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SalaryReports To: Training Specialist Team Lead
Location: Within the footprint of United (AL, GA, FL, NC, SC or TN)
SUMMARY
Responsible for creating, delivering, and measuring on-going new hire training for the retail branch in conjunction with an identified in-branch guide. Responsible for delivering an outstanding onboard loan training experience for Consumer, Small Business and Commercial Roles. The Learning and Development Training Specialist will equip new to role employees, with knowledge of key tasks to perform their job successfully. Schedules and communicates with new hires and management to coordinate training. Works closely with all department roles, utilizing subject-matter-experts where needed, and supports other departments in training initiatives as needed.
EDUCATION AND EXPERIENCE REQUIREMENTS
- Degree in Business, Finance or related field or an equivalent combination
- Minimum 5 years' experience in financial and/or training industry
- Knowledge of Bank products, services, initiatives, and company culture
- Familiar with varying bank policies and procedures within the footprint
- Possesses a high degree of the following skills and characteristics:
- Self-motivation
- Confident speaker in large groups
- Quality productivity within rigorous time frames
- Ability to manage multiple projects simultaneously, strong multi-tasker
- Excellent time management and organization skills
- Self-starter who works successfully with little direction
- Excellent written and oral communication skills
- Excellent interpersonal skills
- Ability to interact with all levels of management and employees
- Quick learner
- Ability to gather and analyze information to solve problems efficiently
- Team player
- Action-oriented and displays initiative
- Proficient in Microsoft Office programs, Retail and loan systems and procedures
- Ability to successfully lead in-person, WebEx, and recorded training sessions
- Stays abreast of industry training updates and delivery methods
- Some travel required
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
JOB FUNCTIONS
- Primarily focuses on the success of new hires or new to role employees training surrounding Retail and Loan Platform systems.
- Trains on Operational Process Changes for Retail and Loan Roles.
- Works closely with hiring manager and in-branch guide to establish training completion timeline.
- Communicates with new hires or new to role employees regarding training dates and schedules.
- Provides training on a variety of relevant to role topics preparing the employee for the specified role.
- Assesses skill level and communicates with employee and hiring manager of progression throughout the process.
- Communicates developmental needs to the hiring Manager and assigned in-branch guide.
- Works with all levels of management and subject matter experts to ensure relevancy of course materials and delivery methods suitable to needs.
- Researches, creates, delivers, and manages training criteria, programs, and initiatives through a variety of training methods.
- Supports and partners with other departments to provide training as needed.
- Tracks progress and effectiveness through various surveys to ensure successful creation, implementation, maintenance and follow up specific to needs.
- Provides current research and makes suggestions for direction of training.
- Assists with forthcoming year's budget making recommendations for new training initiatives as well as on-going efforts.
- Assists in administrative duties of training initiatives.
- Writes articles as needed or instructed for internal communications and maintains departmental websites.
- Stays abreast of all bank products and services, promotions, incentive programs, company initiatives and company goals to support employees and the Bank in all endeavors and to assist with questions from throughout the company.
- Assists with coordinating all outsourced development programs and overviews the efficiency and effectiveness of those programs.
- Works with other departments to maintain a Corporate Training Calendar.
WORK ENVIRONMENT
United location within the footprint
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 30% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
