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FINANCE

Build High-Performing Financial Teams With Precision and Insight

Talent Plus helps banks, credit unions, investment firms and financial institutions build teams that strengthen client relationships, improve accuracy and grow long-term loyalty.  

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Tailored Talent Solutions for Every Role in Finance

Finance website page roles

Building and Growing Talent in Finance

Trust and performance go hand in hand, so it’s no surprise that financial organizations thrive when they invest in their people. Whether you’re training new managers, coaching high-potential advisors or preparing your next generation of executives, Talent Plus delivers proven tools that help your team members build client trust and contribute at a higher level. 

Finance Services Assessments

Hiring the right finance professionals is essential for the best customer outcomes and operational excellence. Our science-backed assessments identify individuals with the positivity and empathy to thrive in finance roles.

  • Role-Specific Selection: Assessments designed for bank tellers, financial advisors and leadership ensure the right fit.
  • Predictive Hiring Data: Our tools provide data-driven insights into growth, productivity, new hire retention and turnover.
  • Strengths Identification: Identify finance professionals who excel in compassion, decision-making and positive member experiences.

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Finance Team Development

Effective teamwork is critical for positive customer interactions and operational efficiency. Talent Plus helps you develop high-functioning teams that communicate effectively and perform under pressure to give your customers the best outcomes.

  • Strengths-Based Team Building: Create teams where individual strengths increase customer outcomes and interdisciplinary collaboration.
  • Conflict Resolution Training: Help teams manage high-stress situations, customer interactions and workplace challenges.
  • Performance Optimization: Improve workflow for the best customer care without the employee burnout.

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Finance Leadership Development

Strong finance leadership gives your organization an edge when it comes to customer interactions, staff retention and organizational performance. Talent Plus has the tools to help executives and managers develop the strategic leadership skills they need to navigate complex financial service environments.

  • Leadership Coaching: Personalized coaching strengthens decision making, customer-centered leadership and organizational efficiency.
  • Succession Planning: Build a pipeline of future finance leaders to safeguard continuity and long-term success.
  • Leadership 360 Assessments: Gain data-backed insights to refine leadership effectiveness for outstanding financial operations.

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Finance Industry Challenges We Solve

From compliance-driven hiring needs to high turnover in client-facing roles, we understand the challenges of the financial sector. Here’s a preview of ways we’ve helped clients make measurable improvements: 

52%

Increase in Employee Engagement

$13M

Savings in turnover

500%

Increase in Assets

44.3%

Reduction in turnover

EXPLORE CASE STUDIES
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Why Choose
Talent Plus?

Top financial brands trust Talent Plus to transform their talent strategies. Here's why: 

 

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Industry Expertise

Talent Plus has over 35 years of experience in financial talent selection and development.

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Data Driven

Our science-backed assessments and tools are based on decades of validated research, giving you meaningful insights into each candidate’s long-term potential. 

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Proven Success

Clients report measurable gains in employee engagement, leadership effectiveness and retention.

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Comprehensive Talent Development

From selection and structured interviews to executive coaching, we support your people’s success at every stage.

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Award Winning

Modern Healthcare named us as one of the 2024 Best Places to Work in Healthcare.

Success Stories in the Finance Industry

Turnover Drops and $13M Saved With Talent-Focused Strategy

A financial institution saw turnover drop from 39.4% to 21.0%, saving $13.1 million. Over its 15-year partnership with Talent Plus, the organization also achieved annual growth of 13.9% in full-time employees, 15% in members and 20% in assets.

> Read the full case study.

Turnover Drops and $13M Saved With Talent-Focused Strategy

Talent Plus Assessments Cut Turnover by 40% in One Year

A financial partner using Talent Plus assessments saw turnover drop by more than 40% in only 12 months. Selected employees had half the risk of leaving compared to those not assessed. Recommended individuals were least likely to term.

> Read the full case study.

Talent Plus Assessments Cut Turnover by 40% in One Year

Culture-Focused Talent Strategy Boosts Engagement, Satisfaction and Growth

A credit union used CultureView to improve organizational culture while aligning talent selection and development across the business. Over four years, employee engagement rose by 52%, Net Promoter Scores increased by 48% and the institution achieved over 1,200% growth in assets.

> Read the full case study.

Culture-Focused Talent Strategy Boosts Engagement, Satisfaction and Growth

Building and Growing Talent in Finance

Attracting top talent is only the beginning. Talent Plus provides ongoing development tools to help employees grow, stay engaged and contribute to your organization’s success. 

Talent personified at work

Blog September 25, 2025

What Do We Really Mean When We Talk About Talent?

Unlock the secrets of talent in the workforce. Learn how to identify inherent abilities for excellence in your team.

Talent Plus Talent Plus

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Selection April 28, 2025

The Science of Talent Reduces Turnover in Credit Unions

Learn how Credit Unions use Talent Plus Solutions to decrease turnover, better engage employees and increase performance.

Jonah Garbin Jonah Garbin

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7 Qualities of a good manager on a team

Blog February 27, 2025

Leading With Purpose: Seven Qualities of a Good Manager

Explore the 7 qualities of a good manager and enhance your leadership skills for greater team success and communication.

Talent Plus Talent Plus

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PartnerHow We Partner

  • Strategic Alliance
    We join forces and resources with businesses that share our mission of growth and success. Our strategy pattern allows us to expand our capabilities and do joint consulting to better help our clients.
    Strategic Alliance Strategic Alliance
  • Referring Alliance
    Through established networks and connections our referring partners provide a warm introduction of our solutions and services to leaders and decision-makers.
    Referring AllianceReferring Alliance
  • Distributing Alliance
    Distributing partners circulate our assessment through a SaaS platform as an add-on to existing solutions, services, and executive coaching channels.
    Distributing AllianceDistributing Alliance

Contact Us Today

If you're ready to elevate your organization and build a trusted, high-performing team, contact Talent Plus today to get started.

Frequently Asked Questions

Talent Plus is the premier global human resources consulting firm and the leading partner in building and sustaining high-performing, fully engaged cultures through talent selection, development and analytics.  Each day, Talent Plus colleagues partner with clients around the globe in multiple languages, exceeding their expectations and creating a measurable impact on their business.

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