
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.
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.
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.
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.
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
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.
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.
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.
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.
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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.
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Blog February 27, 2025
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Explore the 7 qualities of a good manager and enhance your leadership skills for greater team success and communication.
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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.




How We Partner