Center for Financial Training - North Central States Courses
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Branch Manager Certificate ProgramAIB Icon  Online Instructor-Led Icon  
This online certificate provides skills for managing a banking office, including sales management, people management, and business management skills. Students who successfully complete this course and either complete the Banking Today course or have three years experience in the banking industry will receive the ABA/AIB Branch Manager Certificate. This course is designed for people new to the branch management function. After successfully completing this program, you will be able to: provide ongoing coaching motivation to support the sales team, plan and execute a successful sales campaign focused on the product or small group of products, use non-monetary and small-dollar-value awards to recognize, reward, and motivate employees toward continued and improved performance, recognize ethical behavior in banking from a personal and organizational perspective, segment accounts in order to market appropriate products and services to the bank's most profitable customers, identify the bank's most profitable accounts and maximize the profitability of these accounts, analyze a job, determine job candidate selection criteria, prepare for and conduct an interview and identify compliance issues associated with each component of the hiring process, set clear expectations for, give specific performance feedback to, and provided an objective performance evaluation for employees, and identify advantages/disadvantages and profitability/marketing issues inherent in each alternative delivery system.

6876 Coaching for Success Online Self-Paced Icon  
This AIB course teaches skills for recognizing a coaching opportunity and how to provide ongoing performance feedback. Participants are encouraged to apply their coaching skills to support the development and professional growth of other employees.

After successfully completing this course, you will be able to:
  • Recognize the need to encourage others toward personal growth opportunities
  • Seek out the potential of another person and support his/her need to take on additional responsibilities
  • Invite others to stretch their comfort zone and reach new potential.
Recommended AIB Credit: 1/4

4227 Corrective Action Online Self-Paced Icon  
This AIB course offers a proactive four-step disciplinary process for addressing behavioral and performance problems.

After successfully completing this course, you will be able to:
  • Identify a performance or behavior gap
  • Prepare for a discussion with the employee
  • Document performance discrepancies and take appropriate corrective action
  • Conduct a corrective counseling discussion with the employee.
AIB Course Code: 4227

4116 Hiring the Best Online Self-Paced Icon  
This AIB course presents a behavioral approach for hiring the most qualified candidate for a job from developing interview questions to evaluating the most qualified candidates. Important supervisory tasks such as job analysis, determination of selection criteria, and preparation for and conduct of an effective interview are covered, as are the compliance issues associated with each component of the hiring process.

After successfully completing this course, you will be able to:
  • Analyze a job to identify minimum technical and performance skills
  • Prepare candidate selection criteria for skills identified in the job analysis
  • Write interview questions that are legal and behavioral-based to determine applicant qualifications
  • Conduct an employment interview using prepared interview questions
  • Select the most qualified candidate for a job based on information obtained during an employment interview and from references
  • Make a job offer that is not an implied employment contract.
AIB Course Code: 4116
4265 Introduction to Supervision Instructor-Led Icon  
Introduction to Supervision is an introductory course to the art of supervising. Making the transition to supervisor is not as easy as many may think. After successfully completing this course, participants will be able to: explain how self-esteem affects employee productivity, apply employee motivators and construct a model, describe methods to assess performance problems, identify creative problem-solving strategies, apply methods of decreasing stress for supervisors and employees.
Audience: Designed for first time supervisors, or anyone preparing to move into a supervisory position who wishes to evaluate their supervisory capabilities.

2504 Managing Employee Relations Online Self-Paced Icon  
This AIB course focuses on four major strategies for managing employee relations: compliance with laws, managing diversity, handling work and personal issues, and fostering open communication among staff members. It provides a quick reference for employment laws along with scenarios that improve comprehension.

After successfully completing this course, you will be able to:
  • Identify current and future workforce trends that impact employee relations
  • Describe the influence of positive employee relations on workplace productivity
  • Describe the supervisor's role in establishing and maintaining sound employee relations in an organization
  • List the elements of a formal problem resolution process.
Recommended AIB Credit: 1/2

4226 Performance Management Online Instructor-Led Icon  Online Self-Paced Icon  
This AIB course provides participants with a proactive approach to performance management. By focusing on setting clear expectations, specific performance feedback, and objective performance evaluation, it will address many common performance problems.

After successfully completing this course, you will be able to:
  • Write performance objectives based on measurable criteria and standards
  • Communicate clear performance and behavior expectations
  • Objectively observe performance
  • Provide feedback to employees and document these conversations
  • Prepare and conduct the performance appraisal.
Recommended AIB Credit: 1/2

2502 Rewards and Recognition Online Self-Paced Icon  
This AIB course presents techniques for using non-monetary and small-dollar-value awards to recognize, reward, and motivate employees toward continued and improved performance.

After successfully completing this course, you will be able to:
  • Diagnose motivational problems, and discuss various incentives for improved performance
  • Brainstorm reasons for and ways to recognize employees for outstanding performance
  • Discuss appropriate methods of delivering recognition and the outcome of ineffective recognition plans.
Recommended AIB Credit: 1/2

Sales Manager Certificate ProgramAIB Icon  Online Instructor-Led Icon  
This online certificate will provide skill development appropriate for a sales leader. Participants will learn both sales and management skills. Students who successfully complete this course and either complete the Banking Today course or have three years experience in the banking industry will receive the ABA/AIB Sales Manager Certificate. After successfully completing this program, students will be able to; use a systematic method for establishing a portfolio of new and existing clients, provide ongoing coaching motivation to support the sales team, plan and execute a successful sales campaign focused on one product or a small group of products, utilize techniques for hosting sales seminars and optimize sales opportunities at other events, use non-monetary and small-dollar-value awards to recognize, reward, and motivate employees toward continued and improved performance, recognize ethical behavior in banking from a personal and organizational perspective, plan an organized, audience-focused oral presentation, effectively lead meetings and use them as opportunities to communicate, solve problems, and make decisions, segment accounts in order to market appropriate products and services to the bank's most profitable customers.
Audience: This course is designed for people who are responsible for the sales function in a bank, whether or not they have salespeople reporting directly to them.

4310 Supervision AIB Icon  Instructor-Led Icon  Independent Study Icon  
Supervision will assist a new or potential supervisor become a better manager by emphasizing broad perspectives and by combining fresh insights with the interpersonal relations required of today's successful managers. After successfully completing this program, participants will be able to: identify the characteristics of effective management; set objectives, make decisions, and manage time; explain the benefits of training and development; develop effective communication and interpersonal skills; work effectively with groups and teams; interview, select, appraise, and compensate employees; respond to grievances, conduct disciplinary actions, and handle conflict; explain how communications technology such as the Internet and email affect the supervisor's job today; meet today's challenges of diversity, discrimination, safety and health, ethics, quality management and organizational change.
Audience: Both practicing and aspiring supervisors who have little formal knowledge of supervision.

4326 Supervisor Certificate ProgramAIB Icon  Online Instructor-Led Icon  
This course prepares new and potential first-level supervisors to handle people management duties. Among the topics covered are hiring, performance management, coaching, rewards and recognition, corrective action, managing employee relations, and managing change. Students who complete this course and the Banking Today course or equivalent experience will receive the ABA Performance Training Series Supervisor Certificate.
Audience: New and potential first level supervisors.

Team Leader Certificate ProgramAIB Icon  Online Instructor-Led Icon  
This online certificate will help participants develop the skills needed to lead a team to accomplishing its goals. Participants will learn a variety of techniques for coaching, motivating, and managing. Students who successfully complete this course and either complete the Banking Today course or have three years experience in the banking industry will receive the ABA/AIB Team Leader Certificate. After successfully completing this program participants will be able to: identify appropriate professional behavior and use basic guidelines to enhance professional relationships, recognize a coaching opportunity and provide ongoing performance feedback, use non-monetary and small-dollar-value awards to recognize, reward, and motivate employees toward continued and improved performance, effectively lead meetings and use them as opportunities to communicate, solve problems, and make decisions, employ techniques for identifying opportunities for productivity improvement, write effective correspondence using a four-step process, understand the change process, employee reactions to change, and use tools to manage change.
Audience: This course is designed for bank personnel who direct the daily work of others, whether or not they have direct supervisory responsibility for those people.


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HOME     177 E. Silver Spring Drive, Suite 201     Whitefish Bay, WI 53218-4703         TEL: 414.332.6468     FAX: 414.332.6478         info@cftncs.org