Let's Talk
Train-The-Trainer Certifications
Powerful Training for the future of your teams. 2020 changed the way we interact with our customers and it’s not likely that we will change back any time soon. So, how are you going to make the most of your customer interactions in 2024?
Banker-to-Banker we understand the importance of developing your teams. That’s why we invite you to learn everything we’ve learned over years of developing methods to support the Universal Banker role.
The training series is designed to prepare you to host your own training and to provide you with all of the necessary training materials to begin training within your own organization the day you return/complete the virtual training.
Who Should Attend?
- Training/Mentoring Staff
- Retail or Sales Management
- Executives and Senior Retail Leaders
- Human Resources Team
- Universal Banker Change Agent(s)
Tammy Kosa
VP, Regional Sales and Development Manager of Northrim Bank
What Our Clients Say
Extraco Consulting provided us with a clearly defined framework to refine and implement bank wide sales/service training. We highly recommend the site visits. We experienced the SWARM philosophy first-hand along with open/honest communication from the team on how they overcame obstacles in their transformation process. Another key aspect was learning Extraco’s best practice tips, and having the ability to customize the training. This enabled us to make the training fit our culture and “feel like” us. As a result, our employees have embraced the process, and since implementing, we have seen our service quality remarks improve from 82% to 88% in two quarters. We are confident that we will be able to sustain this well into the future because we have such a solid foundation. It is refreshing to get this type of opportunity where an industry partner shares best practices with the intent of making your journey successful.
Don’t make them wait any longer
Choose Two OR All Three Sessions
Day One and Two
Customer Service and Relationship Building Sales Training
Spend two days with us and learn everything we’ve learned over years of developing our award-winning sales model, supporting the Universal Banker role and customer experience. This event will prepare you to host your own training and provide you with all of the necessary training materials to begin training within your own organization the day you return.
On day one, your Trainer(s) will experience hands-on training, preparing them to deliver your training at your organization right away. Your trainer(s) will practice delivering the training material and learn from our training experts experience delivering the customer service and relationship building based sales model training.
Learn More About Our CX Sales Training
Day 1 Workshop Includes:
- A Superior Customer Experience
- Customer Service Etiquette
- Adapting Communication to the Style of the Customer
Day 2 Workshop Includes:
- Relationship Building Sales Model
- Generating Successful Referrals to Product Champions
- Networking for Success
- Turning Service Events into Sales
- Creating Bond and Rapport
- Effective Profiling
- Overcoming Customer Objections
Day 3 Workshop Includes:
- Trainer Manual with Scripted Teaching Guide
- Interactive Participant Workbook
- Training Session PowerPoint
- Role Play Exercises to Practice the Skills Being Taught
- Ice Breakers and Games to Reinforce Course Content
- Facilitation Best Practices for Optimal Cultural Adoption
- List of Recommended Supplies
- Electronic Files (PDFs) for all Session Materials
Prices and Workshop Dates
Customer Service and Relationship Building Sales Training – Train-the-Trainer
$2,499 for first attendee
$1,799 for each additional attendees
Two full days of training in 2 comprehensive, turn-key training programs, including all materials.
Additional Options:
(Per Institution, not per participant)
- Customized training content, including but not limited to your products, services, policies and procedures. | $750
- Customized training material that is editable. | $1,250
Years 2024 and 2025
Dates have been modified to allow for in-person training (limited seats) :
2024 | September 17th & 18th
2024 | November 19th & 20th
Sign Up Today for
Day One & Two
We also offer providing all training materials in Microsoft Word format to allow our clients to edit the training materials yourself.
Day Three
Universal Banker Training Workshop – SWARM Banking™
Join us for this one (1) day workshop designed to educate participants in the basic components that led to the formation of the award-winning Universal Banker Model, known as SWARM Banking™.
SWARM Banking™ is more than just a Universal Banker model, it is a holistic approach to the customer experience that ensures excellence beyond customer expectations. As a part of the workshop, see the model in action while virtually touring a financial center where you can talk to employees and see all of the technology that enables the model to run smoothly. Learn curiculum content for Universal Banker and SWARM Banking™ Training best practices. Participants will leave with the needed tools to implement on-going behavioral training solutions in a turn-key fashion.
Learn More About Our Universal Banker Training
Workshop Includes:
- The importance and vision of the SWARM Banking™ Model
- The components of the model
- Functional behaviors
- Universal Banker (SWARM Banking™) expectations
- Extensive situational role-play will be conducted to ensure a thorough understanding of the model and its expectations
Additional Content Includes:
- Participate in a Financial Center Tour to virtually “See the Model in Action”
Training Materials include:
- Trainer’s Manual with Teaching Guide
- Interactive Participant Workbook
- Training Session PowerPoint
- Disc with all training materials
- List of recommended supplies
- Ice breakers and games to reinforce the course content
Prices and Workshop Dates
SWARM Banking™ / Universal Banker Train-the-Trainer Seminar
$1,500 for first attendee
$750 for each additional attendees
One full day of comprehensive training, including all materials.
Attending All Three?
Receive a discounted price for all three seminars and materials of $3,325 if attending all three training seminars (Customer Service Train-the-Trainer, Relationship Building Sales Train-the-Trainer, and Universal Banker Train-the-Trainer).
Each additional participant may attend all three training seminars for a discounted price of $2,475.
Years 2024 and 2025
2024 | September 17th & 18th
2024 | November 19th & 20th
Sign Up Today for
Day One & Two
We also offer providing all training materials in Microsoft Word format to allow our clients to edit the training materials yourself .