ABA Universal Banker Certificate
The ABA Universal Banker Certificate provides core knowledge and skills needed for the newest and fastest growing role in retail banking.  Universal bankers have multi-faceted job responsibilities, ranging from minimal cash handling and basic transactions to product and service sales and referrals to other lines of business.  The coursework in the certificate ranges from key product knowledge to relationship building, customer service, and expert referral skills.  This certificate is designed to help new and newly promoted Universal Bankers to cater to a changing customer mindset by being the single point of contact for walk-in customers, thereby reducing the number of warm transfers and providing a more seamless experience.

Required Courses

You must complete the following courses:
  • Banking Today*
  • Building and Retaining Customer Relationships
  • Consumer Credit Products
  • Cross-Selling Deposit Products
  • Dealing Effectively with Co-Workers
  • Effective Client Referrals
  • Ethical Issues for Bankers
  • Handling Mortgage Inquiries and Making Referrals
  • Introduction to Relationship Selling
  • Presentation Skills
  • Revitalizing Customer Service
  • 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.