OUR SERVICES


MANAGEMENT & LEADERSHIP 

•Retail Branch Management Series

•Teller Supervision/Head Teller Series

•Emerging Leaders

•Sales and Service Coaching

•Performance Management


RETAIL TRAINING 

•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


REGULATORY & COMPLIANCE 

•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 



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

•Directors Conference

•Compliance for Every Banker

•The Customer Experience

•Building a Performance Culture

•Service Excellence is Everyone’s Job


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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