Bank & Credit Union Employee Training

turn your people into trusted advisors.

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BENEFITS

employee training and choreography.

Let Element help maximize your employees' performance within the branch.

proper protocols

You can train your employees in a number of different ways, but each one isn't universal.

real world skills

Learning skills in a classroom is great, but it doesn't always help when it comes time to apply that knowledge to the branch floor.

employees take charge

Your employees will know more about branch problems than you do.

track progress

In order to measure performance, we want to monitor your employees' progress following training.

group of employees gathered around in the lobby of a bank

effective training

The major challenge for most banks is to train their employees in a way that’s flexible and fun, yet efficient and educative, helping them develop and strengthen their skills to withstand the competition in the future. We focus on the choreography of your staff. Our training is designed to address the modern retail-banking needs, which can be leveraged to fully utilize your space.

quality of service

The banking sector is a customer-centric domain, where it’s extremely important to keep existing customers happy while wowing potential new customers. Most customers look for quality service, which includes quick, easy-to-understand information on the variety of products, and the extent to which those products can be customized to meet their personal needs.

A man shakes hands with a woman as another man stands between them, illustrating a personal greeting as part of a welcoming banking customer experience.

Testimonials

our clients talk

One of the things I realized was that we didn’t want to just do business with someone we wanted to grow with someone, we looked at our organization and found similar core values with The Element Group.
Ismael “Ish” Eustaquio
Senior Vice President Retail Banking Division
Hawaii State Federal Credit Union
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I LOVE our new branch! It’s awesome and an experience like no other! Everyone that stops in loves it too!
Corey Dahle
Chief Experience Officer
Idaho Central Credit Union
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Our Headquarter project in partnership with Element was a fantastic experience from design to move-in just before our core conversion and during a pandemic.
Robb Scott
President and Chief Executive Officer
Copper State Credit Union
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It wasn’t just about the job at hand, but care and drive to focus on a common cause.
Kacey Clayborn
Facilities Manager
Opportunity Bank
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We had a vision and everyone at Element bought into it right away with their customizations. Nothing Element did was off the shelf. What resulted was a welcoming space that physically shows our connectedness to the community and helps us deliver on our mission — to provide strong financial futures for Montanans.
Pete Johnson
CEO
Opportunity Bank
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Inspired by our clients’ success stories?
Unlock more real-world examples and insights with our 2025 Branch Budgeting Blue Book.

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Ready to get started?

Let's explore new possibilities for your financial institution.