New Associate Orientation

As expansion into new markets drove growth, First Citizens Bank needed to streamline its New Associate Orientation process. Outpaced by the bank’s growth, the human resource training staff needed to bring consistency in orientation and training. First Citizens turned to our team to develop a standardized training presentation.

Adaptable to the specific audience of new employees, the new training presentation brought a consistent message about the culture and approach to banking that sets First Citizens apart. Video introductions by members of the Executive Leadership Team are interspersed throughout, and the presentation overviews the history and culture of the bank and outlines policies, procedures, and regulatory requirements of the banking industry.

The major return on investment for the bank has been the training staff’s ability to focus more fully on its primary tasks of developing new training for the growing bank family. Secondarily, the orientation presentation envelops new employees with the cultural differences that set First Citizens apart in the marketplace.

New Brand Rollout

After 38 years under the same brand, First Citizens Bank realized that it needed to break out of its tried-and-true corporate image and reach out to a more progressive audience. This meant a change from the inside out... from the internal corporate culture to the way the bank presented itself in the marketplace.

After 18 months of tedious brand research and identity development, the bank was ready to unveil its new look across the state of South Carolina and western Georgia. To roll the brand out to its 1500 employees, First Citizens turned to our team to produce a five-city brand rollout tour and rally. This hour-long road show hyped the new First Citizens' logo, slogan, and brand identity to the First Citizens family.

Manager Training

As the First Citizens rolled out a new quarterly employee review system bankwide, executive management wanted to infuse the bank's "We're on it!" brand culture more fully into its review process. This meant wholesale changes in the way managers reviewed staff members all the way from the teller line to the district level.

To showcase the review process at various levels, First Citizens turned to our team to write, develop and produce video traning scenarios for the various management levels that walked managers through the new review process. From assessing performance and completing paperwork, to the quarterly review meeting, these training scenarios gave managers the hard- and soft-skill examples they needed to help the bank review its overall performance.

To meet the technology requirements of the bank's infrastructure, the scenarios were delivered in web and interactive CD-ROM formats, allowing for playback on 99% of all desktop computers bankwide.