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Best phone banker certifications
Phone banker certifications allow job seekers to demonstrate their competency as an phone banker to employers. However, not all phone banker certifications provide the same value for job seekers.
The best certifications for a phone banker are Certified Sales Professional (CSP), Microsoft Office Specialist: Expert (Office 365 and Office 2019), and Certified Professional - Human Resource (IPMA-CP).
Below is a list of the best phone banker certifications. Obtaining an phone banker certification will give you a leg up when you apply for jobs and increase your potential salary.
8 best certifications for phone bankers
| Rank | Phone banker certification | Organization |
|---|---|---|
| 1 | Certified Sales Professional (CSP) | MRERF |
| 2 | Microsoft Office Specialist: Expert (Office 365 and Office 2019) | Microsoft |
| 3 | Certified Professional - Human Resource (IPMA-CP) | IPMA-HR |
| 4 | Professional Credit Associate (PCA) | CPI |
| 5 | HIPAA Professional (HIPAAP) | HIAA |
| 6 | Certified Medical Office Manager (CMOM) | PMI |
| 7 | Certified Management Accountant (CMA) | IMA |
| 8 | Microsoft Certified Professional (MCP) | MS |
8 best phone banker certifications
1. Certified Sales Professional (CSP)
The Certified Sales Professional (CSP) program gives a thorough understanding of consultative selling. From business creation to improved time and territory management; goal-setting to prospecting, and everything in between, attendees return to the territory with a renewed enthusiasm for selling.
- 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 3 year(s)
2. Microsoft Office Specialist: Expert (Office 365 and Office 2019)
Demonstrate that you have the advanced skills needed to get the most out of Office by earning a Microsoft Office Specialist: Expert certification in multiple Office programs.
- 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? No
- Renewal required? Every 1 year(s)
3. Certified Professional - Human Resource (IPMA-CP)
IPMA-HR strives to encourage excellence in public sector human resources, promote continuous learning and develop the next generation of leaders. To that end, IPMA-HR offers two internationally recognized certification programs to the public HR community: the IPMA-CP and the IPMA-CS.
- 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 3 year(s)
4. Professional Credit Associate (PCA)
Certification enables you to make your clients, customers, colleagues,employers and others with whom you do business aware of the knowledge and skill you have invested in your career in the credit industry.
- 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? Every 5 year(s)
5. HIPAA Professional (HIPAAP)
The Center's HIPAAP designation imparts the knowledge you'll need to attain the goal of becoming a HIPAA privacy officer-focusing in on the administrative simplification provisions, particularly the policies and procedures that providers and organizations need in place to comply with privacy and security standards. This program will provide you with a solid grounding in HIPAA terminology, as well as the implications of HIPAA for the insurance industry.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
6. Certified Medical Office Manager (CMOM)
Experienced medical office professionals with exceptional administrative skills are eligible to sit for the Certified Medical Office Manager (CMOM) exam. To attain CMOM certification, all candidates must demonstrate a high level of knowledge in financial management, managed care contracting, personnel, and time management. Risk management, medical record keeping and facility management issues should also be mastered.
- 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?
7. 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)
8. Microsoft Certified Professional (MCP)
Microsoft Certified Professional (MCP) certification validates IT professional and developer technical expertise through rigorous, industry-proven, and industry-recognized exams. MCP exams cover a wide range of Microsoft products, technologies, and solutions.
- 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? No
What is the best certification for a phone banker?
The best phone banker certification is Certified Sales Professional (CSP). The Certified Sales Professional (CSP) is awarded by the Manufacturers Representatives Educational Research Foundation. This certification is great to have as it shows an improvement in your competency to perform your role. You can earn this certification at the beginning of your career, as it often doesn't require a minimum education level and work experience.
Here's a bit more background on how to obtain this phone banker certification:
- To become a certified Certified Sales Professional (CSP), you need to pass the exam.
- This certificate requires more than two years of work experience.
- Renew certification every 3 year.
The most common combination of phone banker certifications include: Certified Sales Professional (CSP), Microsoft Office Specialist: Expert (Office 365 and Office 2019), and Certified Professional - Human Resource (IPMA-CP).
Online courses for phone bankers to earn certifications
1. Banking Credit Analysis Process (for Bankers)
Course for Bankers, Consultants and managers to Understand Credit Analysis Process from Indian Context...
2. Become a Top Banker with Complete Retail Banking Training
Become an analytics-minded retail banker with a fully online course from a top ranked banking powerhouse...
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4. Understand Banks & Financial Markets
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5. Financial Accounting-Adjusting Entries & Financial Statement
Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...
6. Financial Accounting-Debits & Credits-Accounting Transaction
Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...
7. 3-in-1 Banking, Banking Risk and Compliance Masterclass
The essentials of the banking business (business model, compliance, others), financial risk management and compliance...
8. Become Top Banker With Complete Bank Teller Training - 2023
Bank Teller Interview Training, Get Job As A Bank Teller. Be the Best Cashier/Teller, Prepare for your Promotion...
9. Excel Accounting Problem
Learn How to Create an Accounting Worksheet Using Microsoft Excel from a Certified Public Accountant (CPA)...
10. Financial Accounting: The Complete Introductory Crash Course
Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...
11. Financial Accounting: A Comprehensive Guide with E-book
Unlock Financial Accounting Mastery: Comprehensive Course for Students, Professionals, and Business Owners...
12. Business Banking 101
Everything You Ever Wanted to Know About Getting a Bank Loan...
13. Accounting, Finance and Banking - A Comprehensive Study
Learn Fundamentals to Advanced Concepts of three different but interrelated domains in a single course...
14. Principles of Financial Accounting
Learn the complete accounting cycle -recording business transactions to presenting the Balance Sheet & Income Statement...
15. Accounting Made Easy: A Quick Guide to Financial Accounting
Accounting is not about Math, it is about concepts. And no one said it has to be hard. Learn the basics in just 2 hours!...
16. Accounting & Financial Statement Analysis: Complete Training
Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...
17. Financial Accounting-Depreciation Calculation & Fixed Assets
Optimizing Asset Management: Comprehensive Guide to Property, Plant, and Equipment Accounting...
18. Financial Bookkeeping and Accountancy: Complete Accounting
A Complete Course on Book-keeping & Accounting Course For Level 1 & 2 aspirants...
19. Financial Accounting - Subsidiary Ledgers & Special Journals
Mastering Special Journals and Subsidiary Ledgers: A Comprehensive Guide to Streamlined Accounting Practices...
20. Relationship Management in Corporate Banking
How to acquire and manage successful Corporate Client Relationships in Corporate Banking...