Benefits of Microlearning for Your Millennial Workforce

Benefits of Microlearning for Your Millennial Workforce According to a study by the Brookings Institution, millennials will make up 75 percent of the workforce by 2025—and according to this article from elearning industry, they have an average attention span of just 90 seconds. How can financial services organizations engage this generation of professionals to ensure

READ MORE

Omega Performance through the Ages: A Tradition of Innovation

Omega Performance through the Ages: A Tradition of Innovation Oftentimes our current clients come to us and say, “I still have a shelf full of your books,” or we meet new clients who say, “My manager took your training back in the day.” For more than 40 years, our clients have come to us because

READ MORE

What are the Best Courses to Become a Bank Manager?

What are the Best Courses to Become a Bank Manager? Considering continuing education for a bank manager? Whether your bank manager is new to their role or simply would benefit from more training, Omega Performance has courses to help your bank managers succeed. In addition to managing daily operations, bank managers are often responsible for

READ MORE

How to Turn Credit Skills Into Meaningful Conversations

When it comes to winning and expanding small business relationships, financial institutions are expecting more and more of their branch managers. At the community and regional banks, saving banks, and credit unions she consults with, there is a movement toward getting branch managers out of their branches and into the lucrative small business market, says

READ MORE

Reducing Frustration in the Lending Cycle

Reducing Frustration in the Lending Cycle It’s a scene that’s all too familiar. Having met with a prospective customer several times, your relationship manager has prepared and tendered a loan submission. Your underwriters have begun their review, but quickly find that it’s lacking the information they need to complete their analysis. They reach out to

READ MORE

Help Your Lenders Build Value-Added Relationships

Help Your Lenders Build Value-Added Relationships Do your relationship managers struggle with translating their credit skills into “sales speak”? New for 2018, our Effective Credit Conversations Course starts with a short eLearning course that introduces the credit conversation strategy, the framework used to merge sales and credit skills. The eLearning is followed by a two

READ MORE

Attributes of Successful Small Business Lenders

Attributes of Successful Small Business Lenders Successful relationship managers wear many hats, and are able to blend their credit and conversation skills, in order to drive sales for their managers, get the right information to their underwriting team and please their customers. Here are some of the skills that successful small business lenders must have

READ MORE

Bridge the Gap Between Lending and Sales

Bridging the Gap Between Lending and Sales Business lenders face challenges that those in typical sales roles do not. They have to qualify businesses to determine whether they can sell to them; assess business, industry, and financial risks; and uncover management’s strategies for addressing those risks. Business lenders must also have the requisite credit skills

READ MORE

Three Conversations Successful Small Business Lenders Have

Three Conversations Successful Small Business Lenders Have Smart small business lenders know that in order to be successful, they must have the skills to build long-term relationships with clients, and effectively communicate with underwriters to develop appropriate solutions that leave all parties satisfied. By breaking the lending process down into a series of three targeted

READ MORE

How Small Business Lending is More Challenging Than a Typical Sales Role

How Small Business Lending is More Challenging Than a Typical Sales Role Congratulations! You’ve just hired an incredible salesperson! She’s personable, articulate, and intelligent … but she’s never worked in small business lending. Still, you feel her strong prospecting skills and knack for uncovering needs, presenting solutions, and closing deals are enough to make her

READ MORE