Training for banking industry

Training for banking industry
23/05/23 Update

業界の特徴

Current situation of foreign-affiliated corporations in Japan

The majority of the Insource management are from major megabanks and have good understanding of banking services and bankers.

Our training and consulting for banking industry are distinctive in the following features.

1.to learn the requirements and the role that is required in each level.
(e.g. training for new bankers, training for mid-career bankers, training for the management, training for directors)

2.to learn business skills that are required in banking services
(e.g. training for evaluators, training for on-the-job training leaders, training for mentors, training of business documentation, training of logical thinking)

3.to learn the knowledge concerning individual operations of banking.
(e.g. training of financial analysis, training of financing sales, training on reading final income tax returns)（財務分析研修、融資営業研修、確定申告書の読み方研修など）

4.training and consulting concerning handling and dynamics of banking services.
(e.g. training of customer satisfaction, training on handling phone calls, observational survey for handling phone calls/counter services)

5.to learn knowledge concerning banking.
(e.g. training of banking services, training of banking systems)

Training programs targeting all employees in foreign-affiliated companies

young bank clerks

Young bank clerks need to deepen the basic knowledge of banking and the organization. To do so, it is also important to understand them from viewpoints comparing with other industries and other banks, and to know the recent change of environment surrounding the bank. You will learn the essence and feature of banking in the training which contents is distinctive of Insource that have many instructors from banking.

Over-the-counter sales
walk-in sales

Improving customers satisfaction is now required for over-the-counter sales and walk-in sales with the fierce competition with other banks. In fact, banking industry is said to be "the industry which varies widely" concerning customers satisfaction. Therefore, every bank is strengthening bank clerks' ability of customer support. However, banking service has its peculiarity which is not only intangible, but also expected to have sales and proposing abilities while customer protection is required. We provide a series of training of customer satisfaction in order for you to satisfy these requirements at the same time.

call center

Creating differentiated customer satisfaction is essential to the competitiveness of bank due to increasing use of internet banking and fierce competition with other banks. Under these circumstances, it is required as a role of call center to respond appropriately to customers' requests, inquiries, and proposals, and add value to them.

Customers' reviews

Overall participants
3042名

Evaluation

Content: Understood well,
Understood

96.5%

Trainer: Excellent・Good

94.8%

Comments from participants

It was a good experience to hear the valuable lectures which contents I won't be able to hear from anyone in future though it was very basic. I think I will make use of what I learnt today right from tomorrow.
Chat practices in this training were very useful since I had been facing with the difficulties of having a light conversation with customers in counter services. I will always be careful to try to listen. It was good to know the evaluation of myself viewed from people around.
The training seemed to be very tiring until I actually had. However, in fact, the training was really good to be able to share what I was feeling and troubled now with everyone and to hear deep stories, and was over in a flash. I think I will do my best starting from first three months to achieve the goal set up on my own in the end of the training.