Banker Preparedness Manager

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

The Banker Preparedness Manager is responsible for equipping retail bankers with the skills, tools, and confidence to deliver high-quality customer interactions. This role plays a critical part in the bank’s shift from a transaction focused model to a sales and relationship driven approach.

Essential Duties and Responsibilities

Design and deliver training focused on customer conversations, sales effectiveness, and relationship building.

Develop programs to improve banker capability in tele-consulting (teleconnect) and proactive outreach.

Build training and coaching resources for small business engagement and growth.

Partner with Retail leaders to identify skill gaps and tailor development programs.

Support consistent execution of sales and service behaviors across branches.

Evaluate training effectiveness using performance data and feedback.

Reinforce best practices in lead management and customer engagement.

Collaborate with Workforce Planning and Retail leadership to align training with real-world execution.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

Strong understanding of retail banking sales and service models.

Demonstrated ability to design and deliver training that drives behavior change.

Experience coaching or developing frontline employees.

Passion for improving customer experience through employee capability.

Ability to translate strategy into practical skills and behaviors.

Technical/Computer Skills

Instructional design and curriculum development

Training delivery (in-person, virtual, blended learning)

Familiarity with CRM and lead management tools used in retail banking

Data analysis to measure training effectiveness

Education and/or Experience

Bachelor’s degree in business, HR, Education, or related field (or equivalent experience)

5+ years of experience in retail banking, sales training, or leadership development

Experience in a branch environment or supporting frontline bankers strongly preferred

Experience designing sales or service training programs

Certificates, Licenses, Registrations

Training certifications (ATD, CPTD, or similar)- preferred

Sales training or coaching certifications- a plus

Banking licenses (if previously in role)- helpful but not required

Other Qualifications (including physical requirements)

Strong facilitation and presentation skills

Coaching and feedback delivery

Communication and storytelling

Influencing frontline behavior and leadership alignment

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

Critical Thinking, Reading Comprehension, Systems Analysis,

Communication, Decision Making, Problem Solving, Project Management