FINANCES AND BANKING

High-performance Behavior Training for Banking and Finances

We prepare people in finances, banking and financial advisor to win over any other competitor

You need a wolf, not a lion, in your team. Lions are independent-minded, don't work well with others, and are limited in their strategies.

 

Wolves are strategists; they work in teams, and they look for ways to win over any other animal in the kingdom.

 

Now, is your team the prey or the hunter?

If you are ready to be the hunter, you are in the right place.

 

The inability to read the client's emotions, fear, surprise, and anger can determine the success and incorporation of this client’s portfolio into the institution. Emotional Intelligence.

 

Finance & Banking Professional Development

Objective: Enhance soft skills critical for financial services excellence

Industry-Specific Soft Skills:

  • Communication: Explaining complex financial concepts and building client trust
  • Emotional Intelligence: Responding appropriately to client emotions during market volatility
  • Teamwork: Cross-departmental and cross-cultural collaboration
  • Critical Thinking: Complex situation analysis and risk evaluation
  • Adaptability: Effective response to changing markets, technology, and regulations
  • Ethical Judgment: Decision-making based on integrity and client trust
  • Relationship Management: Client engagement and loyalty development
  • Time Management: Balancing multiple deadlines while maintaining accuracy
  • Creative Problem-Solving: Innovative approaches to complex financial challenges

Attention to Detail: High accuracy standards essential for financial credibility

 

Set a discovery call to see how we can help you

Let’s take a look at the numbers

DEMAND SCORE FOR FINANCES & BANKING

  1. Cost accountants 4.85%
  2. Finance managers 3.63%
  3. Compliance officers 3.16%
  4. Financial analysts 2.31%
  5. Accountants and auditors 1.17%

41% of finance and accounting professionals are looking or plan to look for a new job this year.

78% of finance and accounting managers plan to hire more contract professionals in  2023 (up from 54% in July-December 2022).

Finance and accounting managers are hiring, but the challenges continue

  • 62% Hiring for new roles 
  • 34% Hiring for vacated roles
  • 89% Facing challenges finding skilled talent 

Relevant Data:

  • Gallup indicates that fully engaged banking clients bring 37% more annual revenue to their primary bank, highlighting the importance of fostering strong client relationships
  • 88% of banking CEOs are concerned about the speed of technological change, emphasizing the need for bankers to adapt and remain resilient in the face of industry disruptions.
  • 58%, highlighting the value of collaboration in banking
  • 75% of employers report difficulty finding skilled talent

 

Due to market factors, priorities for finance teams have changed dramatically over the past year. 

Top priorities are: 

 

> 31% Prioritizing balancing growth with profit effectively 

> 30% Increasing productivity of existing teams 

> 29% Hiring and staffing  

 

Skills needed for hiring and retention:

  1. Communication Skills
  2. Customer Service Orientation
  3. Analytical Thinking
  4. Problem-Solving Skills
  5. Attention to Detail
  6. Flexibility
  7. Ethical Judgment
  8. Interpersonal Skills
  9. Leadership and Teamwork
  10. Negotiation Skills
  11. Stress Management
  12. Client Relationship Building
  13. Cultural Sensitivity and Diversity Awareness
  14. Conflict Resolution
  15. Presentation Skills

Ready to fix the gap???

Book a discovery call with us.

Testimonials
Susan Ibitz Behavior Consulting