Bobbi McVey-Blath, CPTM, CBFM

Banking Expert. Master Trainer.

With over 25 years of experience in the banking industry, my focus has evolved to empower community banks and credit unions in developing comprehensive in-house training programs that foster structure across all branches and lines of business. Additionally, I assist these institutions in refining their Training Management processes, aligning them with their strategic objectives and promoting a culture of continuous learning.

As a Certified Professional in Training Management (CPTM™️) and a seasoned bank trainer, I have been involved in creating curricula, facilitating training sessions, and collaborating closely with diverse banking personnel to identify and address their training needs. My goal is to equip community banks, credit unions, and their training ambassadors with the tools and resources necessary to become self-reliant and save money as they grow.

I firmly believe that robust training programs are crucial to the success of any organization. By emphasizing high levels of employee engagement and promoting a culture of continuous learning, I help ensure that community banks are well-positioned to achieve their strategic objectives and thrive in today's competitive market

Bobbi’s Clifton Strengths: Communication, Developer, Individualization, Adaptability, WOO

Clifton Strengths Graph

Bobbi McVey-Blath, CEO, Master Trainer

“𝗜𝗳 𝘆𝗼𝘂𝗿 𝗮𝗰𝘁𝗶𝗼𝗻𝘀 𝗶𝗻𝘀𝗽𝗶𝗿𝗲 𝗼𝘁𝗵𝗲𝗿𝘀 𝘁𝗼 𝗱𝗿𝗲𝗮𝗺 𝗺𝗼𝗿𝗲, 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲, 𝗱𝗼 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗯𝗲𝗰𝗼𝗺𝗲 𝗺𝗼𝗿𝗲, 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗮 𝗹𝗲𝗮𝗱𝗲𝗿." – John Quincy Adams

Why Level Up Facilitation Group?

We provide expert guidance and support to community banks and credit unions in developing tailored training programs that address their unique needs.

We don't just deliver generic solutions; we assist and co-create educational materials that resonate with your institution's culture, goals, and customer base.

Our extensive background allows us to craft learning experiences that address industry trends, compliance requirements, and customer expectations.

By choosing our services, you will own a comprehensive toolkit to empower your team, enhance customer engagement, and elevate your institution's standing in the community.

Vision & Values

  • Passion

    Passion generates excitement for what we do, how we do it, and whom we do it for!

  • Integrity

    Integrity creates trust, and trust creates loyalty, we live by that standard.

  • Innovation

    While the concepts are the same, every bank is different and unique in its own way, we pride ourselves on staying innovative in the ever-changing world of banking.

  • Making a Difference

    We stood where your employees are today, making a difference in the eyes of your employees to help them see how they can make a difference within your company is a must!

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