ABA Customer Service Representative Certificate

The ABA 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 business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.

Required Courses

  • Banking Basics*
  • Communication Basics
  • Dealing Effectively with Co-workers
  • Effective Referrals
  • Ethical Issues for Bankers
  • Online Communication
  • Overcoming Objections
  • Relationship Sales
  • Understanding Bank Products
  • Verbal Communication
  • Why Quality Service Matters
  • Written Communication

*Course waived if Banking Fundamentals or Principles of Banking has been taken.

The estimated time to complete these 12 courses is approximately 10 hours. Students have access to the curriculum for 1 year from date of purchase.


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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Retail Banking, Marketing & Sales Training
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Course / Seminar Price: $795
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