Customer Service Training For The Financial Industry

Customer Service Training for the Financial Industry

Whether you are a bank, credit union, trust company or mortgage broker, customer experience is critical to ongoing success. The old days of a simply transactional relationship with customers is over. They have too many options for a financial institution to become complacent.

Your ability to capture and retain a broad financial portfolio with customers is in direct proportion to how comfortable they are doing business with you. And they need to have this experience with every touchpoint.

Extensive Experience

Belding Training has a extensive experience in a broad cross-section of financial industries.  We understand the business, the challenges and, most importantly, where the opportunities are.

For more details, or to find out about having a customized customer service and leadership program designed specifically for your company, contact us at


customer service certification

Customer Service Certification

Are you looking to recognize your employees for their knowledge and competence in customer service and sales?  Belding will created a certification program around your training, including verification and competency testing.  Find out more.


customer service certification

Mystery Shopping and Customer Experience Metrics

Our sister division, RetailTrack, one of the leading customer experience measurement companies in Canada and the U.S. will help you monitor the success of your training, and the experience your customers are receiving.  You can find out where you are having traction with the new behaviours, and what areas need further coaching and development.

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Customer Service Training

Belding’s Outstanding Training Series


Talk Judo Training

Talk Judo - How To Influence People And Deal With Difficult Situations

One of the most critical components for standing out in customer service is the the ability to recover from service failures, and deal with difficult people and situations.  2014 research by The Belding Group identified that seven-out-of-ten "Wow" customer experiences began with a service failure.

Talk Judo gives your team powerful skills for effective persuasion, and for turning negative situations into positive outcomes.    Find out more here.

Leadership Training That Supports Customer Service

Countless studies demonstrate the payoff of a highly engaged workforce.  This dynamic leadership workshop transfers core skills for engaging and motivating employees turning negative situations into positive outcomes.    Find out more here.

Creating A Customer-Focused Culture

This high-level workshop introduces the proven principles of creating a culture that creates consistently high customer experiences. The results? Greater customer satisfaction and greater employee retention.  Find out more here.

Belding Training is a division of The Belding Group of Companies Inc.

To learn more about how we can help your organization Stand Out in customer service, leadership and workplace performance, contact us at 1-613-836-3559;

Our global head office is in Ottawa, Canada


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