ABA Retail Certificates

Post Walt Lyons

The American Bankers Association offers a variety of certificates for retail professionals.

Bank Solutions Provider certificate

Member | Non-Member

Develop a broad understanding of the banking business. For organizations that provide products and services to the banking industry, enable your team to better know their bank customers – from the terminology they use to the constructs under which they operate. By completing the ABA Bank Solutions Provider Certificate curriculum, you’ll strengthen your knowledge of the language of bankers, core products, and the regulatory and ethical constraints under which banks operate.

Bank Teller certificate

Member | Non-Member

Develop essential bank teller skills. Master core competencies such as cash handling, check cashing, deposit and withdrawal processing, cash payments, and daily settlements of teller cash and proof transactions. Develop a broad understanding of bank products. Build interpersonal skills that are effective with both customers and co-workers. Master the principles of professional conduct. Learn how to cultivate relationships and provide value-added service.

Branch Manager certificate

Member | Non-Member

Develop skills essential to successful management. Hone your knowledge of banking and banking operations. Develop expertise in deposit and loan products, as well as sales management and customer service. Build strong communication skills. Gain insight into effectively managing staff and creating a culture of excellence. Explore techniques to raise the bar for delivering quality customer service.

By completing the ABA Branch Manager Certificate curriculum, you’ll strengthen your ability to manage branch office operations.

certificate in Bank Financial Management

Member | Non-Member

Develop foundational skills for making key decisions that affect bank profitability. Learn how to conduct performance analyses. Discover ways to measure and manage interest rate risk. Explore best practices in managing funding, liquidity and capital. Demonstrate understanding by applying concepts in organization-specific exercises.

By completing the ABA Certificate in Bank Financial Management curriculum, you’ll strengthen your knowledge of sound financial management in a banking institution.

Customer Service Representative certificate

Member | Non-Member

Develop the key skills essential to successful customer service and relationship-building. Gain a broad understanding of bank products to be able to better cross-sell products and services. Learn ways to cultivate relationships with customers and discover tactics for responding to customer needs. Become better able to successfully resolve customer problems and objections.

By completing the ABA Customer Service Representative Certificate curriculum, you’ll strengthen your ability to provide a quality customer service experience.

Personal Banker certificate

Member | Non-Member

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. Gain insight into how to offer the appropriate credit, deposit, and other banking services to meet customer needs and expectations. Learn best practices for cultivating customer relationships. 

By completing the ABA Personal Banker Certificate curriculum, you’ll strengthen your ability to drive sales and service, as well as retain and grow customer relationships.

Supervisor/Team Leader certificate

Member | Non-Member

Develop skills critical for becoming a well-rounded leader – whether with or without direct reports. Build communication skills for a variety of situations: including: collaboration, coaching, motivation, recognition, and corrective action. Gain insight into better managing employee relations and fostering open communication among staff members. Explore ways to interview, evaluate, and select employees while being mindful of legal considerations. Discover ways to manage the change process and communicate changes with stakeholders.

By completing the ABA Supervisor/Team Leader Certificate curriculum, you’ll strengthen your ability to effectively lead teams and supervise employees.

Universal Banker certificate

Member | Non-Member

Develop the key skills for catering to a new customer mindset. Explore multiple ways to fulfill customers’ sales, service, and referral needs as their single point-of-contact. Master cash handling and basic transactional skills. Perfect product and service sales skills. Discover ways to build relationships and create referrals to other lines of business

By completing the ABA Universal Banker Certificate curriculum, you’ll be able to grow into your role as a reliable point-of-contact for customers.