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 Retail Branch Management Diploma

Overview:
Retail Branch Managers require breadth and depth of banking knowledge and related skills to be successful. Their jobs are among the most challenging and rewarding ones in banking. Retail Branch Managers manage the activities of branch offices and offer deposit and loan products to businesses and individuals. The responsibilities of Retail Branch Managers require expertise in branch operations, staff supervision and development, and sales management among many other competencies.

This curricula prepares individuals to manage a banking office by covering banking essentials, sales management, people management and business management skills.

Required Courses:
You must complete the following courses.

Principles of Banking
Building and Retaining Customer Relationships
Calling on Small Business Customers
Effective Referrals
Ethical Issues for Bankers
Event Based Selling
Fundamentals of Consumer Lending
Fundamentals of Small Business Banking
Introduction to Relationship Selling
Law and Banking: Applications
Law and Banking: Principles
Managing Change
Managing Time at Work
Presentation Skills
Sales Coaching in the Bank
Servicing and Growing Small Business Relationships
Supervision ... or ... Supervisor Certificate
Successful Sales Campaigns
Writing Bank Correspondence

NOTES:
• Please note that for all students who began work on any AIB Diploma or Certificate on or after September 1, 2004, the new requirements will be enforced. However, to ease this transition, we will allow until December 31, 2007, for all students currently pursuing any diploma or certificate to complete that program under the guidelines that were in place when they began.

Diploma worksheet


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