Financial Services
Training & Development Solutions For Financial Services, Banks & Credit Unions
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.
Our financial services training consultants help develop and improve training strategies, improve training materials and assist in developing company trainers (train-the-trainer).
We have designed, developed, and delivered training in sales, technology tools, leadership programs, and customer service specifically for clients in the financial services industry.
TrainSmart’s experience with assessing skills and providing tailored, facilitator-led, or e-learning training will give your financial institution the competitive edge it’s looking for.
Recent Projects Completed
Florida Community Bank
- Facilitated a highly interactive soft skills Train-the-Trainer Workshop for all Florida Community Bank trainers with the intent of increasing the effectiveness and confidence of the trainers.
- Facilitated a consultative selling workshop for Florida Community Bank. The intention of the workshop was to assist the managers in understanding 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
Sallie Mae
- Developed on-site, interactive soft skills training workshop centered around teamwork, dealing with difficult people within their own team
WinTrust Bank
- We provided training and development consulting for their Learning and Development team. They are building a library of eLearning modules for onboarding which is created using Articulate Storyline
Professional Development Workshops We Offer
Communication Workshops
Human Resources Workshops
Human Resources | Lunch & Learn Workshops | Half-Day Training Workshops | Full Day Training Workshops | Multi-Day Training Workshops | Virtually Facilitated |
---|---|---|---|---|---|
Ethics | YES | YES | YES | ||
Workplace Violence Prevention | YES | YES | |||
Behavioral Interviewing Training | YES | YES | |||
Anti-Harassment Training | YES | YES | YES | ||
On-Target Onboarding Training | YES | YES |
Leadership Workshops
Leadership Workshops | Lunch & Learn Workshop | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Values Based Leadership | YES | YES | |||
Effective Leadership Training | YES | YES | |||
Fundamental Leadership Skills Training | YES | YES | |||
Coaching Skills For Leaders In The Workplace | YES | YES | |||
Influencing Workplace Culture | YES | YES | |||
Delegation Skills Training | YES | YES | |||
Managing Employee Performance | YES | YES | |||
Coaching For Performance | YES | YES | YES | ||
Developing Leaders Training | YES | YES | |||
Workload Management | YES | YES | |||
Developing Leaders Within You Training | YES | YES | YES | ||
Management Coaching Training | YES | YES | YES |
Management Workshops
Management | Lunch & Learn Workshop | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Time Management Training | YES | YES | YES | YES | |
Time Management Using The DiSC Time Mastery Profile | YES | YES | YES | YES | |
Getting Organized | YES | YES | YES | YES | |
Project Management Training | YES | YES | YES | YES | |
Project Management For Non-Project Managers | YES | YES | YES | YES | |
Stress Management | YES | YES | YES | YES | |
Balancing Work & Family Life | YES | YES | |||
Faces of Change | YES | YES | |||
Goal Setting That Generates Success | YES | YES | YES |
Customer Service Workshops
Customer Service Workshops | Lunch & Learn Workshops | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Customer Service Essentials: CustomerSMART | YES | YES | YES | YES | |
Customer Service Excellence Training | YES | YES | YES | YES | |
Call Center Customer Service Training | YES | YES | YES | YES | |
Automotive Dealership Customer Service Training | YES | YES | YES | YES | |
Sales Workshops
Sales Workshops | Lunch & Learn Workshop | Half-Day Training Workshop | Fully Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Successful Negotiation Techniques | YES | YES | |||
Effective Selling Training | YES | YES | |||
Relationship Based Selling Training | YES | YES | |||
Powerful Negotiation Techniques | YES | YES | |||
Consultative Selling Training | YES | YES | |||
Sales Prospecting Training | YES | YES | |||
Successful Selling Training | YES | YES | |||
Sales Force Management & Leadership | YES | YES |
Strategic Skills Workshops
Strategic Skills | Lunch & Learn Workshop | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Removing Barriers To Peak Performance | YES | YES | YES | ||
Making Change Irresistible | YES | YES | |||
Self-Directed Learning | YES | YES | |||
Problem Solving Training | YES | YES | |||
Adaptive Decision Making | YES | YES | |||
Polarity Thinking | YES | YES | YES | ||
Social Media Is Changing Everything | YES | YES | YES | YES | |
Strategic Thinking | YES | YES | |||
Influence Without Authority | YES | YES | YES | YES |
Team Building Workshops
Teams | Lunch & Learn Workshop | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Working With Virtual Teams | YES | YES | YES | ||
Building Successful Teams | YES | YES | |||
Developing & Managing Effective Teams | YES | YES | |||
Team Building 101 | YES | YES | |||
Building Teamwork & Commitment | YES | YES | |||
Five Behaviors Of A Cohesive Team | YES | YES | YES |
Training Professional Workshops
Women In Leadership Workshops
Women In Leadership | Lunch & Learn Workshop | Half-Day Training Workshop | Full Day Training Workshop | Multi-Day Training Workshop | Virtually Facilitated |
---|---|---|---|---|---|
Influencing: Inspire Yourself & Others | YES | YES | YES | ||
Embrace the Life You Want: Develop The Leader Within | YES | YES | YES | ||
Smart Moves For Speaking Out | YES | YES | YES | ||
YES | YES | YES |
TrainSmart is a certified Woman-Owned Business Enterprise (2000) and a Woman Small Business (2015).
We have approximately 300 facilitators, professional development trainers, instructional designers, and content developers strategically located in the United States and around the world.
Your 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.