Our Services

The firm continues to build employees into leaders who are excellent performers with high morale and corporate loyalty through our specialized training, courses and coaching:

Sales, Communication, and Customer Service

• Essential Presentation Skills
• Strategies for Success
• Ziglar Sales Systems
• Assuring Customer Loyalty
• Top Performance
• Strategies for Service Culture Change
• Leading Empowered Teams
• Customer Service Excellence

Professional Courses

• Service Excellence Seminar
• Service, Solutions and Satisfaction: Winning ways for Front Office Staff
• Basic, Intermediate, and Advanced Banking Operations
• International and Domestic Banking Operations
• Comprehensive Banking Operations
• Fraud identification, prevention and control skills
• Measuring customer satisfaction
• Money laundering (Operations & Controls perspective)
• Winning Actions for Today’s Teller
• Effective Branch Management
• Skill development for Administrative and Human Resource Personnel

Our Outsourcing services include training participants to be Tellers, Secretaries, and Platform Assistants for Records, Files and Archiving for perspective national banks.

We provide immediate, customized solutions for our clients that include, but are not limited to:

• Review banking operations including production planning, productivity and service quality.
• Reviews product, market and customer surveys to evaluate product profitability/life cycles, customer satisfaction levels, market share and growth potentials.
• Review operational quality to determine staffing adequacy, back office capacity, productivity and cost controls/management.
• Review adequacy of loss prevention controls, fraud avoidance, regulatory awareness and compliance as well as adequacy of internal audit processes.
• Develop a comprehensive operations policy and procedures manual to highlight key controls while providing daily operating guidance and on-the job training of staff.

We hold courses at the client’s specified location upon request.