The Tennessee Bankers Association

Tennessee Bankers Association Career Tracker

When enhancing the skills required to advance your career in banking, it is helpful to have some direction in choosing the educational program and tools that will assist you in reaching your career goals. The Career Tracker serves this purpose for programs offered by the Tennessee Bankers Association. The following courses are not set standards, but they are proven to lead you in the right direction as you progress on your path to advance in the profession.

Programs are offered in a variety of different delivery modes. Some are live, traditional program, including schools, conferences, seminars, and workshops. Some are computer-based. Please review the following tracks. Clicking on the links will take you to in-depth information about that specific program, which generally includes a description of the subject matter, type of program format, whether it is held at one location or on a regional basis, suggested prerequisites, continuing education credits, the person to contact for information about the program, and more. If you need additional information or have questions about the Career Tracker, please do not hesitate to contact the TBA education department  (615/244-4871 or 800/964-5525).


Consumer Lenders

Live TBA Programming
New – One Year of Experience
•   
Analyzing Personal Financial Statements and Tax Returns
•   
Basic Consumer Lending
•    FCRA and FACTA Review and Update
•    Implementing the New SAFE Act Rules
•    Introduction to Banking
•    Secured Loan Documentation
•    Truth-In-Lending/RESPA Review & Update

Two or More Years’ of Experience
•    Compliance with Federal Lending Regulations
•    The Southeastern School of Consumer CreditSM

AIB Continuing Education Curriculum
•    AIB Building and Retaining Customer Relationships
•    AIB Consumer Credit Products
•    AIB Consumer Lending
•    AIB Fundamentals of Consumer Lending
•    AIB Fundmentals of Mortgage Lending
•    AIB Introduction to Analyzing Financial Statements
•    AIB Introduction to Mortgage Lending
•    AIB Overview of Financial Statements
•    AIB Personal Tax Return Analysis
•    AIB Principles of Banking and/or Banking Today
Download the AIB catalogE-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses


Commercial Lenders

New – Two Years’ Experience
•    Analyzing Corporate Statements and Tax Returns
•    Analyzing Personal Tax Return and Financial Statements
•    Appraisal Review
•    Compliance with Federal Lending Regulations
•    Implementing the New SAFE Act Rules
•    Essentials of Commercial Lending
•    FCRA and FACTA Review and Update
•    Flood Insurance Review & Update
•    Real Estate Lending – A to Z
•    The Southeastern School of Commercial LendingSM
•    Training the Credit Analyst

Three-Five Years’ Experience
•    Analyzing Corporate Statements and Tax Returns
•    Appraisal Review
•    Compliance with Federal Lending Regulations
•    FCRA and FACTA Review and Update
•    Implementing the New SAFE Act Rules
•    Senior Lender Forums
•    The Southeastern School of Advanced Commercial LendingSM
•    Training the Credit Analyst

Five or More Years’ Experience
•    Analyzing Corporate Statements and Tax Returns
•    Appraisal Review
•    Compliance with Federal Lending Regulations
•    Credit Conference
•    FCRA and FACTA Review and Update
•    Implementing the New SAFE Act Rules
•    Senior Lender Forums

AIB Continuing Education Curriculum
•    AIB Calling on Small Business Customers
•    AIB Credit Products for Small Businesses
•    AIB Deposit Products for Small Business
•    AIB Fundamentals of Small Business Banking
•    AIB Introduction to Agricultural Lending
•    AIB Introduction to Analyzing Financial Statements
•    AIB Overview of Financial Statements
•    AIB Problem Loan Workouts
•    AIB Relationship Selling to Small Business Customers
•    AIB Retirement Products for Small Business
•    AIB Servicing and Growing Small Business
•    AIB Small Business Borrowing
•    AIB Understanding Your Construction Borrower
Download the AIB catalog
E-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses


Personal Banker

•    Avoiding Check and EFT Losses
•    BSA/AML Training
•    FCRA and FACTA Review and Update
•    Fundamentals of Compliance
•    Handling Claims Against Customer Funds and Information
•    IRA Basics
•    IRA Update and Audit
•    Loss Prevention
•    Opening New Accounts in Tennessee
•    Southeastern IRA Institute
•    Tennessee Deposit Account Administration

AIB Continuing Education Curriculum
•    AIB Cross Selling Deposit Products
•    AIB Effective Referrals
•    AIB eLearning Personal Banker Compliance Courses
•    AIB Law and Banking Principles
•    AIB Marketing Financial Services
•    AIB Principles of Banking and/or Banking Today
•    AIB Relationship Selling
•    AIB Revitalizing Customer Service
•    AIB Understanding Bank Products
Download the AIB catalogE-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses


Teller

•    Avoiding Check & EFT Losses
•    BSA/AML Training
•    FCRA and FACTA Review and Update
•    Handling Claims Against Customer Funds and Information
•    IRA Basics and/or IRA Update and Audit
•    Opening New Accounts in Tennessee
•    TBA Professional Teller School
•    TBA Teller Loss Prevention
•    TN Deposit Account Administration

AIB Continuing Education Curriculum

•    AIB Principles of Banking and/or Banking Today
•    AIB Cross Selling Deposit Products
•    AIB Customer Service
•    AIB Relationship Selling
•    AIB Effective Referrals
•    AIB eLearning Teller Compliance Courses
Download the AIB catalogE-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses


Management / Supervision

(Operations/Branch/Departmental)
•    CFO/Controller Forums
•    FCRA and FACTA Review and Update
•    Fundamentals of Compliance
•    Human Resources Conference
•    IT Audit
•    Leadership Convention
•    Professional Teller School
•    Strategic Technology Conference
•    The Security Function
•    The Southeastern School of BankingSM

AIB Continuing Education Curriculum
•    AIB Building and Retaining Customer Relationships
•    AIB Coaching for Success
•    AIB Corrective Action
•    AIB Hiring the Best
•    AIB Improving Productivity
•    AIB Introduction to Supervision
•    AIB Managing Change
•    AIB Managing Employee Relations
•    AIB Marketing Financial Services
•    AIB Meetings that Work
•    AIB Performance Management
•    AIB Presentation Skills
•    AIB Project Management Fundamentals
•    AIB Reward and Recognition
•    AIB Supervision
Download the AIB catalogE-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses


Bank Management

•    Annual Meeting
•    CEO Forums
•    Credit Conference
•    Executive Management Conference
•    Independent Bankers Division Convention
•    Legislative Reception

AIB Continuing Education Curriculum
•    AIB Analyzing Bank Performance
•    AIB Executive’s Guide to Enterprise Risk Management
•    AIB Managing Funding, Liquidity and Capital
•    AIB Managing Interest Rate Risk
•    AIB Managing the Bank’s Investment Portfolio
•    AIB Presentation Skills
•    AIB Supervision
•    AIB Understanding Bank Performance
Download the AIB catalogE-mail TBA for Information Phone: 615/244-4871 or 800/964-5525

Tennessee Bankers University (TB-U) Continuing Education Curriculum
•    On-Demand Courses