OUR SERVICES
•Retail Branch Management Series
•Teller Supervision/Head Teller Series
•Emerging Leaders
•Sales and Service Coaching
•Performance Management
•Retail Banking Lending Bootcamp
•Retail Banking Lending - Beyond the Basics
•Universal Banker Training and Certification
•Strategies for Universal Banking
•Senior Retail Forum
•Teller Certification Series
•Head Teller Certification
•Service Excellence for the Frontline
•Frontline Fundamentals
TRAINER DEVELOPMENT
•Education/Trainer Forums
•Train-The-Trainer
•Training on the Required Regulations
•20-Minute Training Meetings
•In-Bank Trainer Certification
•PSI Program Certification
•Virtual Training for Results
•CRA Workshop - For Intermediate to Small Banks
•AML/CFT Compliance Programs and Schools
•BSA/AML/CFT Officer Forums
•New Compliance Officer Program
•Deposit Compliance School
•CTRs for the Frontline
•Lending Compliance School
•ABC's of Compliance Regulations
•Safe Deposit Operations 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
•Directors Conference
•Compliance for Every Banker
•The Customer Experience
•Building a Performance Culture
•Service Excellence is Everyone’s Job
CONSULTING SERVICES
PSI also works directly with financial institutions to provide solutions to:
•Deposit and Lending Compliance Reviews
•Loan Workouts
•BSA Compliance Reviews
•Sales and Service Culture Implementations
•Compliance and Regulatory Adherence and Responsiveness
•Performance Management Processes
•Retail Delivery Systems
•Universal Banker Transformation
•Banking Cannabis Businesses