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

Communication Workshops	Lunch & Learn Workshop	Half-Day Training Workshop	Full-Day Training Workshop	Multi-Day Training Workshop	Virtually Facilitated
Effective Workplace Communication Training	YES	YES	YES		YES
Effective Presentation Skills Training			YES	YES	YES
Advanced Presentation Skills				YES	YES
Corporate Communication Training	YES		YES		YES
Meeting Facilitation Training		YES			YES
Professional Business Writing Training		YES	YES		YES
Writing For Leadership's Eyes		YES	YES		YES
Writing To Improve Your Bottom Line		YES	YES		YES
Technical & Report Writing Workshop				YES	YES
Conversation Skills Training: ConversationSMART	YES	YES	YES		YES
Professionalism In The Workplace Training	YES	YES	YES		YES
Dealing with Difficult People At Work	YES	YES	YES		YES
Building Stronger Business Relationships		YES	YES		YES
Building Better Business Relationships With Emotional Intelligence		YES	YES		YES
Conflict Management Training		YES	YES		YES
Executive Presence Training				YES	YES
People Skills For A Global Workforce - Cultural Intelligence			YES		YES
Understanding Yourself - The Key To Success		YES	YES		YES
Think On Your Feet: Present With Clarity & Confidence			YES		YES
Creating Winning Business Writing Through Storytelling				YES	YES
Email Etiquette Training	YES	YES			YES
Communication & Customer Service Strategies	YES	YES	YES		YES

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

Training Professionals	Lunch & Learn	Half-Day Training Workshop	Full Day Training Workshop	Multi-Day Training Workshop	Virtually Facilitated
Train-the-Trainer Course + Certification				YES	YES
Beyond T3: Enhance Your Training & Engage Your Audience		YES	YES	YES	YES
How To Facilitate Virtual Training Workshop					YES
How To Design & Present Technical Training Workshop			YES	YES	YES
Instructional Design Fundamentals Training			YES	YES	YES
Advanced Instructional Design - Digging Deeper			YES	YES	YES
Design & Present On The Job Training Workshop			YES		YES
How To Use PowerPoint In Training			YES		YES
DiSC Certification Training				YES	YES
Survival Skills For A New Trainer			YES		YES
Training Evaluation Basics Workshop		YES	YES		YES
Instructional Design: Starting With An End In Mind			YES		YES
Designing For eLearning: Where Do I Start?			YES		YES
Live Online Train-the-Trainer				YES	YES
How To Create & Deliver Virtual Training					YES
Train-the-Trainer: – Strategies & Tools To Foster Learning				YES	YES
Train-the-Trainer – Training Using Discovery and Exploration				YES	YES
Return on Expectations Certificate		YES	YES		YES

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

 

 

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.