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
