Financial Services
Large Regional Bank
Overview
Audiences
- New-hire Personal Bankers
- Large number of Gen Y’s (Millennials)
Challenges
- Classroom program was not engaging
- Low confidence level Day 1 (2.5 out of 10)
- Inadequate sales levels
Solution
- Competency model
- Structured field experiences
- Web-based training
- Web-based testing and certification
- Multimedia classroom component
Measurable Business Results
- Increased Day 1 confidence level (from 2.5 to 7.0 out of 10)
- Sold/maintained 50% more checking accounts
- Increased cross-sell ratio
