OUR SERVICES


MANAGEMENT & LEADERSHIP 

•Retail Branch Management Series

•Supervision for Bankers

•Teller Supervision/Head Teller Series

•Emerging Leaders

•Sales and Service Coaching

•Performance Management

•Meet the Press

•Women In Banking


RETAIL TRAINING 

•Consumer Lending

Universal Banker Training and Certification

•Senior Retail Forum

•Teller Certification Series

•Head Teller Certification

•Safe Deposit Operations

•Service Excellence for the Frontline

•Frontline Fundamentals


TRAINER DEVELOPMENT 

•Train-The-Trainer

•Training on the Required Regulations

•20-Minute Training Meetings

•In-Bank Trainer Certification

•PSI Program Certification


RETAIL & COMPLIANCE CONSULTING SERVICES 

PSI also works directly with financial institutions to provide solutions to: 

•Sales and Service Culture Implementations

•Compliance and RegulatoryAdherence and Responsiveness

•Performance Management Processes

•Retail Delivery Systems

•Universal Banker Transformation



REGULATORY & COMPLIANCE 

•Deposit Compliance School

•BSA/AML Officer Schools

•BSA/AML for Directors

•BSA/AML Officer Forum

•Deposit Regulations for the Frontline

•Deposit Regulatory Hot Topics

•Security Training

•Compliance for Retail Banking


SALES & SERVICE TRAINING 

•Business Development Series:

    o Maximizing Current Relationships

    o Prospecting for “Good” Customers

•Growing the Bank - Relationship Selling

•ABC’s of Referrals

•Consumer Lending Bootcamp

•Customer Service Excellence

•Building a Service and Sales Culture


CONFERENCE TOPICS 

•Women in Banking

•Women in Mentoring Roles

•Directors Conference

•Human Resource Development

•Compliance for Every Banker

•The Customer Experience

•Building a Performance Culture

•Leading Today’s Generations

•Service Excellence is Everyone’s Job


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