AIB Diplomas & Certificates

 

AIB CUSTOMER SERVICE REPRESENTATIVE CERTIFICATE

Self-paced online:  ABA eLearning  
Price: $595 members; $795 non-members  
Print Registration Form     Enroll Online
This price includes all self-paced online courses listed below.  The AIB
Customer Service Representative Certificate is also available at discounted prices under an annual license.  Call or email for details.

Course Description: 
The AIB Customer Service Representative Certificate addresses the knowledge and skills necessary to achieve superior performance in this important position within the bank. Customer Service Representatives (CSRs) conduct basic banking transactions and cross-sell bank products and services. Successful CSRs respond to customer needs with a thorough understanding of retail products and services and resolve customer problems with knowledge of pertinent bank policies and procedures.

In addition to courses that address sales and customer service, the curriculum also emphasizes regulatory compliance, business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.

All 11 courses below must be successfully completed in order to earn the AIB Customer Service Representative Certificate.

·         Banking Today

·         Building and Retaining Customer Relationships

·         Cross-Selling Deposit Products

·         Dealing Effectively with Co-Workers

·         Effective Referrals

·         Ethical Issues for Bankers

·         Introduction to Relationship Selling

·         Regulatory Compliance for Customer Service Representatives

·         Revitalizing Customer Service

·         Telephone Etiquette

·         Understanding Bank Products

The AIB Customer Service Representative Certificate meets the pre-certification education requirements for the Certified Customer Service Representative (CCSR) designation through the Institute of Certified Bankers (ICB).

Credit:  AIB:  4.25

Questions? Contact elegg@nyba.com or call 212-297-1679.

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