I have worked with Banker’s Academy over the last 7-8 years in two different banks and capacities. They were the first cost-effective solution that I have had for providing 150 mid-level to junior managers in production management skills training.

That course was both classroom led and PC based, and has now morphed into a web-based supported experience. Their demonstrated expertise in bank operations, both back-office and front line, was a major determinant in my selection of their solutions. The proof in the pudding was the contribution each of the departments has made to bottom line contribution. In my latest role, my Divisions/Departments have generated over $15 million in direct financial improvement, and overall cost avoidance and productivity benefits of $175 million in the last five years (we are a bank with a 44% efficiency ratio). I can safely say that Banker’s Academy had a big role in helping us get there.

I have used Banker’s Academy to provide Bank Operations customer service training, communications and leadership training for production managers, conversion project management training, web-based operating risk training, and off-site meeting facilitation for our upcoming conversions. Learner feedback has been very high for Banker’s Academy and they are a good supplement to the Bank's normal battery of training provided by our Corporate Training Department. Banker’s Academy's value proposition is their expertise in both back room and front line operations functions, as well as their working knowledge of banking. More importantly, it is their ability to customize solutions according to your needs. I thought highly enough of them to use them after I left one bank, and moved to another bank and saw similar needs. If you want any more background, give me a call.

Frank Lee
Executive Vice President
California Bank & Trust