CBS - Certified Bank Specialist

The Certified Bank Specialist (CBS) certification is ideal for those who wish to be responsible for: (1) representing the bank within the wider community and building relevant contacts; (2) dealing with customer complaints that can’t be solved by the front line staff;(3) implementing the new products, services and processes devised by head office; and (4) opening and closing the branch daily and ensuring that the premises are fit for business. A Personal Banker works at a financial institution, and will look at all of a customer’s assets, and help them to make financial decisions. They work with people when they are considering getting mortgages, CD's, and other bank services. They advise about what the bank can do for an individual.

 AFMA Certification can be obtained either by Direct Application (for those with experience and/or qualifications in the area); or by undertaking an AFMA approved Training Program.

Direct Application: Those applying direct for the CBS certification will need to demonstrate advanced knowledge and experience in: (1) providing a full range of professional, technical and general support to customers and Bank personnel; (2) performing customer setups; preparing contracts and maintaining customer files; (3) Helping in the coordination and support of audits and examinations; (4) training Bank personnel on the features and benefits of Internet banking and bill payment products and services.

Training: For those wishing to undertake training to obtain certification, this course trains individuals to: (1) meet sales targets and manage budgets; (2) deal with customers queries face to face, over the telephone or in writing; (3) serve customers at the counter; (4) understand customer needs, recommend suitable products and making sales; (5) process paperwork from sales, change customer details, closure of accounts etc.; (6) respond to telephone and e-mail inquiries; monitors product usage and system operation; (7) resolve problems within given authority; (8) performs a variety of routine daily tasks; reviews reports, (9) prepare correspondence; and (10) participate in special department projects.

The Certified Bank Specialist - (CBS) tm Board Certification is awarded to individuals who have met our  Requirements:

Please choose method of AFMA certification.

Direct Application
On-Line Training
Face to Face Training