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Best Relationship Banker certifications
The best certifications for a relationship banker are Certified Professional, Life and Health Insurance Program (CPLHI), International Accredited Business Accountant (IABA), and Certified Management Accountant (CMA).
Relationship banker certifications demonstrate your competency as a relationship banker to employers. However, not all relationship banker certifications provide the same value.
Below is a list of the best relationship banker certifications. Obtaining a relationship banker certification will give you a leg up when you apply for jobs and increase your potential salary.
9 best certifications for relationship bankers
9 best relationship banker certifications
1. 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
2. International Accredited Business Accountant (IABA)
ACAT seeks to ensure that all accredited individuals possess both the theoretical knowledge and the practical knowledge necessary to be successful practitioners. For that reason, candidates for accreditation must satisfy an experience requirement before becoming fully credentialed: three years of related work experience, up to two of which may be satisfied through college credit. Related work experience includes verifiable experience in accounting, financial services, or other field requiring a practical and theoretical knowledge of the subject matter covered on the ACAT Comprehensive Examination for the International Accredited Business Accountant. Those who pass the exam but who have not met the experience requirement may market themselves as having passed the ACAT Comprehensive Examination for International Accredited Business Accountant, but are not entitled to use the IABA designation.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or Written Exam Required? Yes
- Renewal Required? No
3. 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)
4. 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)
5. Human Resources Business Professional (HRBP)
The Human Resource Business Professional (HRBP℠) is a globally relevant credential that is designed to validate professional-level core human resource knowledge and skills. The credential demonstrates mastery of generally accepted technical and operational HR principles.
- 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)
6. Certified Public Accountant (CPA)
Certified Public Accountant candidates must pass a national exam certifiying that they are eligible to be licensed in the state(s) of their choosing. Information about state licensing requirements is made available in the Licensed Occupation tool.
- 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. Professional Certification in Advanced Service and Sales
The Advanced Customer Service and Sales credential is designed for sales and service associates looking to expand their skills in retail and other sales and service-focused industries.
- 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 3 year(s)
8. 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)
9. Accredited Business Communicator (ABC)
IABC's accreditation program is the global standard of professional achievement for business communicators. Accredited members practicing around the world apply the same strategic management process in all communication disciplines, across diverse cultures, and in for-profit and nonprofit organizations of all sizes. This peer-reviewed program challenges candidates to demonstrate their knowledge of strategic communication planning, implementation, measurement and ethics. Candidates who meet all requirements earn the designation Accredited Business Communicator (ABC).
- 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)
What is the best certification for a relationship banker?
The best relationship banker certification is Certified Professional, Life and Health Insurance Program (CPLHI). The Certified Professional, Life and Health Insurance Program (CPLHI) is awarded by the LOMA. Here's a bit more background on how to obtain this relationship banker certification: To become a certified Certified Professional, Life and Health Insurance Program (CPLHI), you need to pass the exam. Lucky you - certification doesn't require more than two years of work experience. No renewal for certification, if you earn it once it is valid all time.
What certifications can impact a relationship banker career and salary?
The Certified Professional, Life and Health Insurance Program certification will help you to secure a assistant branch manager position, which will increase your pay and career trajectory. A assistant branch manager's average salary is $52,325 whereas relationship bankers make an average salary of $37,091.
The most common combination of relationship banker certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), International Accredited Business Accountant (IABA), and Certified Management Accountant (CMA).
Online courses for relationship 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. Customer Service Fundamentals: Putting People First
Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...
3. Understand Banks & Financial Markets
The world of financial markets: participants, products, trading motives, pricing and structure...
4. Customer Service & Support For Customer Service Executives
Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...
5. Business Banking 101
Everything You Ever Wanted to Know About Getting a Bank Loan...
6. Start Improving Customer Service
Creating a Customer Service advantage in Your department or business through communication and Customer Management...
7. Customer Service
How to Approach New Customers and Maintain Existing Ones...
8. Customer Service Foundation
An introductory course about understanding the foundations of Customer Service...
9. Relationship Management in Corporate Banking
How to acquire and manage successful Corporate Client Relationships in Corporate Banking...
10. Customer Service Mastery: Delight Every Customer
Master Customer Service using this practical customer care course...
11. Customer Service, Customer Support, And Customer Experience
Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...
12. Customer Service: 6 Keys To Exceptional Customer Service
Master Customer Satisfaction & Astonish Your Customers With A+ Customer Service...
13. Fundamentals of Logistics, Supply Chain & Customer Service
Learn Logistics, Supply Chain and Customer Service. 3 Courses in 1...
14. Customer Service Basics: Improve your Service now
The basic golden rules to kickstart your service...
15. 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...
16. Customer Service Training: Dealing with Difficult Customers
Learn how to deal with difficult customers Master customer relationship management Gain conflict management skills...
17. [2023] Customer Service 2.0: Learn Digital Customer Service
Used by Chase®, Intel®, & more! Learn soft skills, social media customer service, diagnosing user problems, & more...
18. Fundamentals of Financial Services
Understanding key elements and basic workings of the Financial Services Industry (useful for exams as well)...
19. Brilliant Customer Service: How to Impress your Customers!
Enhance your customer support and truly differentiate yourself from your competition!...
20. Outstanding Customer Service - The Ultimate Guide!
Unlocking the Powerful Secrets of OUTSTANDING Customer Service - Transform Your Business!...