IconBg_0000s_0008_FinancialTraining & Development Financial Institutions

The Financial Services industry is a highly competitive service and solutions market. Management and support personnel need solid customer service, sales, problem solving and communication skills to effectively support their customer’s needs.

TrainSmart’s experience with assessing skills and providing tailored, facilitator-led or e-learning training will help you with your competitive edge.

We have designed, developed and delivered training in sales, technology tools, leadership programs, and customer service specifically for clients in the financial services industry.

Some key training initiatives TrainSmart has delivered in the financial services industry include:

Recent Projects Completed

Florida Community Bank

  • Facilitated a highly-interactive Train-the-Trainer Workshop for all Florida Community Bank trainers with intent of increasing the effectiveness and confidence of the trainers.
  • Facilitate a consultative selling workshop for Florida Community Bank. The intention of the workshop was to assist the managers in understanding the how’s to train and support their teams on techniques of consultative selling.

First Midwest Bank

  • Developed a The-the-Trainer for the bank’s new multi-branch distance learning equipment

Harris Bank

  • Developed an extensive eLearning project that was a full multimedia simulation of the bank’s new consumer loan application

Custom Train-the-Trainer Programs for Finance

Custom Learning Solutions For Banking & Finance

You’re Extra Set Of Hands Is Here To Help! Tell Us About Your Project

Ready to discuss your training needs? Schedule a 30-minute call, so we can learn more about each other and determine if we are a good fit. This is a no obligation consultation. We look forward to hearing from you. Call us at 800-807-8030 or fill out the form below.