ERIEBANK, Retail Lending Trainer, Hybrid

Job Description

Job Description

Description:

The Retail Lending Trainer is responsible for development of a skilled, knowledgeable, and compliant lending team that supports organizational growth and performance. This role designs, delivers, and evaluates training programs aligned with business goals, regulatory requirements, and evolving industry standards. The position plays a key role in enhancing employee capability, improving client experience, and ensuring operational excellence across lending functions.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Design and develop comprehensive training programs aligned with consumer and residential lending needs, regulatory requirements, and organizational goals.
• Facilitate engaging in-person and virtual training sessions that build technical skills, sales effectiveness, and compliance knowledge.
• Evaluate training effectiveness through performance assessments, identifying skill gaps and recommending targeted development actions.
• Serve as a subject matter expert in consumer and residential lending, maintaining up-to-date knowledge of compliance, systems, and best practices.
• Collaborate with lending leaders and stakeholders to identify training needs and deliver solutions that support operational performance and client experience. 

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect : Treats all individuals with professionalism, fairness, and consideration, fostering trust and psychological safety in learning environments.
• Client Focus : Prioritizes training that enhances employee ability to deliver exceptional client experiences and tailored financial solutions.
• Inclusion : Creates an engaging and welcoming learning environment where diverse perspectives are valued and leveraged to strengthen outcomes.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership : Leads dynamic training sessions and drives a culture of continuous learning and development across lending teams.
• Integrity : Ensures all training content and delivery meet regulatory standards and organizational policies without compromise.
• Collaboration : Partners effectively with cross-functional teams to align training initiatives with business needs.
• Volunteerism : Supports community initiatives and promotes organizational involvement through training and engagement opportunities.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability : Takes ownership of training outcomes, ensuring programs are effective, measurable, and aligned with performance goals.
• Innovation : Incorporates modern training methods, digital tools, and evolving technologies to enhance learning effectiveness.
• Professionalism : Maintains high standards in communication, facilitation, and program execution.

POSITION LEVEL(S) EXPECTATIONS (if applicable)

• Specialist I : Entry-level role focused on execution and foundational skill development. Supports the design and delivery of training programs while building subject matter knowledge in consumer and residential lending. Works under guidance to facilitate portions of training, manage logistics, and maintain training materials and systems.
• Specialist II: Intermediate role with increased ownership of training initiatives. Independently designs and delivers training programs, evaluates effectiveness, and partners with business leaders to address skill gaps. Demonstrates strong subject matter expertise and contributes to improving training processes, content, and learner experience.
• Officer: Advanced-level role responsible for strategy, leadership, and enterprise impact. Leads the development and execution of training programs aligned with organizational goals, regulatory requirements, and business performance. Acts as a subject matter expert, influences stakeholders, drives innovation in training delivery, and ensures measurable outcomes across lending teams. 

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively pursues professional growth through industry webinars, certifications, and internal training programs. Continuously enhances instructional design, facilitation skills, and lending knowledge while identifying opportunities to improve training processes and delivery methods.

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Education & Experience: High school diploma or GED required; related experience in lending, training, or financial services preferred. Secondary education or certifications in training, education, or finance are a plus. A background screening will be conducted.

• LANGUAGE SKILLS: Strong written and verbal communication skills with the ability to present information clearly to individuals and groups.
• TECHNOLOGY SKILLS: Proficiency in digital tools, LMS platforms, and lending systems (e.g., nCino, Empower, Salesforce, Loan Officer Digital) or the ability to learn quickly.
• MATHEMATICAL SKILLS: Ability to perform basic calculations and interpret financial data, ratios, and performance metrics.
• REASONING ABILITY: A bility to analyze training needs, solve problems, and adapt learning solutions to complex business environments.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  

This position operates in a professional office environment with extended periods at a desk using standard office equipment. Noise level is moderate with frequent communication and collaboration. Frequent travel (quarterly) may be required to support training across market areas or attend off-site sessions. 

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER : This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.  

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match 
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

ERIEBANK is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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