Southeast Regional Center for Financial Training, Inc.

AIB Call Center Representative Certificate

The curriculum for the AIB Call Center Representative Certificate addresses the knowledge and skills necessary to become a superior Call Center Representative. To be successful, Call Center Representatives must have the appropriate level of understanding of retail products, in addition to understanding bank policies and procedures. Call Center Representatives must communicate well and apply sales skills effectively to cross-sell deposit and credit products and services, as well as open accounts for retail customers. Telephone skills, including telephone etiquette, are critical to the position.

In addition to a fundamental understanding of banking and banking regulations affecting the position, the required courses emphasize telephone skills, product knowledge, sales and customer service.

Price	$795 List Price / $595 Your Price
License Option	Courses are also available at discounted prices under an annual license. Learn More
Course Credits	AIB: 4.25 ; ICB: 0
Prerequisites	None
Required Software	None
Optional Software	Adobe Acrobat Reader and RealPlayer

All courses, as well as those in Regulatory Compliance for Call Center Representatives, must be successfully completed in order to earn the AIB Call Center Representative Certificate.

o Banking Today

o Cross-Selling Deposit Products

o Dealing Effectively with Co-Workers

o Effective Referrals

o Ethical Issues for Bankers

o Introduction to Relationship Selling

o Regulatory Compliance for Call Center Representatives

o Revitalizing Customer Service: Parts 1 and 2

o Teleconsulting: Parts 1 and 2

o Telephone Etiquette

o Understanding Bank Products

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834