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ABA Universal Banker Certificate

Develop the key skills for catering to a new customer mindset. Explore multiple ways to fulfill customers’ sales, service, and referral needs as their single point-of-contact. Master cash handling and basic transactional skills. Perfect product and service sales skills. Discover ways to build relationships and create referrals to other lines of business. 

By completing the ABA Universal Banker Certificate curriculum, you’ll be able to grow into your role as a reliable point-of-contact for customers.

Required Courses

You must complete the following courses to earn your certificate: 

The estimated time to complete these 44 courses and exercises is approximately 9.5 hours. Students have access to the curriculum for 1 year from date of purchase. ​​​​​​​​​

Course Credits

ABA Professional Certifications: 1.5 CAFP, CFSSP, CRCM; 1.25 CFMP, CSOP; 1 CCTS, CISP, CLBB, CRSP, CTFA

Updated: January 2018

Questions? Please contact ABA Training for more information.




Certificate pricing offers all required courses at a discounted rate.

Purchase for a Team

​To license this certificate to your bank for multiple learners, please contact ABA Training.


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