Career Tracks

 

CAREER TRACKS

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.

Click on the links below to see each track by position.   

Click here for a printer-friendly .pdf version.

Commercial Loan Officer

Small Business Banker

Branch Manager

Teller

Personal Trust Officer


Commercial Loan Officer

AIB Lending Diploma (Consumer, Commercial or Mortgage)

ICB Certification – Certified Lender Business Banker

Recommended Courses – Credit Skills

Essentials of Commercial Lending

3-day off-site

1st Year

Commercial Lending

AIB online course

1st – 2nd Year

Analyzing Financial Statements

AIB online course

1st – 2nd Year

Intermediate Cash Flow Analysis

2-day off-site

After 1-2 years

Central Atlantic School of Commercial Lending

1-week off-site

After 2-3 years

ABA Graduate Commercial Lending School

1-week off-site

After 5 years

 

 

 

Specialized Courses – Agricultural Lending

Agricultural Lending

AIB online course

1st – 2nd year

Northeast School of Agricultural lending

1-week off-site

After 2-3 years

Northeast Agribusiness Seminar

2-day off-site

After 3 years

Agricultural Workshop

1-day off-site

ongoing

Agricultural Lending in the 21st Century

GSB online seminar

After 3-5 years

 

 

 

Additional Courses

Financial Accounting

AIB online course

After 1st Year

Law and Banking: Principles or Applications

AIB online course

After 1st Year

Money and Banking

AIB online course

After 1st Year

Principles of Banking

AIB online course

1st Year

Problem Loan Workouts

AIB online course

After 1st Year

Loan Documentation Seminar

Telephone seminar

ongoing

Identifying Potential Problem Loans

GSB online seminar

ongoing

Originating Profitable Loans

GSB online seminar

ongoing

Predicting Portfolio Credit Quality

GSB online seminar

ongoing

Advanced Cash Flow and Loan Structure Analysis

GSB online seminar

ongoing

Sales Skills

various

ongoing

Compliance Issues

various

ongoing

 

 

 

General Bank Management

Management School for Career Development

3 1-week sessions, off-site

After 4-7 Years

Stonier Graduate School

2 1-week sessions, off-site

After 8-10 years

Small Business Banker

AIB Lending Diploma (Commercial, Consumer, Mortgage)

ICB Certification - Certified Lender Business Banker (CLBB)

Foundation Courses - Small Business Banking

Calling on Small Business Customers

ABA eLearning course

1st – 2nd year

Servicing and Growing Small Business Relationships

ABA eLearning course

1st – 2nd year

Intro to Analyzing Financial Statements

ABA eLearning course

1st – 2nd year

Fundamentals of Small Business Banking

ABA eLearning course

1st – 2nd year

Overview of Financial Statements

ABA eLearning course

1st – 2nd year

Credit Products for Small Businesses

ABA eLearning course

1st – 2nd year

Retirement Products for Small Businesses

ABA eLearning course

1st – 2nd year

 

 

 

Foundation Courses - Small Business Banking

Essentials of Commercial Lending

3-day off-site

1st Year

Commercial Lending

AIB online course

1st – 2nd Year

Analyzing Financial Statements

AIB online course

1st –2nd Year

Intermediate Cash Flow Analysis

2-day off-site

After 2-3 years

Central Atlantic School of Commercial Lending

1-week off-site

After 2-4 years

ABA Graduate Commercial Lending School

1-week off-site

After 5-7 years

 

 

 

Additional Courses

Financial Accounting

AIB online course

After 1st Year

Law and Banking: Principles or Applications

AIB online course

After 1st Year

Money and Banking

AIB online course

After 1st Year

Principles of Banking

AIB online course

1st Year

Enhancing Value and Building Relationships with Business Customers

GSB online seminar

ongoing

Key Issues in Managing a Lending Relationship

GSB online seminar

ongoing

Sales Skills

various

ongoing

Compliance Issues

various

ongoing

 

 

 

General Bank Management

 

 

Management School for Career Development

Three 1-week sessions, off-site

After 4-7 Years

Stonier Graduate School of Banking

1-week off-site

After 8-10 years

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

Profitable Accounts

in-house

1st – 2nd year

Identifying & Leveraging Target Markets

in-house

1st – 2nd year

Successful Sales Campaigns

ABA eLearning course

1st – 2nd year