Transform Your Training Strategy with Expert Guidance

Level 1: Training Support Package $2,500/month

Best for banks that need structured training but not a full-time trainer.

✅ Quarterly Strategy Meeting – Align training with business goals.

✅ Two Virtual Training Sessions Per Month (90 minutes each).

✅ LMS Management & Compliance Tracking – Ensure training is completed and measured.

✅ Survey & Data Review – Monitor training effectiveness and make adjustments.

✅ 24/7 Access to Training Templates & Materials – Pre-built resources to support internal trainers.

Level 2: Full Fractional Training Partner $3,950/month

Best for banks needing ongoing facilitation, LMS support, and curriculum development.

✅ Monthly Strategy Meeting – Continuous alignment with bank leadership.

✅ Four Training Sessions Per Month (Mix of virtual & in-person options).

✅ Custom Curriculum Development – Build new courses, update content, and enhance LMS training.

✅ Survey & Data Review – Generate reports and insights to improve training.

✅ Dedicated LMS Management – Work with your system to optimize training scheduling and completion tracking.

Pay-As-You-Go Training & Consulting Options

Best for banks that need flexible, expert-led training without a long-term commitment, allowing them to enhance employee development on an as-needed basis.

All training options can cover the following; New Hire Orientation, Teller New Hire, New Accounts, Sales, Leadership, Customer Service, Communication and Compliance Knowledge Enhancement.

One Virtual Training Session (90 min) |$1,500| Expert-led facilitation using bank-provided training materials OR Level Up’s pre-built training.

One In-Person Training Session (Half-Day) |$3,500 + travel| Facilitated training session using existing bank materials or Level Up-designed content.

One Full-Day On-Site Training |$5,500 + travel| Customized training session(s) based on bank goals, using a mix of their materials and our structured facilitation methods.

Custom Curriculum Development (One-Time) |Starting at $3,000| Custom-built training module aligned with bank goals. Portions can be built into your LMS.

LMS Consulting & Implementation |$2,500| (One-time) Review, optimize, and set up LMS courses + scheduling. No ongoing management.

Survey & Data Review |$1,500| (One-time) Measure training effectiveness, analyze data, and provide insights.

Can’t find what you are looking for? Schedule a call today!

Client Testimonial

"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

Client Testimonial

"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

Client Testimonial

"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