Bank Training Services

For You & Your Business

Empower Your Bank or Credit Union’s Internal Training with Expert Guidance and Custom Solutions!

Consulting for Training Development: We partner with your organization to guide the creation of high-impact training programs tailored to your specific needs and goals. Our approach is consultative; we work alongside your trainers and subject matter experts (SME) to help them design and develop comprehensive, effective training solutions for critical banking areas, including:

  • Relationship Building & Selling: Strengthen client relationships and boost sales with customized strategies.

  • New Hire Onboarding: Prepare new employees for success by helping you create robust onboarding programs.

  • Teller Training: Enhance service delivery and customer satisfaction through well-structured teller development.

  • Coaching for Accountability & Sales: Empower your managers with coaching skills to drive accountability and foster sales growth.

  • Compliance: Support your team in developing compliant behaviors and reducing risk through interactive, policy-aligned training.

  • Lending: Help your team gain the knowledge and skills needed to make well-informed lending decisions across all areas, from consumer to commercial.

  • Operations: Improve operational efficiency and reduce errors by aligning training with your bank’s policies and procedures to ensure consistent adherence.

Expert Facilitation Guidance: We equip your trainers/SMEs with the knowledge and skills to design, facilitate, and manage effective training sessions, turning them into internal training experts.

Building Sustainable Success: By supporting your internal training development and encouraging continuous improvement, we help you lay the groundwork for long-term growth and success.

Ready to transform your bank or credit union's training programs and drive success from within? Contact us today for a free consultation and let's discuss how our tailored solutions can empower your trainers and elevate your bank's performance!

Bank teller handing client paperwork

Benefits of Our Consulting Services

  • Lower Turnover Rates Icon

    Lower Turnover Rates

    High employee turnover rates can be costly and disruptive to your business. Our training programs are designed to help employees feel more engaged and invested in their work, which can lead to lower turnover rates and a more stable workforce.

  • Improved Performance Icon

    Improved Performance

    Employees who receive effective training are better equipped to perform their jobs with greater efficiency and accuracy. This can lead to increased productivity and profitability for your bank.

  • Professional Development Icon

    Professional Development

    Investing in your employees' professional development can lead to a more skilled and knowledgeable workforce, which can benefit your bank in the long run. Our training programs are designed to help employees develop new skills and knowledge that can benefit both themselves and your bank.

  • Customized Solutions Icon

    Customized Solutions

    We understand that every community bank is unique, with its own set of challenges and opportunities. That's why our consulting services are customized to meet the specific needs of your bank. We work closely with you to understand your goals and develop a training program that fits your budget and resources.

 

Bobbi is a Certified Professional in Training Management (CPTM)