Financial Services
Training & Development Solutions For Financial Services
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, help develop 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.
Some key training initiatives TrainSmart has delivered in the financial services industry include:
- Custom eLearning Development
- Developed & Delivered Train-The-Trainer
- Developed & Designed Training Materials
- Instructional Design Services
- Presentation Skills Training
- Team Building Training
- Developed Custom CRM
- Database Design
- MS Office Training
- Time Management Training
- Communication Skills Training
- Meeting Facilitation Training
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
Sallie Mae
- Developed on-site, interactive training workshop centered around team work, dealing with difficult people within their own team
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.