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Training and Development Manager
Wabash, IN
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Crossroads Bank

Retail Banking Educator

Job Description

Retail Banking Educator

• 3.5 1205 Cass Street, Wabash, IN 46992 Apply on company site

Job Summary:

Lead and drive the customer service standards to be delivered to our customers. Train the Retail teller/Assistant Branch Manager team to enhance the competencies of new and existing retail employees. Design, update and deliver training that will improve employee workplace performance. Conduct training needs assessments, develop curriculum, gather learning materials, and managing all phases of training implementation. Being cognizant of when to actively conduct a training class, visiting branches, conduct observations, and assist with any additional training as needed.

Major Duties:

Training (50%) Provide consistent training to all new Retail hires on the bank's platforms, products, services, and culture. Deliver classroom training using PowerPoint presentations, company processing systems, and other face-to-face presentation methods. Utilize various forms of training delivery (in addition to a traditional classroom setting) such as virtual training via Zoom or one-on-one sessions. Coach, mentor, and supervise trainees from the start of new hire training, through the job transition probationary period, and make the final assessment of the individual's successful attainment of required skills to progress to their assigned role. Monitor the shadowing phase of the trainees' training. Provide retail-related annual and refresher training Create a positive and encouraging work environment. Conduct in class training sessions on various subjects as needed in the Retail area. Developing (25%) Develop and maintain training programs and corresponding support documentation, for both new and tenured team members. Based on performance metrics, identify areas of opportunity, and formulate training plans to support management objectives. Work with managers and internal department leaders to monitor error trends, productivity, and quality standards for both trainees and tenured staff, to identify additional training required. Create effective Training Bulletins to disseminate reminders and information about procedure and process changes. Track completion of any training for new staff and tenure staff including procedure and process changes. Work on new development and continual improvement of training materials, such as participant guides, handouts, FAQs, job aids, etc. Ensure that training materials reflect current best practices and processes through regular review and update. Analyzing and Observation (20%) Complete new employee training assessments. Analyze reports for the purpose of tracking and trending retail team member performance, to identify opportunities for improvement. Participate in researching and evaluating learning programs, trends, and practices to keep the curriculum fresh. Gather feedback and prepare reports showing the results of training, staff enrichment and customer comments. Provide reporting to direct manager on regular basis, or as otherwise requested. Observe Retail team to gauge effectiveness of training efforts and information retention. Utilize observations to enhance development of future training. Provide feedback, instruction, and development guidance to assist Retail team to excel in their current job responsibilities. Minor Duties (5%) May assist with testing new system changes and processes. Keep up to date with policies and procedures by various methods including attending meetings. Review and process revisions to procedures. Special projects as assigned. Maintain current knowledge of industry, policies and procedures, and regulatory compliance. Support company mission statement and consistently demonstrates the company's values. Meet with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Coordinate and communicate across retail banking to ensure that needs are met Hold regular meetings to ensure Retail employees are trained and educated on proper banking terms, products, and procedures Maintain a sufficient understanding of and adhere to regulatory compliance requirements as applicable, including

BSA/OFAC

Other Duties as Assigned.

Personal & Educational Qualifications:

Bachelor's degree or comparable preferred; or equivalent work experience. At least 3 years' experience in retail banking or training discipline; including education, branch or department sales, referrals, and other financial institution functions with a working knowledge of banking. Excellent organizational skills, detail oriented and inter-personal skills. Ability to think logically and define problems, collect data, establish facts and deal with difficult concepts. Skilled with MS office products, Word, Excel, PowerPoint, etc.

Physical Qualifications:

Be able to lift &/or carry up to 50 lbs. Be able to sit or stand for extended periods of time.

Reports to:
Top Retail Banking Officer VP Location:

Wabash Office; Remote options are not available.

Benefits

  • Dental Insurance
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