Southeast Regional Center for Financial Training, Inc.

 

 

 

AIB Customer Service Representative Certificate

The AIB Customer Service Representative Certificate addresses the knowledge and skills necessary to achieve superior performance in this important position within the bank. Customer Service Representatives (CSRs) conduct basic banking transactions and cross-sell bank products and services. Successful CSRs respond to customer needs with a thorough understanding of retail products and services and resolve customer problems with knowledge of pertinent bank policies and procedures. In addition to courses that address sales and customer service, the curriculum also emphasizes regulatory compliance, business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.

Price

595

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 Customer Service Representatives, must be successfully completed in order to earn the AIB Customer Service Representative Certificate.

 

The AIB Customer Service Representative Certificate meets the pre-certification education requirements for the Certified Customer Service Representative (CCSR) designation through the Institute of Certified Bankers (ICB).

 

 

 

Enrollment Form

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