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Adviser Academy in practice - competence development of banking teams

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Saturday in the training room

🗓️ about last Saturday...

Last Saturday, like most Saturdays in my calendar, I spent in the training room in the company of the wonderful team of the Podlasko-Mazurskie Cooperative Bank in Zabludowo, where we carry out a series of training courses under the Advisor Academy 👩‍🏫 .

What is the Adviser Academy

The Advisor Academy is one of the most frequently selected programmes for developing the skills and competencies of the employees of the Co-operative Banks, who are responsible for providing top-quality customer service every day.

What the programme covers

The Academy consists of a series of six training courses during which:
✔️ We are introducing quality standards,
✔️ We learn to research the needs and really get to know our customers,
✔️ We practice phone calls that effectively make appointments,
✔️ We introduce the language of benefits and the skilful use of supplementary materials when presenting an offer,
✔️ We work with clients' objections so that they feel looked after and understood,
✔️ We practice how to close sales effectively and build relationships for the future,
✔️ We celebrate the journey we have travelled together during a communication workshop with the whole banking team.

How we work with teams

🤝 Most often, we implement the training cycle on a monthly or bi-monthly basis. After each completed block of topics, the team is given tasks to complete before the next training. In this way, we build new habits in our daily work, which really influence higher quality of service and higher sales results, both for core banking products and those bringing additional income and additional benefits for advisers 📈 .

Change and effects

💚 I love to see these changes. Enjoying your successes and the satisfaction of your customers 🎉 .
🗓️ Appointments for weekend workshops until the end of June 2026 are disappearing at an incredible rate - thank you for your confidence 🫶 .

See you in the training rooms 🙌 .

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