Personal Banking Diploma

Required Courses: Students must complete the following courses.

This course of study, leading to the AIB Personal Banking Diploma, addresses the appropriate mix of banking knowledge and skills for Personal Bankers, sometimes referred to as Financial Service Representatives or Financial Services Associates, to provide full-service banking to customers by providing appropriate credit, deposit and other banking services that meet customer needs and expectations.

Personal Bankers often drive the sales and service function in the bank office or branch and call on potential and  current customers to develop new business relationships and to support customer retention strategies.  They require broad product knowledge, including specific understanding of the different types of retail and loan products, which are covered in this curriculum.

Courses (click on the link for the course description):
The AIB Personal Banking Diploma meets the education requirements for the Certified Personal Banker designation through the Institute of Certified Bankers (ICB).

AIB Diploma Code: 64