Retail Training Specialist

Why Work at Bank First

At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.
 

Why You’ll Love Working Here

Imagine a workplace where:

• Your career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.
 

About the Role:  Retail Training Specialist

This position will be responsible for training efforts, with an emphasis on retail Teller/Customer Service Representative (CSR) training.   They will ensure that we consistently execute exceptional customer service, as well as following proper teller and/or CSR procedures.  Travel is required to support the branches and their training needs. This role will be accountable to the Retail Training Officer.  This position will support offices in our northern footprint, including but not limited to:  Green Bay, Wautoma, Waupaca, Iola, Shawano, Appleton, Oshkosh, Denmark.  
 

Key Responsibilities

• Develop and facilitate training programs for Frontline employees, with a specific emphasis on teller/CSR roles and the GUEST experience. 
• Design training materials, presentations, and job aids, to ensure engaging and effective learning experiences.
• Stay updated on industry regulations, banking policies/procedures, products/services, and systems/applications to incorporate relevant information into training materials.
• Assess the effectiveness of training through feedback, evaluations, and performance, making any adjustments as needed. 
• Will assist with retail training required for mergers and acquisitions.
• Be the Teller/CSR advocate and resource and an active participant in the front-line hotline and email center. 
• Adhere to the company's Code of Ethics.
• Other duties as assigned. 

#INDBF

Competencies

• Honesty, Integrity and Ethics – honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct
• Accountability – the extent to which an individual is willing to accept responsibility
• Adaptability – the extent to which an individual can fit into a changing working environment.  
• Decision Making – the ability to select an effective course of action while controlling resources and expenditures
• Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others.  The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust 
• Self Motivated - the ability to reach a goal or perform a task with little supervision or direction 
• Initiative - to act and take steps to solve or settle an issue
• Vision - sees beyond the present, anticipates future results, and is able to verbalize the vision and lead a work group in that direction 
• Innovative - the ability to go beyond conventional, a willingness to try new ideas and to encourage new ideas from others
• Coaching and Development - the ability to provide guidance and feedback to help others strengthen specific knowledge and skills 
• Feedback - provides timely, factual information to others about the impact and outcomes associated with their actions and performance
• Leadership - the ability to motivate and guide others to ensure performance in accordance with clear expectations and goals; comfortable making decisions
• Consulting - gives expert advise; is a knowledgeable resource
• Energetic / Enthusiastic - able to create a sense of excitement 
• Planning - able to develop a path to a desired outcome including sequence, feedback points, and time estimates
• Presentation skills - the ability to effectively present information to a group
•  Oral Communication - able to communicate with clarity in order to understand others' message and intent, and received and processes feedback
• Written Communication - able to write concise, clear letters, report, articles or emails
• Problem Solving - the ability to recognize courses of action which can be taken to handle problems or potential problems, and apply contingency plans to solve those problems
• Self Development - responsible for their own continued learning and growth through a personal plan
   

Skills/Knowledge/Abilities

• A minimum of one year of teller/CSR experience required
• A solid understanding of bank products and services
• Strong oral and written communication skills
• Proven project management experience (with limited supervision) required
• Strong time management skills required
• Training experience preferred
   

About Bank First

Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.
 

Our Culture & Vision

We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
 

Our Values

Relationship Based | Community Focused | Innovative Solutions | Value Driven
 

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.