Posted: 08/29/2021

Training Coordinator

Top of Form
Job Details
Job Location
Responsible for training, coaching and developing our Financial Services employees in line with the strategic plan. Training responsibilities encompass content management, development, maintenance, design and delivery of financial services training programs (orientation and ongoing training). Coaching responsibilities encompass individual one-on-one coaching for skills development during the initial training period and supporting post-training coaching, as needed. Works closely with Senior Management to support the on-going development of our financial services employees and is a key member of the Training Oversight Team.  Additional responsibilities include coordinating utilization and training of our Community Reinvestment Act (CRA) Program.  This includes ensuring we have all the proper documentation needed for our CRA Exam regarding donations, service hours, etc.
Core Competencies
  • Superior communications skills, both written and oral, including excellent presentation skills.
  • Excellent interpersonal and customer service abilities.
  • Ability to resolve problems quickly and with sound judgment.
  • Ability to work independently, as well as follow direction/instruction, as warranted.
  • Demonstrated ability to maintain flexibility in a changing environment.
  • Ability to multi-task, prioritize, escalate issues and remain organized is essential.
  • Ability to maintain confidential customer, employee and Bank information in a responsible and secure manner.
Position Expectations
  • Deliver a wide range of training and development programs that meets financial service’s needs, including department and position specific needs.
  • Work with Training Oversight Team regarding content delivery methods and scope of priorities for class schedules and need.
  • Maintain the LMS system including employee records, reports, and training offerings.
  • Monitor Compliance Training on a monthly and quarterly basis, providing delinquency and completion reports quarterly to the Audit and Compliance Officer.
  • Coordinate with Senior Management and employees to achieve full participation in optional and required training through proper communication channels.
  • Responsible for training logistics to include booking rooms for training and non-department trainers, coordinating with IT and Facilities to maintain/update training room issues.
  • Classroom Management, pre-class preparation, post class debrief; coach and deliver feedback to participants; escalate concerns to Audit and Compliance Officer, Human Resources, and employee’s direct manager, as warranted.
  • Design Financial Services training related documents, materials, and presentations.
  • Review and edit training content for consistency and design and identify improvement opportunities for course and courseware materials through delivery and proofreading of course materials to ensure procedures, exercises and practices work as written and meets department standards.
  • Perform other responsibilities and duties, as assigned.
Required Education and Experience
  • High school diploma or G.E.D.
  • A minimum of 2 years training and development experience.
  • Strong communication skills including written and verbal
  • Must be proficient in use of Word, Excel, PowerPoint, and course authoring tools
Preferred Experience
  • Bachelor’s degree or equivalent experience
  • A minimum of 2 years Banking, Insurance, hospitality or other high touch Customer facing industry experience.
  • Ability to prepare documents and compose business letters, and policies and procedures
Additional Competencies
  • People Skills
  • Fostering Teamwork
  • Business Skills
  • Initiative
  • Critical Thinking/Decisiveness
  • Self-Management Skills
  • Organization Skills
Required Abilities
We are proud to be an ADA employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position
  • Ability to operate office equipment of varying heights, sizes and positions by reaching, handling, fingering, bending, stooping, kneeling and feeling
  • Ability to obtain documents, files, and supplies of varying sizes, heights and weights by reaching, handling, stretching, lifting, bending, climbing, stooping, kneeling and feeling
  • Ability to effectively exchange information in a verbal, visual and written fashion 
  • Ability to apply common sense understanding in order to problem solve by analyzing, observing, and prioritizing.  Reads material and identifies relevant details; judges accuracy and appropriateness
  • Ability to lift and carry a weight of up to 50 pounds for a short period of time.
  • Ability to sit for long periods of time.
  • Ability to effectively interact with others, including but not limited to internal and/or external customers, members of management, and vendors.
  • Ability to work a regular, predictable schedule.
  • Must have valid driver’s license and transportation.