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Certified Associate - Core Banking

Core banking systems are back-end systems that process and post transactions and other key banking activities, such as account opening, deposit, loan and credit processing. The system interfaces to general ledger systems and reporting tools.

 

Skill Board Associate certification in Core Banking evaluates candidates for fundamental knowledge of retail banking processes, core banking systems, and the skills necessary to resolve common business problems in operations and technology, enabling banks to deliver services to clients. The assessment is conducted through an online remote proctored test.

 

Certified Business Technology Associate (CBTA) - Core Banking certification is issued to candidates with 1+ years of career experience in banking technology and who successfully pass the assessment for the CBTA - Investment Management certification.

Next available assessment date:

May 20
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Who should get certified
  • Business Analysts with 1+ years of experience working in banking and financial services.
  • Developers and QAs with 1+ years of experience working on core banking applications.
  • Business Operations Associates with 1+ years of experience working in the financial services industry.
  • Banking professionals who are exploring careers opportunities in information technology.
Candidates are evaluated for
  • Understanding of the business of banking and their products.
  • Understanding of banking channels.
  • Understanding of core banking services and operations.
  • Understanding of core banking systems and vendor products.
  • Understanding of regulatory frameworks in the banking industry.
Maintaining the certification
  • Certified Associates are required to recertify after 3 years, either by taking a recertification assessment or through continuing education credits.
  • Continuing education credits may be earned by taking industry certifications, participating in industry conferences, including professional presentations, and writing industry thought papers published on skillboard.org or other online forums.
Assessment weightage by Knowledge Area
DomainWeightage

Banking products and Channels

Bank Products & Services, Customer Channels.

5-10%

Core Banking Operations

Client Onboarding, KYC/FCC Compliance Operations, Cash Management, Credit Card and Payment Operations, Reconciliation, Billing & Revenue Management, Tax Operations.

10-20%

Core Banking System - CRM & Client Servicing Module

CRM Modules, KYC Compliance, Customer Onboarding & Maintenance, Personalization, Preferences, Alerts, Customer Analytics & Campaigns, Contract and Document Management, Customer Communications & Statements.

10-20%

Core Banking System - Product Modules

Deposit, Consumer Lending, Corporate Lending, Domestic payments & Remittance, Card Management, Trade Finance, Remittance, Wealth Management, Treasury & Cash Management, Product Management - Promotions, Bundling & Pricing.

20-30%

Core Banking System - Transaction Processing & Accounting

General Ledger, Chart of Accounts, Accounting, Reconciliation, Reporting, Fees & Billing.

20-30%

Core Banking System - Shared Services

Security, Risk Management, User Access Management, Reference Data Management.

10-20%

Core Banking System - Vendor Platforms

Core Banking Applications, Commercial-off-the-shelf platforms.

0-10%