Customer Experience Coaching

Customer Experience Coaching prepares your retail organization’s managers to successfully coach direct reports are actively implementing Omega Performance’s CON2ECT Customer Experience Model. Customer Experience Coaching begins with a short (1- to 2-hour) eLearning course, called Coaching Conversations, that introduces the Performance Pyramid—a simple framework for thinking about the skills, knowledge, and activities needed to achieve

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Performance Planning Session

The Performance Planning Session is a facilitated executive session designed to build organizational alignment as your financial institution prepares to launch a training initiative centered on Omega Performance’s CON2ECT Customer Experience Model (or, in the case of credit unions, our CON2ECT Member Experience Model). The session is preceded by an in-depth Performance Analysis, conducted by

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Coaching for Quality Business

Coaching for Quality Business teaches your managers best practices to support and improve their employees’ performance before, during, and after sales calls with small business owners. This one-day, facilitated training event is aligned to the skills taught in our Collaborative Small Business Conversations course. Beginning with precall coaching, participants explore ways to enhance the lender’s call plan and—if the

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Credit Coaching and Mentoring

Credit Coaching and Mentoring arms your financial institution’s managers, coaches, and mentors with turnkey credit coaching toolkits that they can use to strengthen, supplement, and sustain the skills and knowledge learners develop in our industry-leading eLearning courses. Our Credit Coaching and Mentoring toolkits are comprised of three components: A brief eLearning course that highlights coaching

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Coach the Coach

Coach the Coach prepares the “managers of managers” at your financial institution to mentor their direct reports and ensure that their coaching sessions are focused on the activities and behaviors most likely to enhance the customer experience and improve their teams’ results. Coach the Coach begins with a short (1- to 2-hour) eLearning course that

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Scorecard Coaching

Scorecard Coaching prepares your branch managers to coach employees to improve their results by providing them with specific balanced feedback and assisting them in developing results-oriented action plans. Scorecard Coaching begins with a short (1- to 2-hour) eLearning course, called Coaching Conversations, that introduces the Performance Pyramid—a simple framework for thinking about the skills, knowledge,

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