Next Level Banker

"The Next Level Banker Training Program" is a comprehensive training designed to equip retail bank employees with the knowledge, skills, and tools necessary to provide holistic banking services and solutions to clients beyond daily transactions.

The 14-week program is delivered through a multi-phase approach, including online modules, in-person workshops, and ongoing sustainment activities.

Areas of study and timeline may be customized according to your organization's requirements.

Areas of Study:

Phase One: Technical Knowledge (4 weeks of online modules)

• Financial planning concepts
• Cash flow analysis and management
• Protection and estate planning strategies
• Investment planning principles
• Retirement planning solutions
• Education planning options
• Risk management strategies
• Challenges faced by business owners
• Risk management and insurance planning for businesses

Phase Two: Conversational Skills (2-day in-person workshop)

• Overall conversational skills development
• Advanced sales and client experience techniques
• Presenting a comprehensive value proposition
• Transitioning from reactive to proactive client engagement
• Conducting effective discovery interviews
• Making suitable product and service recommendations
• Establishing long-term client relationships
• Credentializing and collaborating with business partners (e.g., Business Banking, Treasury Management, Wealth Management)

Phase Three: Application and Coaching (9 weeks of sustainment activities)

• Scenario-based skill practice through self-recorded videos
• Receiving coaching and feedback on video submissions
• Peer review and feedback on scenario responses
• Refinement of client interaction skills
• Reinforcement of technical knowledge application