Training & Development Solutions For Financial Services, Banks & Credit Unions

Are you in the financial services and banking industry looking for a competitive edge? Look no further than TrainSMART’s expert financial services training consultants.

Our consultants specialize in developing and improving training strategies, materials, and even your own company trainers through our train-the-trainer program. We have a proven track record of designing and delivering top-notch training in sales, technology tools, leadership programs, and customer service tailored specifically for the financial services industry.

TrainSMART is experienced in assessing skills and providing customized, facilitator-led, or e-learning training to meet your institution’s specific needs. We have already facilitated highly interactive soft skills workshops for various banks, including train-the-trainer and consultative selling techniques. We have also developed multimedia simulations of new consumer loan applications and created interactive soft skills workshops to improve teamwork and handle difficult situations.

Our expertise doesn’t end there – TrainSMART has even provided consulting for the Learning and Development team at Harris Bank, building a library of e-learning modules for onboarding using Articulate Storyline.

Don’t let your financial institution fall behind the competition. Let TrainSMART’s expert consultants provide the training and development your team needs to succeed. Contact us today to learn more.

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 consultative sales training for Florida Community Bank. The intention of the workshop was to assist the managers in understanding how 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

Frequently Asked Questions: Financial Services Training & Development

Why is employee training critical in the financial services industry?

Training ensures compliance, builds client trust, and enhances performance. It reduces risk, supports accuracy, and strengthens customer service in high-stakes financial environments.

What types of training does TrainSMART offer for banks and credit unions?

TrainSMART provides customized training in sales, leadership, customer service, team communication, onboarding, and Train-the-Trainer programs specifically for financial institutions.

Can training be customized for our financial institution’s unique needs?

Yes. All training is tailored to your systems, customer service model, and strategic goals. We build both in-person and digital learning solutions aligned with your institution’s requirements.

How does TrainSMART support onboarding in financial services?

TrainSMART develops onboarding programs that speed up new hire readiness. We use eLearning tools like Articulate Storyline and live workshops to cover compliance, systems, and soft skills.

What are TrainSMART’s most requested workshops for financial services clients?

Popular programs include Train-the-Trainer workshops, consultative sales training, team communication skills, customer service excellence, and soft skills for client-facing staff.

Do you offer training for remote or multi-branch banking teams?

Yes. We design scalable training that works across multiple locations, using virtual, instructor-led, and hybrid formats suitable for banks and credit unions with distributed teams.

Is compliance and security covered in your financial training programs?

Yes. While we focus on skills and performance, we incorporate compliance, regulatory behavior, and secure client interaction practices into soft skills and onboarding content.

Does TrainSMART have experience with eLearning in the financial sector?

Yes. We’ve developed multimedia eLearning content and simulations using Articulate Storyline for banks like Harris Bank and WinTrust, including onboarding and system training modules.

What is a Train-the-Trainer program and how does it help banks?

Our Train-the-Trainer program empowers internal trainers to deliver impactful sessions consistently. It improves knowledge transfer and enables banks to scale training across branches.

How do I get started with TrainSMART’s financial training services?

Visit the page and click “Request Information” or contact our team to schedule a consultation. We’ll identify your training goals and recommend a tailored solution for your institution.

 

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.