AIB Personal Banking Diploma

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 Services 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 deposit and loan products, which are covered in this curriculum.

REQUIRED
You must complete the following courses:

  • AIB Principles of Banking
  • Building and Retaining Customer Relationships
  • Consumer Credit Products
  • Cross-Selling Deposit Products
  • Dealing Effectively with Co-Workers
  • Effective Referrals
  • AIB Ethical Issues for Bankers
  • Fundamentals of Consumer Lending
  • Introduction to Relationship Selling
  • Managing Time at Work
  • Overview of Financial Statements
  • Regulatory Compliance for Personal Bankers
  • Teleconsulting
  • Writing Bank Correspondence

All required and elective courses must be completed with a passing grade (D or better) and the student’s overall grade point average (GPA) must be 2.00 or higher.

All courses must carry a minimum of 2.00 credits unless otherwise noted in the specific diploma and certificate requirements.

You can complete the requirements of your diploma and certificate at a pace that suits your schedule and the courses can be completed in any order you choose.

You can earn the necessary credits to achieve these diplomas and certificates through a variety of options: In-Person, Online Instructor-Led, Online Self-Paced, or Independent Study.