Retail Trainer - Lake Ridge Bank

Are you passionate about empowering others to succeed? Join our Lake Ridge team as a Retail Trainer, where you will play a pivotal role in shaping the future of our Customer Service Associates (CSAs) and Personal Bankers. As a Retail Trainer, you will design and deliver dynamic training programs that ensure our retail associates excel in their roles, master banking systems, and provide top-tier service to our clients. You’ll work closely with Retail Operations and management teams to identify training needs and craft strategies for continuous growth. This is your opportunity to make a lasting impact and drive excellence within our retail banking team.

• Design, develop, and deliver training programs for new CSAs and Personal Bankers, ensuring they have the necessary knowledge and skills to perform their duties effectively.
• Work closely with Retail Operations to stay updated on changes to banking systems and processes and incorporate these updates into training materials and programs.
• Utilize microlearning techniques to provide ongoing learning opportunities for retail associates, enhancing their skills and knowledge in a manageable, effective manner.
• Collaborate with management to identify specific training needs and develop training solutions to address these needs.
• Provide managers with tools and techniques to coach their teams effectively, fostering a culture of continuous improvement and learning.
• Monitor and evaluate the effectiveness of training programs, making adjustments as needed to ensure they meet the learning objectives and improve performance.
• Conduct regular visits to bank locations to deliver training sessions, monitor the implementation of best practices, and provide support and coaching to CSA’s and Personal Bankers in real-life scenarios.
• Ensure that all training activities align with the bank’s policies and regulatory requirements. Promote a culture of excellence and continuous improvement among associates.

Other Duties:

• Participates in internal/external training as appropriate.
• Participates in community involvement/bank activities as appropriate.
• Perform all other duties as assigned or requested.

• Bachelor’s degree in Education, HR, Business Administration, or related field and/OR 3-5 years in banking, preferably in a retail banking or financial services setting.
• 3 years in retail banking with a proven track record of success.
• Excellent understanding of banking operations, products, and services.
• Proven ability to design and deliver effective training programs.
• Well-developed interpersonal and communication skills (especially listening and verbal) in order to communicate and relate effectively with clients and associates
• Good accounting/math skills with the ability to work precisely with numbers and financial calculations
• Strong attention to detail with the ability to work efficiently & accurately
• Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
• Proficient in Microsoft Office Suite and e-learning platforms, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software
• Ability to represent the organization in a professional, positive manner
• Willingness to work toward the goals and performance standards of the department with a focus on the bank and department mission statements.

Preferred Qualifications:

• 3 years of experience in a training role, preferably within the banking or financial services industry.Certification in Training and Development.
• Experience with microlearning techniques and digital training solutions.
• Knowledge of adult learning principles and instructional design methodologies.

This is a full time role between the hours of 8:00 AM to 5:30 PM Monday through Friday. Flexibility in scheduling may be needed on occasion.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.