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Best personal banking representative certifications
The best certifications for a personal banking representative are Certified Bank Auditor (CBA), Certified Management Accountant (CMA), and Certified Professional, Life and Health Insurance Program (CPLHI).
Personal banking representative certifications demonstrate your competency as a personal banking representative to employers. However, not all personal banking representative certifications provide the same value.
Below is a list of the best personal banking representative certifications. Obtaining a personal banking representative certification will give you a leg up when you apply for jobs and increase your potential salary.
3 best certifications for personal banking representatives
| Rank | Personal banking representative certification | Organization |
|---|---|---|
| 1 | Certified Bank Auditor (CBA) | BAI |
| 2 | Certified Management Accountant (CMA) | IMA |
| 3 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
3 best personal banking representative certifications
1. Certified Bank Auditor (CBA)
The purpose of the Certified Bank Auditor (CBA) Continuing Professional Education (CPE) Program is to promote professional development and to provide a means for recognizing CBAs to keep current with industry changes or furthering their own development in banking, technology, auditing, or other disciplines that contribute to a CBA's growth and development. This program is designed to ensure that the skills, knowledge and expertise originally required to become a CBA, are maintained on a continuing basis.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
2. Certified Management Accountant (CMA)
The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
3. Certified Professional, Life and Health Insurance Program (CPLHI)
The Certified Professional, Life and Health Insurance Program (CPLHI) Program is a three-course education program in Bahasa Indonesia specifically designed to meet the industry education requirements of professionals in Indonesia. Recognized by the Insurance Directorate, Ministry of Finance and the Life Assurance Association of Indonesia (AAJI), who also requested LOMA create the program, the CPLHI Program provides a comprehensive business education for life and health insurance professionals.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? No
What is the best certification for a personal banking representative?
The best personal banking representative certification is Certified Bank Auditor (CBA). The Certified Bank Auditor (CBA) is awarded by the BAI Center for Certification. The advanced certification is for more experienced employees as it often requires some work experience to acquire.
Here's a bit more background on how to obtain this personal banking representative certification:
- To become a certified Certified Bank Auditor (CBA), you need to pass the exam.
- This certificate requires more than two years of work experience.
- Renew certification every 1 year.
The most common combination of personal banking representative certifications include: Certified Bank Auditor (CBA), Certified Management Accountant (CMA), and Certified Professional, Life and Health Insurance Program (CPLHI).
Online courses for personal banking representatives to earn certifications
1. Understand Banks & Financial Markets
The world of financial markets: participants, products, trading motives, pricing and structure...
2. Customer Service Fundamentals: Putting People First
Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...
3. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
4. Financial Accounting-Debits & Credits-Accounting Transaction
Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...
5. Customer Service, Customer Support, And Customer Experience
Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...
6. Financial Accounting & Excel-Comprehensive Accounting Course
Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...
7. Business Banking 101
Everything You Ever Wanted to Know About Getting a Bank Loan...
8. Customer Service
How to Approach New Customers and Maintain Existing Ones...
9. Start Improving Customer Service
Creating a Customer Service advantage in Your department or business through communication and Customer Management...
10. Banking Credit Analysis Process (for Bankers)
Course for Bankers, Consultants and managers to Understand Credit Analysis Process from Indian Context...
11. Customer Service & Support For Customer Service Executives
Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...
12. 3-in-1 Banking, Banking Risk and Compliance Masterclass
The essentials of the banking business (business model, compliance, others), financial risk management and compliance...
13. The Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
14. Customer Service Mastery: Delight Every Customer
Master Customer Service using this practical customer care course...
15. Customer Service: 6 Keys To Exceptional Customer Service
Master Customer Satisfaction & Astonish Your Customers With A+ Customer Service...
16. Customer Retention: Maximise Your Profits
How CRM, Customer Care, Customer Service, Customer Satisfaction, and Customer Experience will 10X your profits...
17. Customer Service Foundation
An introductory course about understanding the foundations of Customer Service...
18. Principles of Financial Accounting
Learn the complete accounting cycle -recording business transactions to presenting the Balance Sheet & Income Statement...
19. How Sustainability is Changing The Financial Sector
New Risks, Challenges and Business Opportunities for Banks and Investors under Environmental and Social Responsibility...
20. The Real Estate Financial Modeling Bootcamp
The Complete A to Z Guide to Modeling Real Estate Transactions in Microsoft Excel For Smarter Real Estate Investing...