ABA Customer Service Representative Certificate
The ABA 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 business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.

Required Courses

You must complete the following courses:
  • Banking Today*
  • Building and Retaining Customer Relationships
  • Cross-Selling Deposit Products
  • Dealing Effectively with Co-Workers
  • Effective Client Referrals
  • Ethical Issues for Bankers
  • Introduction to Relationship Selling
  • Revitalizing Customer Service
  • Telephone Etiquette
  • Understanding Bank Products

Online Certificate Option

This ABA Certificate can also be taken entirely online as a self-paced certificate curriculum. Click here for more information and to purchase all the required courses at a discounted price.

*ABA Principles of Banking may be substituted.

Questions? Please contact Chris Harrison at chrish@minnbankers.com or 952-857-2634 for more information.