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