We are here to help your bank employees succeed!

Your success is simply an added bonus!

Client Testimonials

  • "The training programs developed by Level Up Facilitation Group have revolutionized how we onboard and train employees. Their approach of incorporating our existing tools with a structured curriculum for new hires, tellers, and new accounts has been extremely well-received by our team. One of our employees shared, 'I ABSOLUTELY LOVED having a daily agenda which provided a roadmap on what to cover, versus having a two-page checklist. I enjoy training new tellers, but often felt lost on where to get started. With this new curriculum format, I no longer have to guess—it gives me a clear agenda to follow each day. While I may not get to everything on each day, having this roadmap has made a huge difference.' Feedback like this highlights how much easier and more effective the training process has become, allowing our team to feel more confident and focused during sessions."

    PriorityOne Bank

  • "Level Up Facilitation Group completely transformed how we approach training with their structured program for new hires and tellers. They not only created content but ensured our branch managers were comfortable delivering it through interactive 'dry-runs.' This made the transition to our new training process smooth and effective. Their partnership has improved consistency and confidence among our team, making onboarding a much more streamlined experience."

    Oregon-Based Bank

  • "Working with Level Up Facilitation Group has been a game-changer for our sales strategy across all customer-facing departments. They helped us develop customized selling content for Ag, Commercial, Mortgage, and Retail, while aligning the curriculum with our company goals and incorporating unique value statements that set us apart from the competition. Their hands-on approach, including co-facilitating with our certified trainer, ensured a seamless handover, making us more self-reliant in delivering our sales training. The impact on our team has been outstanding!"

    Nebraska Region Based Bank

What Are People Saying?

  • "Bobbi’s individualized 1:1 coaching was a true game-changer, allowing me to zero in on the most relevant and impactful skills. What’s more, Bobbi’s prior experience in Bank Training was a huge value-add. She understands the unique opportunities Bank Training Facilitators are presented with throughout the facilitation and training management processes. She provided tailored content and coaching which I was able to immediately translate into tangible results."

    Amber Thomas, CBFM Training & Education Specialist at Adams Bank & Trust

  • Paul Nunn Headshot

    "I met Bobbi several years ago when she was leading her bank’s training department. Bobbi has a knack for helping others learn and a passion for helping other trainers. She knows what it takes to be an outstanding trainer and loves helping community banks provide exceptional training to their employees. I know few community banks who have the luxury of both a professional learning and development leader on top of bank leadership. Bobbi is that unicorn. She even helped me with banking and facilitation questions when I started my own business."

    Paul Nunn, Leadership Trainer, Sales Trainer, Keynote Speaker at Paul Nunn LLC

  • Steve Schmidt, Executive Partner, Integrity Solutions

    “Bobbi’s authentic approach is complimented by her laser focus on truly serving the needs of others. Her wealth of experience provides a unique foundation and conduit for personalizing solutions for her (banking) customers. Bobbi has a unique skillset that effectively balances the ‘people’ equation with the ‘business’ equation – positively impacted both, without compromise.

    Steve Schmidt, Executive Partner, Integrity Solutions

Effective Training Can Be Informative AND Exciting!

Training Does Not Have To Be Boring Or Difficult!

Happy woman training at a computer

Constant changes facing banks & credit unions can be an overwhelming balance between keeping your employees educated and providing the right services for your customers. Let us guide you toward success as your expert training partner.

We’re experienced in common headaches facing banks & credit unions such as:

  • Employee training retention when rolling out new products & services

  • Trainers who struggle to convey information clearly to non-experts

  • Unorganized onboarding of new hires resulting in information gaps

  • Undue expenses incurred training across your branch locations

  • Uninformed employees unable to answer questions for customers

  • Your employees aren’t excited to share their knowledge with customers

If these sound familiar, we can help identify gaps in your training and encourage excitement in your employees through techniques designed to fuel your bank’s success!