Retail Bank Consulting
We pride ourselves in understanding bankers' unique needs and delivering proven solutions in these four areas:
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Having clear expectations is the key to focusing your staff on achieving corporate objectives. We help you update your job descriptions to include sales and service objectives. Performance charts are developed that define the activity demands of each job. Job standards are developed or revised to take into consideration your objectives. We help your managers develop individual and team goals an a system of measuring and tracking these goals.
Benefits to the bank:
-Reduced Turnover
-Maximized Opportunities
-Appropriate Job Fit
-Improved Effectiveness
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Our leadership and coaching process is critical to making a lasting change in your bank. We help you select a cadre of coaches that will be trained to reinforce the skills training and to mentor the team members to encourage the desired behavior. From our leadership series, we can select from a list of management development training programs to build an effective coaching team. We provide the team with a system of performance management and tracking tools to keep them informed and motivated to achieve desired objectives.
Benefits to the bank:
-Deliver Consistent Results
-Implement Culture Strategy
-Build Team Work
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Our training and development solutions include a full curriculum of bank-specific training programs. These programs are tailored to meet the specific needs of your bank. Each program is supported by a series of reinforcement team meetings to ensure that the needed skills are fully integrated into your bank’s culture.
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Our clients have experienced significant and consistent increases in retail metrics - -core deposit, fee income, referrals resulting in profitable relationships. We coordinate product knowledge training and build promotional calendars to support the bank's total marketing efforts.
At PSI, we know that transforming how you attract, sell, and build profitable customer relationships requires more than a one-time change—it must be fully embraced and integrated into your bank’s culture. That’s why our approach delivers lasting results that drive market growth, retain top customers, and increase profitability.
We view change as a process, not an event. Traditional training often fades quickly without reinforcement, so we use a pyramid-building process:
Foundation: Establish clear objectives, communicated through position descriptions and performance standards.
Skill Development: Identify gaps between current and required skills, then provide practical, banking-specific training.
Reinforcement: Strengthen learning through team meetings, coaching, and mentoring to build an empowered, customer-focused team.
Measurement: Implement simple performance tracking and goal setting to align individual and team results with strategic objectives.
This structured approach ensures change is sustainable, measurable, and drives your bank’s long-term success.
