Customer Service Representative Certificate*

Customer service Representatives (CSRs) conduct basic banking transactions and cross-sell bank products/services. Successful CSRs respond to basic customer inquiries in a knowledgeable and courteous manner, and resolve customer problems when they arise. to respond effectively to customer needs, CSRs have a thorough understanding of retail products and services, as well as pertinent bank policies and procedures.

CSRs apply customer service skills in addressing customer inquiries and concerns. Basic selling and cross-selling skills are necessary as well. In many situations, CSRs are the "face" of the bank. A customer-focused, service orientation is essential, accompanied by an ethical and sincere approach to customer relations.

The AIB Customer Service Representative Certificate addresses the knowledge and skills necessary to achieve superior performance in this important position within the bank. In addition to courses that address sales and customer service, the curriculum also emphasizes regulatory compliance, business ethics and banking fundamentals.

Required Courses: Students must complete the following courses.
Courses (click on the link for the course description):
The AIB Customer Service Representative Certificate meets the education requirements for the Certified Customer Service Representative designation through the Institute of Certified Bankers (ICB).

* This certificate replaces the AIB Customer Service Associate Certificate.

This certificate is available as an AIB Self Paced Online Course

AIB Certificate Code: 61