Sales coaching gurus share tips for bank and credit union employee onboarding, training

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July 7, 2017

 Five-part series, webinar review how to manage employees from new hires to superstars

BROOKFIELD, Wis. —  Sales coaching experts agree most banks and credit unions succeed in providing customers with a good experience and competitive product offerings, but say many miss the target when it comes to managing and mentoring various types of employees.

To provide bank and credit union managers with time-tested ways to effectively interact with all levels of employees, OnCourse Learning Financial Services has developed a five-part article series and a webinar featuring three experts who have spent their entire careers onboarding and training financial institution employees.

Tom Carlin is managing partner at Eensight, which provides lending training solutions for financial services organizations. Eensight is one of OnCourse Learning’s valued partners.

Jack Hubbard is chairman and chief experience officer and Bob St. Meyer is president and COO at St. Meyer & Hubbard, a company that focuses on improving sales performance.

“As a part of our commitment to supporting, educating and providing value to our partners and our industry, this series showcases the talent and insight that the principals at Eensight and St. Meyer & Hubbard possess,” said Brett Shively, executive vice president of financial services for OnCourse Learning. “As a leader in regulatory governance, risk and compliance education within the financial services market, it’s imperative to address the relevant issues impacting the financial services workplace.”

Training experts lead webinar

Hubbard and Carlin will discuss how to understand what motivates employees and ensure they receive the proper training to help them make sound lending decisions during a free OnCourse Learning webinar “Five Pillars to Developing a Credit and Performance Culture” at 1 p.m. ET July 13.

Onboarding and training topics

Each of the articles in the series below provides helpful tips. Visit the links below to read exclusive content from sales coaching gurus at St. Meyer & Hubbard and Eensight:

“Partnering with OnCourse Learning to showcase how the right training, coaching and targeted mentoring can make a world of difference to both the organization and employees made sense,” Carlin said. “If I can help managers at financial institutions empower and retain good employees by sharing my insight, I’m happy to do so.”

Sign up now on the registration page for the “Five Pillars to Developing a Credit and Performance Culture” webinar.

OnCourse Learning Financial Services is a leading provider of governance, risk and compliance training for the bank, mortgage, credit union, gaming and nonbank financial services industries. It offers a comprehensive course catalog complemented by its sophisticated learning management system. To learn more, please contact 866-512-9888, visit or follow us on Facebook and Twitter.

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About OnCourse Learning

OnCourse Learning delivers licensure, regulatory and compliance education solutions throughout the nation’s leading industries including financial services, healthcare and real estate. Through trusted industry expertise, compliance management and technology solutions, OnCourse Learning focuses on advancing the e-learning environment for individuals and businesses to help to build new careers, empower employees through knowledge and identify efficiencies in corporate training management. OnCourse Learning offers a full suite of educational products including state and federally approved prelicensing and continuing education programs, accredited course content, exam prep tools, publications, e-books, events and a sophisticated and customizable learning management system and course-authoring tool. To learn more, visit