P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N
A Provider of AIB Products

AIB Small Business Banking Certificate

Overview:
The AIB Small Business Banking Certificate is primarily for relationship managers who need the skills to build a relationship-centric sales approach, engage customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale.

This curriculum provides an approach to building trusted relationships with business banking customers – as a means to both retain and grow your current book of business. And to attract new accounts from business customers of other institutions who may feel their needs are not being fully met. It focuses on the process needed to identify sales prospects and close the deal, and not on making the credit decision.

Required Courses:
You must complete the following courses.

Banking Today
Calling on Small Business Customers
Credit Products for Small Businesses
Deposit Products and Services for Small Businesses
Fundamentals of Small Business Banking
Introduction to Analyzing Financial Statements
Personal Tax Return Analysis
Relationship Selling to Small Business Customers
Servicing and Growing Small Business Relationships
Small Business Borrowing (available soon)




Online Certificate Curriculum Option

This AIB Certificate can also be taken entirely online as a self-paced certificate curriculum.

The AIB Small Business Banking Certificate is primarily for relationship managers who need the skills to build a relationship-centric sales approach, engage customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale.

This curriculum provides an approach to building trusted relationships with business banking customers – as a means to both retain and grow your current book of business. And to attract new accounts from business customers of other institutions who may feel their needs are not being fully met. It focuses on the process needed to identify sales prospects and close the deal, and not on making the credit decision.

All 10 courses must be successfully completed in order to earn the AIB Small Business Banking Certificate.


Cost: Members $595   •   NonMembers $795

License Option: Courses are also available at discounted prices under an annual license. Learn More

Course Credits: AIB: 1.00 ; ICB: 0

Prerequisites: None

Required Software: None

Optional Software: Adobe Acrobat Reader and RealPlayer




PBA Contact: Jackie Catalano (717) 255-6939 jCatalano@paBanker.com