Custom Training

Overview

Custom Training

Turn-key Programs

At the VBA, we provide custom in-bank training for your employees. We work with quality consultants and trainers on the variety of programs we offer each year and can work with them to bring training directly to you. They will tailor their content, format, dates, hours and location to meet your needs.  Contact Walt Lyons with questions on any of the programs below or to discuss your custom needs.

Commercial Banking
Director Training
  • Length: Ongoing
  • Format: Virtual with Guides for Self-Guided In-Person Discussion
  • Audience: 
    • Bank Directors
    • Discussion Led by President/CEO/Board Chair
  • Cost:

    • Asset SizeMonthly Price
      (Billed Annually)

      • Less Than $499 M – $125

      • $500M – $999M – $250

      • $1B – $4.9B – $425

      • $5B – $10B – $600

      • $10B+ – $850

Relationship Revival: Having Natural Sales Conversations
  • Length: One Day
  • Format: Virtual or In-Person (distance from Richmond, VA taken into consideration)
  • Audience: 
    • Customer Service Representatives
    • Consumer Loan Officers (entry level)
    • Loan Officers (entry level)
    • Mortgage Officers (entry level)
    • Branch Managers or Branch Personnel
  • Cost: $5000
  • Content:

    • All relationships are built on conversation and all needs are proactively discovered based upon our ability to be curious. What does service look like post-COVID? How does it impact our growth and future? How can our sales conversations adapt to our current reality, and continue to be effective? In this one-day session, we will experience a session developed for you, the banker. We will discuss how COVID has impacted customer interaction; what bank customers most want; the top five ways to influence others; key service fundamentals, and how combining those can result in building relationships and driving sales during our new normal.

Coaching Creativity: Motivating Performance in Others

  • Length: One Day
  • Format: Virtual or In-Person (distance from Richmond, VA taken into consideration)
  • Audience: 
    • Market Managers
    • Branch Managers
    • Commercial Managers
    • IT Managers
    • Mortgage Loan Managers
    • Credit/Finance Managers
  • Cost: $5000
  • Content:
    • We know that people are the most important part of our business, so how do we help them succeed? How do we actively hone their performance and help them find the leader within? We start with an understanding of how behaviors become results, and how to drive the right behaviors on a daily basis. We then move to the art of developing and delivering clear expectations as a roadmap, reinforcing the key performance indicators. We will look at the characteristics of the best coaches and how they motivate, then move into a study ad practice of the simplest, most effective coaching conversations.  Coaching can happen in five minutes or fifty minutes but should be immediate and focused. All of coaching, when done correctly, will bring out the best of performance and convert it into exciting results.   

Be the Crow: The Power of Adaptability

  • Length: One Day
  • Format: Virtual or In-Person (distance from Richmond, VA taken into consideration)
  • Audience: 
    • Market Managers
    • Branch Managers
    • Commercial Managers
    • IT Managers
    • Mortgage Loan Managers
    • Credit/Finance Managers
  • Cost: $5000
  • Content:

    • There is an art form to leading through the white water of change, while proactively creating an adaptable team. At the heart of change is the skill of adaptability, flexibility, and a willingness to be malleable but never without focus. This session will study how the most adept learn how change affects us personally, organizationally, and why we resist it. Then we will move into a study of adaptability, and how it can help our banks not only survive change, but actually use it as a tool to keep their core mission met and their people energized.

Turning Conflict Into Positive Power
  • Length: One Day
  • Format: Virtual or In-Person (distance from Richmond, VA taken into consideration)
  • Audience: 
    • Market Managers
    • Branch Managers
    • Commercial Managers
    • IT Managers
    • Mortgage Loan Managers
    • Credit/Finance Managers
  • Cost: $5000
  • Content:
    • In the world today, in any interaction, conflict is as likely as not. This session will probe individual responses to conflictual situations, starting with an assessment of each participant. We will then discuss the different Conflict Styles, how they impact our interactions with customers and each other. Finally, we will determine how effectively handling conflict will make our jobs easier, our interactions more positive, and our results better. We will then move into how to manage others more effectively during times of conflict. The session learning will transfer to our personal lives, allowing it the insight to why we react the way we do to conflict, why others react the way they do, and how to get beyond it to build better relationships.
Looking for Something Else?  Call for a Needs Assessment

Contact Courtney Fleming, Vice President, Education & Training/Communications, today to explore designing a program to meet your bank’s needs.

Testimonials

“When Benchmark Community Bank needed an instructor to teach financial analysis, the Virginia Bankers Association was right there to guide us to the best instructor possible for our need. After sharing the knowledge gaps that needed to be filled with Walter Lyons, Manager, Education & Training at the VBA, he quickly put me in touch with Vin DiCara, of DiCara Training & Consulting. It’s always a pleasure to work with the VBA, but I didn’t realize the full extent of your capabilities. The next time we’re in need of an expert instructor, I won’t hesitate to call the VBA. Walt’s assistance and guidance in finding just the right instructor for our training needs exceeded our every expectation!”
Colette Saccoccio, VP – Training Coordinator, Benchmark Community Bank