Extraco Consulting | Waco, TX: Home Back To Top

Powerful Training
for the future of your teams

2020 changed the way we interact with our customers and it’s not likely that we will change back any time soon. So, how are you going to make the most of your customer interactions in 2021?

Banker-to-Banker we understand the importance of developing your teams. That’s why we invite you to learn everything we’ve learned over years of developing methods to support the Universal Banker role.

The training series is designed to prepare you to host your own training and to provide you with all of the necessary training materials to begin training within your own organization the day you return/complete the virtual training.

 

Who should attend?

The ideal participants to attend the training certification series includes:

  • Training/Mentoring Staff
  • Retail or Sales Management
  • Executives and Senior Retail Leaders
  • Human Resources Team
  • Universal Banker Change Agent(s)


 

Knowledge is a beautiful thing.

Tammy Kosa
VP, Regional Sales & Development Manager - Northrim Bank

 

Extraco Consulting provided us with a clearly defined framework to refine and implement bank wide sales/service training. We highly recommend the site visits. We experienced the SWARM philosophy first-hand along with open/honest communication from the team on how they overcame obstacles in their transformation process. Another key aspect was learning Extraco's best practice tips, and having the ability to customize the training. This enabled us to make the training fit our culture and "feel like" us. As a result, our employees have embraced the process, and since implementing, we have seen our service quality remarks improve from 82% to 88% in two quarters. We are confident that we will be able to sustain this well into the future because we have such a solid foundation. It is refreshing to get this type of opportunity where an industry partner shares best practices with the intent of making your journey successful. 

 


 

Choose Two or All Three Sessions
Train-The-Trainer Certification Seminar
Available Virtually

Day One and Two
Customer Service & Relationship
Building Sales Training

Spend two days with us and learn everything we've learned over years of developing our award-winning sales model, supporting the Universal Banker role and customer experience. This event will prepare you to host your own training and provide you with all of the necessary training materials to begin training within your own organization the day you return.

On day one, your Trainer(s) will experience hands-on training, preparing them to deliver your training at your organization right away. Your trainer(s) will practice delivering the training material and learn from our training experts experience delivering the customer service and relationship building based sales model training.
 

Day 1 Workshop Includes:

  • A Superior Customer Experience
  • Customer Service Etiquette
  • Adapting Communication to the Style of the Customer

Day 2 Workshop Includes:

  • Relationship Building Sales Model
  • Generating Successful Referrals to Product Champions
  • Networking for Success
  • Turning Service Events into Sales
  • Creating Bond and Rapport
  • Effective Profiling
  • Overcoming Customer Objections

Training Materials include:

  • Trainer Manual with Scripted Teaching Guide
  • Interactive Participant Workbook
  • Training Session PowerPoint
  • Role Play Exercises to Practice the Skills Being Taught
  • Ice Breakers and Games to Reinforce Course Content
  • Facilitation Best Practices for Optimal Cultural Adoption
  • List of Recommended Supplies
  • Electronic Files (PDFs) for all Session Materials

 

Workshop Dates

All workshops for 2021 have been modified to allow for either in-person (limited seats) or virtual training.  You can still register to attend virtually and receive the same materials and experience from the comfort of your home or office.

  • February 9th and 10th
  • April 20th and 21st
  • July 20th and 21st
  • November 2nd and 3rd

 

 

Ask us about customizing the materials to your products, services and procedures.  We also offer providing all training materials in Microsoft Word format to allow our clients to edit the training materials yourself in the future.

 

Day Three
CUniversal Banker Training
Workshop-- SWARM BankkngTM

Join us for this one (1) day workshop designed to educate participants in the basic components that led to the formation of the award-winning Universal Banker Model, known as SWARM Banking™.  SWARM Banking is more than just a Universal Banker model, it is a holistic approach to the customer experience that ensures excellence beyond customer expectations.  As a part of the workshop, see the model in action while virtually touring a financial center where you can talk to employees and see all of the technology that enables the model to run smoothly. Learn curiculum content for Universal Banker and SWARM Banking Training best practices. Participants will leave with the needed tools to implement on-going behavioral training solutions in a turn-key fashion.
 

Workshop Includes:

  • The importance and vision of the SWARM Banking Model
  • The components of the model
  • Functional behaviors
  • Universal Banker (SWARM Banking) expectations
  • Extensive situational role-play will be conducted to ensure a thorough understanding of the model and its expectations

 

Additional Content Includes:

  • Participate in a Financial Center Tour to virtually "See the Model in Action"
  • Question & Answer Sessions

Training Materials include:

  • Trainer's Manual with Teaching Guide
  • Interactive Participant Workbook
  • Training Session PowerPoint
  • Disc with all training materials
  • List of recommended supplies
  • Ice breakers and games to reinforce the course content
  • Role play exercises to practice the skills being taught

 

Workshop Dates

All workshops for 2021 have been modified to allow for either in-person (limited seats) or virtual training.  You can still register to attend virtually and receive the same materials and experience from the comfort of your home or office.
 

  • February 11th
  • April 22nd
  • July 22nd
  • November 4th

 

 


Workshop Pricing:

Customer Service and Relationship Building Sales Training — Train-the-Trainer
    • 1st Participant = $2,499
    • Each additional participant(s) = $1,799 each
**Two full days of training in 2 comprehensive, turn-key training programs, including all materials

Additional options per Institution (not per participant):
    • Customized training content, including but not limited to your products, services, policies and procedures - $750
    • Customized training material that is editable by your team in Microsoft Word and PowerPoint - $1,250


 

 

SWARM Banking®/Universal Banker Train-the-Trainer Seminar
    • 1st Participant = $1,500
    • Each additional participant(s) = $750 each

If attending all three training seminars (Customer Service Train-the-Trainer, Relationship Building Sales Train-the-Trainer, and Universal Banker Train-the-Trainer) receive a discounted price for all 3 seminars and materials of $3,325.

Each additional participant may attend all three training seminars for a discounted price of $2,475.   


 

Sign Me Up!
Discounts for additional participants.