Training Specialist

JOB FUNCTION / SUMMARY:

Serves as the primary facilitator of coursework for associates within an assigned region or segment. Training specialists provide timely and effective delivery of training content to their internal clients. Responsible for managing and maintaining labs, as well as working with appropriate leadership and our learning design resources to schedule and deliver training.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Schedules, notifies, and delivers assigned training, either in person or via virtual instructor led tools, to intended audience according to established service level agreements or project plans.

Partners with leadership and monitors reports to understand and stay abreast of hiring trends for applicable territory

Manages the classroom environment to ensure each associate receives a quality learning experience. Provides feedback to management on students as needed.

Properly documents class offerings, attendance, and course credit in the company’s learning management system.

Sends applicable post class surveys to participants and/or seeks appropriate feedback on classes taught.

Stays current on policies and procedures for the client base they support. Participates in the process to keep coursework up to date by notifying the appropriate instructional design resources of any potential discrepancies in training content.

Participates in train the trainer sessions as needed; maintains any necessary internal certifications in core coursework

Reviews course materials using the provided leader guides and prepares schedules for training sessions. Ensures participant materials are accurate and available for training.

Manages and maintains assigned computer lab(s), equipment, etc.

Fills in for other training specialists as needed outside of normal assigned areas

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

Required:

Associate degree in a related field or equivalent experience required; Bachelor’s degree preferred

3+ years of training experience

Financial services training experience preferred

Specialized financial services knowledge or experience may be considered in place of training experience

Technical skills to operate and deliver training using company platform and technology systems (LCDs, webinar tools, surveys, etc.).

Ability to read, comprehend, and explain company prepared regulatory and policy information

Strong interpersonal skills; Ability to communicate orally and in writing with all levels of associates.

Proficiency with Microsoft Office products

Excellent communication, analytical, customer service and organizational skills

Strong presentation and training skills

Preferred:

Previous management experience preferred

Prior experience in financial services and with financial services systems

Comprehensive understanding of financial services to include applicable regulations

Experienced in lending with knowledge of financial statements, credit analysis and business math

Experienced in sales or knowledge of sales processes and client relationship management tools

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to work under stress and meet deadlines

Ability to travel regionally approximately 50% of the time; travel demands are impacted by company initiatives

Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.