OFF-THE-SHELF VR content Bundle

Retail Banking & Financial Services

A curated collection of VR training modules designed for employees in the retail banking and financial services industries.

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First person perspective of a computer-generated female customer in a bright pink button-down blouse conversing with a financial service associate while standing in front of a bank teller station in a live action VR bank environment.

Course overview

With increasing customer expectations, regulatory scrutiny, and the need for higher levels of emotional intelligence in service roles, retail banks and financial service institutions are under immense pressure to ensure their employees are not only well-versed in financial products but also in effective communication, customer service, and decision-making.

Comprised of five specialized VR training modules, Strivr’s Retail Banking & Financial Services industry bundle equips financial service employees with essential skills, strategies, and frameworks to deliver exceptional customer service, maintain regulatory compliance, and navigate challenging situations with confidence and professionalism.

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Target learners

Retail banking associates

target Industry

Retail banking, Financial services

# of modules

5

SKILLS covered

Active listening
Conflict resolution
Constructive feedback
Customer service
Empathy
Hiring & interviewing
Interpersonal skills
Leadership skills
Performance management
Professional conduct
Verbal communication

Course breakdown

Module

Workplace Etiquette & Professional Conduct

Practice conducting yourself with professionalism, integrity, and composure across a series of challenging workplace interactions.

Demonstrate the ability to avoid behaviors that may be considered offensive or insensitive in workplace settings.
Learn and apply strategies for responding to instances of inappropriate workplace conduct committed by colleagues.
Promote professional interactions with colleagues by managing reactions and behaviors.

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Two coworkers in business professional attire seated on opposite sides of a large desk while engaged in a visibly heated discussion.

Module

Addressing Performance Issues

Practice delivering constructive and actionable performance feedback in one-on-one conversations with direct reports.

Encourage employee self-discovery through active listening and purposeful inquiry.
Set team members up for success by clearly defining actions and commitments.
Learn how to promote a growth mindset by nurturing positive behaviors over results.

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A diverse group of professionals engaged in discussion around a large conference table, actively participating in a team meeting.

Module

Emotional Intelligence & Empathetic Leadership Skills

Learn how to take on an empathetic style of leadership to build trust and meaningful connections with clients and colleagues.

Strengthen interpersonal awareness by learning how to pick up on subtle cues that signal how others may be feeling.
Apply empathetic leadership strategies to better assess, authentically acknowledge, and effectively respond to the needs, concerns, and emotions of clients and team members.
Build self-awareness into how your behaviors, body language, and emotions affect the ways in which others perceive and interact with you.

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A branch manager speaking to a diverse group of financial service employees in the lobby of a live action VR bank environment during a team meeting.

Module

Hiring & Interviewing Techniques

Practice vetting job applications and carrying out interviews by asking probing questions to assess candidates’ strengths and fitness for a given role.

Practice preparing for interviews by developing individualized strategies and open-ended questions based off candidates’ resumes and cover letters.
Practice asking and adjusting probing questions during an interview.
Learn and apply the STAR method during an interview to assess a candidates’ fit for a given role.

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A man and woman shaking hands in a modern office setting after concluding a successful job interview.

Module

Customer Deescalation & Conflict Resolution

Practice empathizing with customers using advocacy, confidence, and ownership across a number of challenging interactions.

Apply active listening and emotional regulation strategies to navigate difficult conversations with clients.
Practice authentically acknowledging, empathizing with, and responding to clients’ needs, concerns, and emotions.
Demonstrate the principles of advocacy, confidence, and ownership to understand clients’ issues, set appropriate expectations, and propose an appropriate solution.

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