Certified Personal Banker (CPB)

• Sales
  • Consumer Credit Products
    
  • Cross-Selling Deposit Products
    
  • Introduction to Relationship Selling
    
  • Profiling Mortgage Prospects
    
  • Tele-Consulting
  
  
  
• Customer Service
  • Building and Retaining Customer Relationships
    
  • Effective Referrals

• Principles of Banking
  
• Fundamentals of Consumer Lending
  
• Overview of Financial Statements
  
• Regulatory Compliance for Personal Bankers
  • Privacy
    • Bank Secrecy Act (BSA)
      
    • Office of Foreign Asset Control (OFAC)
      
    • USA PATRIOT Act
      
    • Privacy for Customer Contact Personnel
    
    
    
  • Deposits
    • Expedited Funds Availability Act, Regulation CC
      
    • Truth in Savings Act, Regulation DD
      
    • Electronic Funds Transfer Act, Regulation E
    
    
    
  • Ethics and Fair Lending
    • Bank Bribery Act
      
    • Fair Credit Reporting Act (FCRA)
      
    • Fair Lending
    
    
    
  • Equal Treatment
    • Equal Credit Opportunity Act
      
    • Americans with Disabilities Act (ADA)
      
    • Community Reinvestment Act (CRA)
    
    
    
  • Real Estate
    • Home Mortgage Disclosure Act (HMDA)
      
    • Real Estate Settlement Procedures Act (RESPA)
    
    
    
  • Truth in Lending
    • Truth in Lending, Regulation Z

• Managing Time at Work
  
• Writing Bank Correspondence
  
• Dealing Effectively with Co-Workers

• A proctored exam at the candidate’s company, with an ICB-certified member serving as exam proctor
  
• At an exam site that is within 2 hours driving time from the candidate's company

• Professional Experience & Education - A minimum of six (6) months of experience as a bank teller and completion of the American Institute of Banking (AIB) Customer Service Representative Certificate
  
• Professional Reference - One letter of recommendation is required from a senior manager attesting to your qualifications for certification including your experience as a bank teller and your ethical character
  
• Ethics Statement - Each candidate must sign ICB's Professional Code of Ethics statement, which is the last page of the application.
  
• Application – Candidates must complete and submit an application, affirming that they comply with the eligibility requirements at the time of submission; application fee is $75, covers exam as well

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Bank Training Center offers Certified Personal Banker program information for those individuals interested in earning the prestigious CPB certification.