Treasury Management Quality Training Partner Position Available In Jefferson, Alabama

Treasury Management Quality Training Partner Cadence Bank Jun 18, 2025

Description Primary Purpose:

(Summary of major reason this job exists) Treasury Management is dedicated to delivering the highest level of service by empowering their employees with the knowledge and tools necessary to assist a customer with any and all needs. The TM Training Specialist will actively contribute to the knowledge, development, and training of both internal associates and external clients. This person will be a Treasury Management subject-matter expert (SME) helping both internal and external clients achieve a level of comfort. As an SME, the TM Training Specialist will be a resource for all systems, policies, and standard operating procedures within the department. They will perform learning needs analysis by utilizing call listening, case review, partnering with internal teams, and other stakeholders to determine future training needs. In addition, the specialist will perform review of all policies and procedures for completeness and accuracy within Treasury Management Support. They will ensure that as changes occur in the environment; policies, procedures, and training materials are reviewed and updated as needed; and coordinate training for team based on changes identified. Ensure that all policies and procedures are located in a single repository for ease of access, and partner with Risk for assessment of procedures and audit reviews.

Principal Duties and Responsibilities:

Create and manage course content (e.g., presentations, job manuals, job aids) Effectively communicate and convey a message to a classroom in such a way that everyone understands the material
Create and manage training guides and recordings
Must be versatile and flexible based on the schedules and special needs of the trainees
Conduct quality monitoring reviews to identify training opportunities
Compile performance evaluations of each trainee to review with management
Ensure continuous improvement of the training material to deliver the most effective results
Conduct training for internal support team and outsourced partners
Maintain inventories for all policies and procedures within Treasury Management Support functions
Manage intake process for new procedures and changes to existing procedures
Ensure all procedure documentation is clear and easy for associates to understand
Review and update procedures as new processes are identified
Build expert level understanding of policies and training material for TM Support functions
Maintain a thorough knowledge of Treasury Management products, policies, and technology
Maintain communication with other lines of business to ensure processes remain current and effective

Job Specifications:

(Knowledge, skills, and abilities normally required for competent performance in the job) Previous training experience
Ability to understand complex issues and processes
Critical thinking skills
Strong organizational skills
Outstanding problem-solving skills
Strong PC skills – ability to document processes
Ability to work under pressure, managing multiple priorities in a dynamic and fast paced environment
Knowledge and understanding of general banking
Ability to work effectively in a team environment
Excellent verbal, written, and interpersonal communication skills
Ability to develop partnerships and collaborate with other business and functional areas
Ability to motivate trainees to prioritize work, meet deadlines, and achieve goals
Self-directed and motivated to accomplish goals
Excellent time-management skills
3+ Years of Training and Development experience Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws. Qualifications
Education
Bachelors (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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