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OUR CLIENTS

OUR CLIENTS

Truist Bank – 2020 - 2022

Over a 22-month period, the ECI team was the the sole learning vendor providing virtual facilitators for merger training across business lines including: branch (teller and platform) commercial banking, retail lending, investment services, call center and small business banking, involving 2200 former SunTrust and BB&T retail branch offices. Over 70 full time contract facilitators were employed through ECI to support integration training efforts.

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TD Bank –

SuccessFinder virtual webinar training delivery – 7/2021 - ongoing – ECI provides a team of leadership trainers and producers to deliver virtual weekly debrief training sessions to 150-250 senior and first level managers per session, across the bank’s US and Canadian footprint. WebEx Event utilized.

CareerManagement training – ECI provides a team of leadership trainers and producers to deliver virtual Career Management training sessions to both large audiences via WebEx Events and smaller participant groups via virtual WebEx training sessions.

Agile process training program design and delivery – 9/2020- ongoing

ECI Instructional Designers and Learning Specialists conducted needs analysis in order to design training curriculum to support TD’s current Agile process approach.   ECI trainers will be delivering the training curricula across the bank’s leadership circles.

Leadership Course Delivery – 7/18 – present

ECI trainers deliver classroom, instructor led Emotional Intelligence Workshops, as well as Inclusive Leadership programs on an as needed, ongoing basis throughout TDB’s US footprint.

Risk Management – 12/2017 - present

ECI trainers deliver Risk Management training programs, ongoing, as needed, for the full US retail bank population.  Trainers keep current on all compliance regs and changes on an ongoing basis.

Contact Center/Phone Channel New Hire Training – 4/2016 – ongoing

ECI trainers deliver TDB’s six-week New Hire training course to new Call Center Agents as part of the Contact Center “Business as Usual” training cycle.

WORLDWIDE

Truist Bank – 2020 - 2022

Over a 22-month period, the ECI team was the the sole learning vendor providing virtual facilitators for merger training across business lines including: branch (teller and platform) commercial banking, retail lending, investment services, call center and small business banking, involving 2200 former SunTrust and BB&T retail branch offices. Over 70 full time contract facilitators were employed through ECI to support integration training efforts.

WORLDWIDE

PNC Bank –

New Hire Branch/Contact Center Training – 2018 – present

A team of ECI trainers currently provides backfill support, on an ongoing, flexible basis for New Hire retail bank training programs including Teller, Platform, Relationship Manager, Mortgage Specialist, and Call Center.

Empower System Conversion Initiative 2017-2018

Over a 16-month period, 22 ECI mortgage trainers supported PNC’s upgrade from their former mortgage system(s) to a customized version of Empower (Black Knight).  ECI trainers delivered specific elements of the conversion training to various PNC mortgage employee bases, including underwriters, originators, operation personnel, etc.

WORLDWIDE

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Capital One Bank –

Peer-to-Peer Leadership Training Initiative – 10/2018 – present

A team of ECI Leadership Trainers designed and deliver a series of new, homegrown People Leadership training programs, designed to leverage peer-to-peer collective knowledge and intelligence, while integrating Agile work principles.  Programs are delivered in a traditional classroom setting, as well as virtually via Zoom and Adobe Connect.

Two ECI Contract Project Managers coordinated all the moving parts for the initiative.

High - Line Underwriting Talent Transformation – Dec 2018 - present

ECI provided a Project Manager to oversee the upskilling of 60 associates to meet the requirements of the updated underwriting processes.  The Managers are responsible for managing the progress, utilization, user proficiency, and effectiveness of the changes, tracking progress against project milestones and KPI’s. 

Instructional Design & Development – 3/2015 - present

ECI provides a team of Instructional Designers who support multiple lines of business throughout Capital One Bank.  Design modalities range from traditional instructor led materials, to various digital formats.  Currently, we support training design for Enterprise People Leadership, Customer Experience, Enterprise Compliance, Product Management, and Business Risk processes. 

WORLDWIDE

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