Learning & Development Trainer (Banking Operations)

Job Description

Job Description

Description:

The Learning and Development Specialist plays a key role in enhancing employee performance and regulatory readiness across Servbank’s banking operations by designing, delivering, and optimizing training programs that support both customer-facing and internal teams. This role partners closely with leaders across retail banking, mortgage servicing, operations, and compliance to identify skill gaps, reinforce knowledge of banking products, systems, and policies, and ensure employees are equipped to meet regulatory requirements and deliver exceptional service. The Specialist develops and facilitates onboarding and ongoing training, ensures content is accurate and audit-ready, and provides instructional design, facilitation, and administrative oversight to maintain high-quality, compliant learning operations in a regulated financial environment.

About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.

With the addition of Iroquois Federal, founded in 1883 and deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions.

We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

What You'll Do:

• Develop and deliver training programs focused on banking operations, including products, systems, policies, and regulatory requirements.

• Partner with subject matter experts across Operations, IT, and Compliance. SMEs own the process, and then this role is responsible for turning that into clear, scalable training and driving adoption.
• Collaborate with leaders across operations, mortgage servicing, banking, and compliance to identify skill gaps and implement targeted training solutions.
• Create and maintain training materials such as presentations, job aids, and procedural documentation aligned with banking practices and audit requirements.
• Monitor new hire onboarding progress and ongoing course completion through the LMS, ensuring timely compliance with required training.
• Reinforce learning through follow-up engagement, coaching, and feedback to support knowledge retention and performance improvement.
• Assist in developing training initiatives to support process changes, system updates, and new banking regulations.
• Support reporting and tracking of training completion, helping ensure readiness for audits and regulatory reviews.

Develop practical, ready-to-use training that drives immediate impact on day-to-day performance

• 2-5+ years experience training on operational processes or systems in a banking or financial services environment preferred
• Familiarity with banking operations, policies, and regulatory requirements, including Fiserv systems.
• Experience developing training materials, including presentations, job aids, and procedural documentation.
• Strong facilitation and presentation skills, with the ability to train both in-person and virtually.
• Proficiency in technical writing, with the ability to clearly document policies and procedures.
• Strong communication, organization, and attention to detail, with the ability to manage multiple priorities.
• Comfortable collaborating with cross-functional teams, including operations, compliance, and leadership.
• Proficiency in Microsoft Office Suite; familiarity with eLearning tools is a plus.
• Alignment with Servbank’s core values and a passion for employee development.

Education:

• High School Diploma or GED.

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.