Training and Development Specialist

GENERAL FUNCTION:Responsible for assessing organizational learning needs and designing, developing, implementing, and evaluating learning and development programs that support operational excellence, regulatory compliance, onboarding, leadership development, technical proficiency, and Team Member growth. Partners with business leaders and subject matter experts to create learning solutions that improve performance and support strategic business objectives.ESSENTIAL FUNCTIONS:Training Strategy, Design, and Delivery• Design, develop, and implement training programs that support onboarding, technical skills, compliance requirements, and professional development needs.• Apply adult learning principles, appropriate development models, and scenario-based learning methods to improve knowledge retention and job application.• Facilitate engaging training sessions in in-person, virtual, and blended formats for Team Members across the organization.• Create effective learning materials, including presentations, guides, e-learning modules, job aids, and other resources that support consistent training delivery.• Support implementation and optimization of learning technologies, including LMS platforms and digital learning solutions.• Partner with HR, Management, Technology, Compliance, and department leaders to support onboarding programs and ensure new Team Members receive the training, tools, and resources needed to integrate successfully into their roles and the company culture.• Support Team Member development planning by partnering with managers to identify skill-building opportunities, individual development plans, and succession-planning needs.Training Administration• Conduct training needs assessments using surveys, interviews, performance data, and feedback to identify gaps in knowledge, skills, and performance.• Assist with administration of the company’s learning management system (LMS), including course assignments, content updates, training records, progress tracking, and reporting.• Collect, analyze, and interpret learning data and business performance metrics to assess training effectiveness, identify trends, and support data-driven recommendations.• Evaluate training effectiveness through assessments, feedback, performance indicators, and post-training results; recommend updates to improve program quality and business impact.• Collaborate with HR, Management, Technology, Compliance, department leaders, and subject matter experts to ensure training programs are accurate, timely, relevant, and aligned with operational goals.Compliance (this section is the same for all Bank Team Members)• Review the Bank’s information security guidelines regularly and avoid activity that could expose the Bank to malware, scams, and fraud. Follow all guidelines for securing your accounts, access, systems, and information. Be proactive in identifying threats to information security and relay concerns to the information security team.• Diligently protect confidential information and assist the Bank in ensuring that all confidential and sensitive information is handled appropriately.• Maintain an active awareness and understanding of policies, procedures, designated authorities, regulations, and laws, including but not limited to, the Bank Secrecy Act, Anti-Money Laundering Act, Red Flags, Consumer Privacy, Fair Lending, other applicable lending laws, etc. Follow these at all times.• Communicate openly with supervisors and other management about policies, procedures, work conduct, and job functions. Ask questions to clarify any uncertainty when issues arise.• Address with your supervisor questions about suspected violations of policy and procedure, and other laws and guidelines, as outlined in the Code of Conduct, including but not limited to Bank Secrecy Act, Anti-Money Laundering Act, lending laws, etc.• Participate in training sessions and policy updates as necessary. Assist with coordination of scheduling as appropriate.Other (this section is the same for all Bank Team Members)• Maintain focus and professionalism at work; reserve personal matters for personal time. Be teachable, flexible, manageable, approachable, and helpful.• Work scheduled and other needed hours at the designated location(s).• Assist Management with scheduling and other issues as directed.• Accept additional work as needed and assist other managers or Team Members as needed.• All Team Members should provide consistently positive, effective, helpful service to all customers, both internal and external.• Management or Bank policy may revise, delete, or add responsibility as necessary.Training & Development Specialist 1Training & Development Specialist 2Training & Development Specialist 3Distinction of DutiesEntry level training role focused on learning the Bank’s training processes, supporting training administration, and delivering established training content. Assists with onboarding, course logistics, training records, basic reporting, and preparation of learning materials. Works under guidance while building facilitation, instructional design, LMS, and banking knowledge.Experienced training role responsible for independently developing, coordinating, and facilitating training programs for assigned business areas. Partners with managers and subject matter experts to identify training needs, update materials, support LMS administration, evaluate training effectiveness, and recommend improvements. Uses sound judgment to adapt training delivery to audience and operational needs.Advanced training role serving as a resource and lead contributor for complex or high-impact training initiatives. Designs and manages comprehensive training programs, leads needs assessments, advises leaders on development solutions, analyzes training outcomes, and mentors other training staff. Provides independent judgment, strategic input, and subject matter expertise across onboarding, compliance, technical, and professional development programs.RequiredHigh school diploma or equivalentBasic knowledge of training coordination, facilitation, or employee development practicesStrong communication, organization, follow-up, and customer service skillsAbility to learn LMS functions, maintain accurate records, and support training logisticsPositive, professional approach and ability to work effectively with Team Members and managersRequired of Training & Development Specialist 1 AND:At least three (3) years of training, banking, operations, HR, or equivalent experienceAbility to independently facilitate in-person, virtual, and blended training sessionsExperience creating or updating presentations, job aids, guides, and other training materialsWorking knowledge of LMS administration, training records, course assignments, and reportingAbility to assess training needs and recommend practical improvementsRequired of Training & Development Specialist 2 AND:At least five (5) years of training, banking, operations, HR, or equivalent experienceAdvanced facilitation, instructional design, program management, and stakeholder consultation skillsAbility to lead complex training projects from needs assessment through delivery and evaluationAbility to analyze training data, identify trends, and present recommendations to managementAbility to guide, coach, or mentor other training staff or subject matter expertsPreferredOne to two (1-2) years of training coordination, facilitation, banking, HR, or operations experienceExperience using training development software and LMSComfort speaking in front of groups and assisting adult learnersBasic knowledge of banking operations, compliance, or onboarding processesOne to two (1-2) years of training coordination, instructional design, facilitation, banking, HR, or operations experienceExperience using training development software and LMSComfort speaking in front of groups and assisting adult learnersBasic knowledge of banking operations, compliance, or onboarding processesOne to two (1-2) years of training coordination, facilitation, banking, HR, or operations experienceExperience using training development software and LMSComfort speaking in front of groups and assisting adult learnersBasic knowledge of banking operations, compliance, or onboarding processesRequirements• Required: 1-2 Years of Training, Operations, Retail Banking, or related experience (example)• Preferred: BS Degree in Finance, Business, HR, or related field• Preferred: Experience developing and implementing training programs• Preferred: Experience administering a Learning Management System• Preferred: Experience using content development tools and programs (e.g. Articulate, PowerPoint, etc.)Activity• Ability to operate office equipment, telephones, and computers• Ability to communicate fluently in English, in person, in writing, and on the computer• Ability to hear, speak, and understand verbal communication• Ability to read, write, count, and perform basic math functions• Ability to move head, shoulders, neck, and arms freely (e.g. operation of office equipment)• Ability to use manual dexterity and fine manipulation for operating a keyboard, using equipment, filing, etc.• Ability to lift up to 10 pounds, grasp, reach, and pull• Ability to sit for long periods of time; standing and walking periodically• Ability to think, remember, learn new information, and apply cognitive data to job functions• Ability to assess and concentrate on mental and physical job tasks to see them to completion• Ability to work with others to share information and solve problems #J-18808-Ljbffr