Customer Service Representative Certificate

Customer Service Representative Certificate

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This certificate builds skills used by front-line banking personnel who are primarily responsible for handling routing banking transactions.

Price: $595 members; $795 non-members

Member Online Enrollment | Non-Member Online Enrollment
The ABA Customer Service Representative Certificate is also available at discounted prices under an annual license.  Call or email for details.
Course Description:  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 regulatory compliance, business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.
All 10 courses must be successfully completed in order to earn the ABA Customer Service Representative Certificate.
The estimated time to complete these 10 courses is approximately 25 hours. Students have access to the curriculum for 1 year from date of purchase.  
*ABA Principles of Banking may be substituted.
Required courses:
Banking Today
Building and Retaining Customer Relationships

Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Client Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling

Telephone Etiquette
Understanding Bank Products

The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Ron Arrigo
Senior Vice President, Education and Administration