OUR SERVICES
•Retail Branch Management Series
•Supervision for Bankers
•Teller Supervision/Head Teller Series
•Emerging Leaders
•DEI - Diversity, Equity, and Inclusion
•Sales and Service Coaching
•Performance Management
•Meet the Press
•Women In Banking
•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
•Safe Deposit Operations
•Service Excellence for the Frontline
•Frontline Fundamentals
TRAINER DEVELOPMENT
•Train-The-Trainer
•Education/Trainer Forums
•Training on the Required Regulations
•20-Minute Training Meetings
•In-Bank Trainer Certification
•PSI Program Certification
•Virtual Training for Results
•BSA/AML Officer Schools
•BSA/AML for Directors
•BSA/AML Officer Forums
•Cannabis Banking Program
•CTRs for the Frontline
•Deposit Compliance School
•Deposit Regulations for the Frontline
•Deposit Regulatory Hot Topics
•Compliance for Retail Banking
•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
•Leading Today’s Diverse Generations
•DEI - Diversity, Equity, and Inclusion
•Directors Conference
•Human Resource Development
•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