Pinnacle offers training to support implementation of key solutions. In addition, we offer specialized training designed specifically to meet the needs of community banks and credit unions. If you would like to learn more about our frontline Service to Sales program or our Outside Business Development program for mamagers, lenders and calling officers, reach out to us at training@pinnstrat.com for more information.
Need some Overdraft Privilege refresher training or a custom program for your financial institution? Email us and we will be happy to asses your needs and discuss potential options.
A service-based approach to sales training that focuses on meeting the needs of your accountholders.
As a community bank or credit union, you are ideally suited to meet the financial needs of businesses in your local community. In fact, you probably already have the personal accounts of many local business owners and their employees. So it's time to capitalize on those relationships and expand your presence in your market's business banking landscape with Pinnacle's Outdoor Business Development Training. Through this program we will help and challenge you to understand your market, know your competition, assess and identify target industries/prospects and develop or enhance your relationship based business development skills.
This comprehensive program consists of a combination of a Business Development Guide and sales process, eLearning modules, skills workshop(s), plus tools, templates/forms and resources.
For details, email us at info@pinnstrat.com
SNAP Account Opening information, learning resources and reference materials for your financial institution are provided here for your ongoing use.
Some activities will require your attention and completion as you work with this new technology.
For details, email us at info@pinnstrat.com
This site provides you with easy access to the information and tools you need to do your job. Whether you are the Overdraft Privilege program manager or branch employee serving accountholders, you will find resources here.
For details, email us at info@pinnstrat.com
Or, for training support: training@pinnstrat.com
With What Counts Checking you are able to offer account holders competitive, reward based checking products. All products are custom designed specifically for your organization. Consumer and business reward base accounts are available to compliment or replace your current offerings.
Our program provides consulting, implementation and software, training and more. Based on your role with your new What Counts Checking products, you will have access to guides, templates and resources.
For details, email us at info@pinnstrat.com
Or, for training support: training@pinnstrat.com
Our Debit Card Optimization program gives you expert support analyzing current programs, pricing and terms. We identify ways to recommend changes to processes and agreements, increasing interchange income and tapping into other potential savings.
Understanding your financial institution's performance in the eyes of customers or members is important. Taking the step to get in touch with your sales and service reality is only part of the process. Once you elect to mystery shop your branches, call centers or other functions, or have a voice of the customer program. What do you do with the information?
Pinnacle provides tools, insight and guidance to help you have Peak Performance for your organization.
