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 Personal Banking Diploma

Overview:
This curriculum addresses the appropriate mix of banking knowledge and skills leading to success for Personal Bankers/Financial Services Representatives.

Required Courses:
You must complete the following courses.

Principles of Banking
Building and Retaining Customer Relationships
Consumer Credit Products
Cross-selling Deposit Products
Dealing Effectively with Co-workers
Effective Referralss
Ethical Issues for Bankers
Fundamentals of Consumer Lending
Introduction to Relationship Selling
Managing Time at Work
Overview of Financial Statements
Profiling Mortgage Prospects
Regulatory Compliance for Personal Bankers
Teleconsulting
Writing Bank Correspondence


Diploma worksheet


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