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Teller
Los Angeles, CA

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City National Bank

Teller Insight Facilitator

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Job Description

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank. This is a hybrid role requiring 4 days onsite and 1 day remote each week. This role will also require travel, with assignments and training activities taking place across both the West Coast and East Coast.
  • The Opportunity
  • Seeking a candidate with strong facilitation and training skills to support the implementation and enhancement of the Teller Insight system across multiple geographies. This role will provide hand-on training and support branch colleagues, helping ensure they understand new and enhanced Teller Insight functionality and can confidently apply it in their daily responsibilities.
  • The Responsibilities:
  • Introduction to
Teller Insight:
Explain the purpose of the system, how it is used in daily teller operations, and how it supports accurate and efficient transaction processing.
    System Navigation:
    Walk new hires through logging in, accessing the system, navigating the main screens, and locating commonly used features and functions.
      Transaction Processing:
      Demonstrate how to properly process common teller transactions and explain the information that must be entered into or verified during each transaction.
        Customer and Account Information:
        Review how to access and verify customer information while emphasizing accuracy, confidentiality, and appropriate handling of customer data.
          Cash Handling and Balancing:
          Explain how Teller Insight supports cash transactions, balancing procedures, and the importance of maintaining accurate records.
            Security and Compliance:
            Review identification requirements, user access, transaction controls, privacy expectations, and procedures for protecting customer and company information.
              Error Handling:
              Demonstrate what to do when an error occurs, including how to correct transactions, how to reverse transactions, when to seek assistance, and when a transaction should be escalated to a supervisor.
                Practice and Hands-On Exercises:
                Give new hires opportunities to practice common scenarios in a training environment and allow them to ask questions throughout the session.
                  Troubleshooting and Support:
                  Explain common issues and identify who new hires should contact when they need technical or operational assistance.
                    Knowledge Check:
                    End the training with a review of key concepts and confirm that each new hire can complete the essential Teller Insight functions accurately and confidently.
                    • The facilitator should focus on demonstrating the process, explaining why each step is important, allowing new hires to practice, and correcting mistakes in real time.
                    • The Qualifications
                    • 3-5 years of facilitator experience required.
                    • 2-4 years of Teller Insight experience highly desired.
                    • Knowledge of the working structure, policies, mission, and strategies of the organization.
                    • Understanding of operational processes and procedures of the assigned functional area.
                    • Familiarity with adult learning theory and concepts, principles, and practices of the financial services industry.
                    • Skill in analyzing training materials and trainee information.
                    • Ability to prepare instructional sites and manage the learning environment effectively.
                    • Proficiency in responding to trainee needs for clarification or feedback and providing positive reinforcement.
                    • Capability to select and use appropriate instructional methods and media.
                    • Experience in evaluating trainee performance and reporting evaluation information.
                    • Ability to partner with other functional areas to accomplish objectives.
                    • Facilitation skills to ensure all viewpoints, ideas, and problems are addressed during meetings.
                    • Capacity to incorporate needs, wants, and goals from different business unit perspectives into training plans.
                    • Proficiency in reading, comprehending, and applying technical information.
                    • Skill in managing multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions.
                    • Effective communication skills, both oral and written.
                    • Ability to work collaboratively within a team environment and provide a high level of customer service.
                    • Capability to establish and maintain effective working relationships.
                    • Maintain a working knowledge of operational issues, procedures, training techniques, and methodologies.
                    • MS Office proficient
                    • Bachelor's degree preferred This is the pay range that Magnit reasonably expects to pay for this position: $37.
                    00/hour - $41.00/hour
                    Benefits:
                    Medical, Dental, Vision, 401K
                    • QUALIFICATION/LICENSURE
                    • Work Authorization :
                    • US Citizen
                    • Preferred years of experience :
                    • 1 years
                    • Travel required :
                    • No travel required
                    • Shift timings :
                    • Role will also require travel between West Coast and East Coast.

                    Benefits

                    • 401(k) Plans
                    • Health Insurance
                    • Dental Insurance
                    • Vision Insurance