Performance Support for a Prominent Financial Services Company

The Company

This organization is a global leader in the banking and financial sector, with 50,000+ employees and presence in 40 different U.S. states as well as 5 other countries.

Business Challenges

The organization needed to fill skill gaps and improve employee performance of their customer-facing Sales team:

• Train employees on engaging customers through conversation
• Impart product knowledge regarding check ready and traditional loans
• Equip them with Disclosures and next steps