Enhanced Customer Experience 

that comes from interacting with knowledgable bank and credit union employees.

Increased Revenue as sales and referral volumes increase in direct proportion to employee confidence and competence. 

Greater Employee Satisfaction as they gain greater confidence from this professional development.








 

 


Focus on Results  


Most financial services firms place a high value on employee training since they understand the strong correlation between training, competency and results.  But in most cases, this training focuses on product and job functions rather than on the fundamentals of finance and investments.  Without comprehensive training in these financial concepts, employees are often ill-equipped and reluctant to engage customers beyond an individual banking transaction, thus missing a huge opportunity to expand the customer relationship and enhance the overall customer experience.

 
The Educated Banker helps fill this significant training gap with a suite of on-line training solutions that provide a comprehensive foundation in the basics of both personal finance and investment fundamentals.  The Educated Banker offers banks and credit unions a extremely cost-effective way to make comprehensive financial literacy a key part of their culture.  The Educated Banker’s self-paced, interactive, online learning system provides a highly effective way to assess, educate and certify mastery of personal finance and investment fundamentals for all employees.


​​What We Do


Educated Banker offers banks and credit unions a cost-effective way to make comprehensive financial literacy in investment fundamentals a key part of their culture.  Educated Banker’s self-paced, interactive, online learning system provides a highly effective way to assess, educate and certify mastery of personal finance and investment fundamentals for all employees.

 

Our Mission

Key Benefits

Our passion is to develop competence in financial literacy for all levels of employees within banks, credit unions and other financial services organizations.  We believe that organizations which make financial literacy a core part of their culture provide a higher level of professionalism resulting in a superior customer experience and increased customer loyalty.