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 Underwriting 
•    Getting HMDA Right in 2011
•   
Introduction to Banking
•    Lending Compliance Fundamentals
•    Secured Loan Documentation
•    Truth-in-Lending Act/Regulation Z Update

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

AIB Continuing Education Curriculum
•    AIB Building and Retaining Customer Relationships
•    AIB Consumer Credit Products
•    AIB 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 and Evaluations
•    Compliance with Federal Lending Regulations
•    Essentials of Commercial Lending
•    Lending Compliance Fundamentals
•    Maximizing Workout Strategies
•    Secured Loan Documentation
•    The Southeastern School of Commercial LendingSM
•    Training the Credit Analyst
•    Truth-in-Lending Act/Regulation Z Update

Three-Five Years’ Experience
•    Analyzing Corporate Statements and Tax Returns
•    Appraisal and Evaluations
•    Compliance with Federal Lending Regulations
•    Lending Compliance Fundamentals
•    Senior Lender Forums
•    The Southeastern School of Advanced Commercial LendingSM
•    Training the Credit Analyst
•    Truth-in-Lending Act/Regulation Z Update

Five or More Years’ Experience
•    Analyzing Corporate Statements and Tax Returns
•    Appraisal and Evaluations
•    Compliance with Federal Lending Regulations
•    Credit Conference
•    Lending Compliance Fundamentals
•    Senior Lender Forums
•    Truth-in-Lending Act/Regulation Z Update

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
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

Personal Banker

•    Branch Manager Series
•    BSA/AML Compliance School
•    Deposit Compliance Update
•    Facing the Frontline
•    Fundamentals of Compliance

•    IRA Basics
•    IRA Update and Audit
•    Lending Compliance Fundamentals
•    Opening New Accounts in Tennessee
•    Safe Deposit Box Compliance
•    Southeastern IRA Institute
•    Tennessee Deposit Account Administration
•    Truth-in-Lending Act/Regulation Z Update

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

•    BSA/AML Compliance School
•    Deposit Compliance Update
•    Facing the Frontline
•    Introduction to Banking
•    IRA Update and Audit
•    Lending Compliance Fundamentals
•    Opening New Accounts in Tennessee
•    Safe Deposit Box Compliance


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)
•    Branch Manager Series
•    CFO/Controller Forums
•    Fundamentals of Compliance
•    Human Resources Conference
•    ID Theft
•    Internal Bank Audit
•    Leadership Convention
•    Lending Compliance Fundamentals
•    Strategic Technology Conference

•    The Southeastern School of BankingSM
•    
Training Toolkit

•    Truth-in-Lending Act/Regulation Z Update

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
•    Lending Compliance Fundamentals

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