online seminar Anytime Keys to Understanding Personal Cash Flow from Tax Returns GSB Online seminar Anytime Making the Commercial Credit Decision - NYBA 6-day off-site 1-5 years School of Commercial Lending - PBA 1-week off-site After 2-4 years ABA National Commercial Lending School 1-week off-site After 5 years ABA Graduate Commercial Lending School 1-week off-site After 5 years       Building Relationship Management Skills Fundamentals of Small Business Banking ABA eLearning course 1st – 2nd year Calling on Small Business Customers ABA eLearning course 1st – 2nd year Servicing and Growing Small Business Relationships ABA eLearning course 1st – 2nd year Credit Products for Small Businesses ABA eLearning course 1st – 2nd year Deposit Products and Services for Small Businesses ABA eLearning course 1st – 2nd year Retirement Products for Small Businesses ABA eLearning course 1st – 2nd year Ethical Issues for Bankers ABA eLearning course 1st - 2nd year General Bank Management Stonier Graduate School of Banking 1-week off-site After 8-10 years ICB Certification - Certified Lender Business Banker (CLBB) Branch Manager AIB Retail Branch Management Diploma AIB Banking & Finance Diploma Recommended Courses Principles of Banking or Banking Today AIB online course 1st – 2nd year Introduction to Relationship Selling ABA eLearning course 1st – 2nd year Managing Employee Relations ABA eLearning course 1st – 2nd year Successful Sales Campaigns ABA eLearning course 1st – 2nd year Rewards & Recognition ABA eLearning course 1st – 2nd year Hiring the Best ABA eLearning course 1st – 2nd year Ethical Issues for Bankers ABA eLearning course 1st – 2nd year Sales Coaching in the Bank ABA eLearning course 1st – 2nd year Performance Management ABA eLearning course 1st – 2nd year       Additional Courses Partnership Selling: How to Make an Effective Sales Call GSB online seminar ongoing Relationship Selling: Calling on Top Retail Customers GSB online seminar ongoing Eight Habits of Effective Bank Managers GSB online seminar ongoing Consumer Lending AIB online course 1st – 2nd Year Sales Skills various ongoing Compliance Issues various ongoing       See also Small Business Banker and Consumer Lender positions       Schools Stonier Graduate School of Banking 1-week, off-site After 8-10 years Teller AIB Teller Certificate AIB Customer Service Representative Certificate Recommended Courses – Teller Operations/Customer Service Today’s Teller AIB online course 1st Year Banking Today ABA eLearning 1st – 2nd Year Business Etiquette   ABA eLearning 1st – 2nd Year Cross-Selling Deposit Products ABA eLearning 1st – 2nd Year Dealing Effectively with Co-Workers ABA eLearning 1st – 2nd Year Effective Referrals ABA eLearning 1st – 2nd Year Revitalizing Customer Service ABA eLearning 1st – 2nd Year Telephone Etiquette in-house 1st – 2nd Year BSA for the Frontline Telephone Seminar 1st Year FDIC Deposit Insurance Telephone Seminar 1st Year       Additional Courses Managing Time at Work ABA eLearning 1st – 2nd Year Ethical Issues for Bankers ABA eLearning 1st – 2nd Year Introduction to Relationship Selling ABA eLearning 1st – 2nd Year Consumer Credit Products ABA eLearning 1st – 2nd Year Fundamentals of Small Business Banking ABA eLearning 1st – 2nd Year Principles of Banking AIB online course 2nd – 3rd Year Security Issues video training ongoing Other Compliance Issues various Personal Trust Officer AIB Personal Trust Diploma ICB Certification - Certified Trust & Financial Advisor (CTFA)   Recommended Courses     Trust Administration School 1-week off-site 1-5 years experience     Building Trust Expertise (Personal Trust Curriculum - Level 1) ABA eLearning courses AIB Online course Entry Level       Personal Trust Curriculum - Level 2 ABA eLearning courses 2+ years     Personal Trust Curriculum - Level 3 ABA eLearning courses 3+ years                         Additional Courses     USA Patriot Act ABA eLearning ongoing     Bank Secrecy Act ABA eLearning ongoing     Other compliance issues ABA eLearning ongoing     Ethical Issues for Bankers ABA eLearning ongoing     Introduction to Relationship Selling ABA eLearning ongoing     Understanding Financial Planning ABA eLearning ongoing               Resources     Personal Trust Resource Series ABA Publication           Elisa R. Legg Senior Vice President, Education (212) 297-1679 elegg@nyba.com