Consumer Training Specialist
Blue Foundry Bank
About Blue Foundry Bank
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Position Summary
As a Consumer Training Specialist, you will serve as a cornerstone of our organization's learning and development initiatives, focusing on empowering employees with the knowledge and skills necessary to excel in their roles. This role encompasses designing, developing, and delivering comprehensive training programs that are interactive, engaging, and tailored to address the dynamic needs of consumer banking.
This position is ideal for an enthusiastic individual with a passion for education and empowerment, a deep understanding of the banking industry, and a commitment to driving employee success. By bridging knowledge gaps and fostering a culture of continuous learning, you will contribute directly to enhancing customer satisfaction, team performance, and organizational growth.
Primary Responsibilities
+ Design & Delivery of Training: Create, deliver, and continuously improve training materials for diverse banking programs, ensuring clarity, relevance, and alignment with brand initiatives and product offerings.
+ Classroom Instruction: Lead training sessions for Bankers, covering operational systems, bank policies, transaction processing, currency handling, equipment operation, and customer-focused sales techniques.
+ Support & Collaboration: Collaborate closely with the Consumer Training Leader, and area managers to develop and refine training programs, especially in specialized areas like Cash Management, IRAs, and Lending.
+ Quality Control & Procedure Updates: Assist the Quality Control team in reviewing and updating consumer procedures, ensuring accuracy and adherence to regulatory and operational standards.
+ Coaching & Mentorship: Mentor bankers on delivering exceptional customer conversations and reinforce consistent practices through ongoing engagement and support.
+ Department Engagement: Act as a liaison between managers, bankers, and stakeholders, setting up follow-up training as needed and keeping teams informed on training progress and requirements.
+ Operational Expertise: Resolve technical issues for branch staff, maintain expert knowledge of core banking systems, and provide guidance on operational discrepancies like scanning, cash, and bond differences along with Central Operations.
+ Compliance & Confidentiality: Adhere to all regulatory and bank policies, including Bank Secrecy Act regulations, customer privacy policies, and security protocols.
+ Reporting & Assessment: Provide regular updates to the Consumer Training Leader, especially regarding onboarding new hires and assessing their progress.
+ System Management: Keep training records updated in Cornerstone LMS, ensuring all Consumer Banking employees meet training requirements, including New Hires and ongoing training for existing Bankers.
Additional Responsibilities
+ Work with Consumer Training Leader to develop and conduct training on product features, benefits, and cross-selling strategies.
+ Conduct refresher courses and new updates to ensure bank staff meet current regulatory requirements.
+ Continuously assess and improve training programs to ensure alignment with Organization strategic goals.
+ Responsible for testing and reviewing new products in MyData database and reporting any discrepancies to Central Operations team.
+ Coaching & Mentorship: Mentor bankers on delivering exceptional customer conversations and reinforce consistent practices through ongoing engagement and support.
+ Monitor and evaluate understanding of compliance policies among employees, providing additional support as needed.
+ Co-owner of overseeing the management of KABA lock assignment and integrity and KABA lock report.
Position Requirements
+ Bachelor’s Degree and three years of banking or equivalent experience OR High school diploma or equivalent and five years banking experience
+ Must have the ability to work flexible hours and travel to various branch locations as duties require
+ Training and coaching experience in a group setting and/or customer service/retail environment
+ Extremely strong communication skills, with the ability to effectively train in a classroom environment.
+ Highly developed social, verbal, and written communication skills, including outstanding presentation skills
+ Proven interpersonal skills to motivate a team and interact with all levels of personnel
+ Excellent in Excel, Word, Power Point and Microsoft Office for report writing for sales training tracking
+ Excellent organizational, follow-up and listening skills
+ Adaptable to a changing environment to ensure all material is delivered within a scheduled time
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
Come join the Blue Crew community and be part of our success!
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