Job Description

Job Description

Job Function – 

Assists with the bank-wide training and employee development functions, with an emphasis in Retail. Develops and disseminates instructional materials on financial institution policies and procedures as assigned. Ensures that staff are equipped to provide outstanding customer experience, maintain compliance with regulatory requirements, and achieve sales and operational goals.

Job Responsibilities – 

Assists with designing, development, conducting, and/or facilitating training sessions for employees.

Coordinates and utilizes external training programs and products as needed.

Recommends improvements to training programs based on participant feedback, branch performance, and regulatory changes.

Partners with managers and other leadership to identify training needs and deliver effective learning solutions.

Conducts seminars and workshops in new products, policies and procedures for staff as needed.

Assists with the development and management of the Training budget as assigned.

Conducts branch visits to ensure training needs of the staff are being met.

Assists with the management of the Learning Management System (LMS).

Assists with the administration of the Retail Mentor Program.

Designs custom content as needed.

Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.

All other duties as assigned.

Education and Related Experience – 

• Bachelor’s degree or equivalent experience required
• 1-3 years of related experience in adult education or related training activities required.
• Familiarity with principles of supervision and management required.
• Adult training certification, as well as other certifications that may be required by state or local authorities preferred.
• Previous experience in Retail Banking and operations preferred.
• Content design experience preferred

Skills and Abilities – 

• Good understanding of office procedures and equipment
• Good training techniques and familiarity with financial institution products, policies and procedures
• Basic knowledge of Word and Excel required.
• Strong word processing, spelling, grammar and organizational skills
• Excellent attention to detail and ability to operate standard office equipment, such as typewriter, copy machine, fax machine and processors
• Excellent written and oral communications skills
• Strong presentation and negotiation skills

Working Conditions and/or Physical Requirements – 

• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard if required performing the essential job functions.
• Ability to read and interpret a document.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an “undue hardship” then the employee must be accommodated; hence, omitting lifting as a physical requirement.

EOE AA M/F/Veteran/Disabled  

PIcd3f90569121-25405-38396624

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