In retail banking, like many regulated industries, the entry-level customer service employees have complicated jobs combining relationship skills, compliance with complex regulations, and adherence to frequently changing policies and procedures. Conventional wisdom still says these skills are difficult to learn effectively with online learning technology, particularly if the learning is self-directed.

In this session, you will learn how Capital City Bank turned a once burdensome onboarding program into one that engages and motivates new tellers. See how they tackled the onboarding challenge with a self-directed online learning experience that meets all five “moments of learning need,” offers intuitive performance support, provides career path opportunities for all tellers, and reinforces corporate culture.

In this session, you will learn:

  • How to structure a single online learning journey intuitively for performance support, compliance training, and new-hire orientation
  • How to apply gamification and communication approaches to attract and motivate participants in your own learning programs
  • How to create personalized experiences
  • How to create custom content on a budget

Intermediate designers, managers, and directors.

Technology discussed in this session:
Intrepid Learning’s learning experience platform—desktop, mobile, and tablet views.


Session Video