The purpose of this job is to facilitate, deliver and develop dynamic, high-quality classroom and web-based training with an emphasis in training branch associates on systems, polices, procedures, processes, and sales techniques. This individual will develop creative classroom activities using various techniques to enhance the associate’s educational experience and reinforce major course objectives. Will work with the management team and associates in their area of responsibility to understand training/development needs.
This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.
Responsibilities Facilitate high-quality training programs and solutions by utilizing varying training methods and techniques and teach multiple curricula across a variety of business units.Stay updated on any changes in policies and procedures and ensure all training materials are updated.Continuously review, evaluate and update existing and proposed programs to ensure content is relevant and timelyConsult with and prepare content for approval by the Retail Administration team for ongoing training needsEvaluate and provide feedback to management on associate’s skill level while attending class, along with any needs for improvementDevelop and maintain constructive working relationships with stakeholders, such as Human Resources partners, Retail Administration and other department leaders, and subject-matter expertsManage the information placed into LMS regarding the classes being conductedLearn to develop and write high-quality training programs, solutions, and materials by utilizing varying development methods and techniques. Perform additional duties as assignedLevel II additional responsibilities:
Develop high-quality training programs and solutions by utilizing varying development methods and techniques.Collaborate with an eLearning Designer to develop content for online training courses. Mentor and coach other trainers as needed. Qualifications Minimum of bachelor’s degree and one (1) year corporate training experience or comparable experience in public speaking, meeting facilitation, teaching, mentoring/coaching in a branch setting, etc. and two (2) years retail branch experience (teller and platform skills)OR
Must have two (2) years corporate training experience or comparable experience in public speaking, meeting facilitation, teaching, mentoring/coaching in a branch setting, etc. and three (3) years retail branch experience (teller and platform skills)
Familiar with adult learning theory and instructional designProven ability to adapt training curriculum based on associates’ needsKnowledge of virtual classroom training methodsAbility to facilitate training using multiple delivery methods (in-person and virtual) using a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, or lecturesExcellent organizational skillsExcellent verbal and written communication skillsAbility to innovate and be a positive agent for changeAbility to work well independently and within a team settingAdaptable enough to thrive in in a fast-paced and continually changing environmentPossess creativity and the ability to think outside the boxRetail branch experience (teller and platform skills) with knowledge of branch sales practices, policies, procedures, and systemsProficient PC skills (specifically Microsoft Word and PowerPoint)Proficient in communication and collaboration applications (such as Teams, and webinar applications)Must be able to travel to offices/branches within area of responsibilityLending and or underwriting experience (small business and consumer) preferredBranch leadership experience preferred Training certifications preferredExperience specifically with Microsoft Teams or other web-based training platforms preferredLevel II additional qualifications:
Minimum of bachelor’s degree and two (2) years corporate training and development experience in the banking and finance field or four (4) years retail branch experience (teller and platform skills)OR
Minimum of four (4) years corporate training and development experience in the banking and finance field or 5 (five) years retail branch experience (teller and platform skills)Knowledge and proven application of adult learning theory and instructional design theoryClassroom management skills including organization, time management, recognizing learner accomplishments, and correcting inappropriate behaviorExperience with online class development software such as Storyline, Rise, Replay, Captivate, PowToon, etc. preferred
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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