LSI’s Training Solutions

Strong teams start with training that reflects how your institution serves real members and customers. LSI delivers engaging, people-centered training programs that enhance your operations with LSI’s Member Experience expertise. From customer service and fraud prevention to leadership and professional development, these training solutions provide practical, engaging learning experiences designed specifically for credit unions and banks.

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The LSI Advantage

Custom Training Programs Built for Your Team

Customer service that connects

Webinar Training Solutions

Engage your whole team with LSI’s interactive webinars that provide practical, engaging training in a convenient format. Each webinar is tailored to your institution’s needs and includes real-world examples, audience participation, polls, and discussion to keep learners engaged and involved.

Topics Include:

  • Fraud & Risk
    • Fraud Prevention & Awareness
  • Service & Communication
    • Customer Service Excellence
    • Communication Skills
    • Conflict Resolution
  • Leadership & Growth
    • Leadership Development
    • Emotional Intelligence
    • Professional Development

Fraud Awareness Subscription Program

Keep fraud awareness top of mind for your whole team all year long. This ongoing learning program helps employees stay informed about new fraud trends, scams, and prevention techniques through short, focused training sessions delivered throughout the year.

Benefits of the Program:

  • Builds a stronger culture of fraud awareness across the organization
  • Helps employees identify red flags and emerging fraud trends more quickly
  • Reinforces fraud prevention practices through consistent, ongoing education
  • Reduces risk and helps prevent costly fraud losses
  • Short, focused sessions that fit easily into busy schedules
  • Keeps fraud prevention top of mind throughout the year

Training Resource Development

We build training materials that your team can use again and again. Whether you need a complete fraud training program, customer service resources, leadership training, or help creating a learning plan, materials can be customized to fit your institution’s needs. All materials become part of your training library, giving your team resources they can use for future training, onboarding, and employee development.

Resources Include:

  • Training lessons and agendas
  • PowerPoint presentations
  • Facilitator guides
  • Job aids and quick-reference tools
  • New hire training materials
  • Train-the-trainer resources
Collection solutions for credit unions and community banks

Fraud Education Programs

Fraud prevention works best when knowledge is shared. LSI’s fraud educational programs help members and customers recognize common scams, protect personal information, and stay informed about fraud risks that can impact their financial well-being. By providing fraud education, financial institutions can help build awareness, strengthen trust, and support the people they serve.

Topics Include:

  • Fraud & Scam Prevention
  • Identity Theft Awareness
  • Romance Scams
  • Elder Fraud & Scam Awareness
  • Digital Banking Safety
  • Imposter Scams
  • Social Engineering Scams

”Our goal is to empower, not just inform. We want every employee to feel equipped to recognize, report, and respond to fraud. That assurance comes from education that’s practical, relevant, and ongoing. We train for behavior change, not just compliance. We educate early, reinforce often, and respond with care. Mistakes don’t hold us back. They move us forward through reflection and shared learning. This approach works. It's practical, powerful, and focused on the people we protect.”

Kate StumbaughDirector of Career Development, LSI Fraud Training

Training Solutions

Helping Your Team Succeed

LSI’s approach to training is centered on making learning relevant and useful. Instead of simply presenting information, we focus on helping participants understand why it matters and how to put it into action. Engaging sessions, timely topics, practical resources help, and ongoing education, especially, will ensure your team is equipped with the knowledge they need to sustain and grow your organization.

Strong teams are built through continuous learning. Whether you’re developing employees, strengthening fraud awareness, or educating the people you serve, the right training can make a lasting difference.

Give your team the tools and knowledge to grow, adapt, and make an impact.

Testimonials

Trusted by Credit Unions & Community Banks Nationwide

Credit unions and banks across the country rely on LSI to improve experiences and deliver measurable results. Higher funding ratios, reduced delinquencies, and stronger member relationships are just a few examples of how we can help you achieve long-term success.

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Frequently Asked Questions

Questions? We’ve Got Answers!

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How does partner-specific call center training work at LSI?

LSI tailors training to your institution’s products, policies, and service goals. We align scenarios, language, and coaching to fit the needs of your team and your members or customers so that your institution can lead the industry.

What topics are included in LSI’s training program?

Programs can cover customer service, call center agent training, sales conversations, emotional intelligence, fraud prevention, and supervisor coaching. The mix depends on your goals, your team’s experience level, and the channels you support.

Can you train new call center agents and experienced representatives?

Yes. We build training tracks for onboarding, upskilling, and refreshers. New hires get a strong foundation, while tenured agents focus on consistency, confidence, and advanced conversation skills.

Do you offer webinar training for distributed teams?

Yes. Training can be delivered virtually for remote or multi-location teams. We keep webinar sessions interactive and scenario-based so that your people can practice skills, not just listen to slides.

Is this training designed for credit unions and banks?

Yes. LSI’s training programs are built for financial services environments where accuracy, trust, and compliance matter. Content is shaped around real member and customer expectations and the pace of financial services work.

How do you measure results from training programs?

We tie training goals to the outcomes you care about, such as quality scores, first call resolution, confidence on key call types, and coaching consistency. We can also recommend follow-up coaching rhythms to keep progress moving.

Our Blog

Stay Connected with Industry Insights

Catch up on industry trends, best practices, and the latest insights directly from LSI’s experts. Our blog keeps your credit union or bank informed, empowered, and ahead of the curve.

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