ABA Small Business Banker Certificate

The ABA Small Business Banker Certificate is primarily for branch managers and branch-based small business bankers who need the skills to build a relationship-centric sales approach, engage business customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale. These bankers typically do not make credit decisions.
This curriculum provides small business bankers with a strategic approach to building trusted relationships with business customers as a means to retain and grow their book of business. It focuses on the process needed to identify sales prospects, offer value-added solutions, and close the deal.

Required Courses

You must complete the following courses:

  • Banking Today or Principles of Banking
  • Calling on Small Business Customers
  • Credit Products for Small Businesses
  • Deposit Products and Services for Small Businesses
  • Fundamentals of Small Business Banking
  • Introduction to Analyzing Financial Statements
  • Personal Tax Return Analysis
  • Relationship Selling to Small Business Customers
  • Retirement Products for Small Businesses
  • Servicing and Growing Small Business Relationships
  • Small Business Borrowing

The estimated time to complete these 11 courses is approximately 19 hours. Students have access to the curriculum for 1 year from date of purchase.
*ABA Principles of Banking may be substituted. ‚Äč

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