What are the responsibilities and job description for the Retail Sales and Operations Trainer position at Central Bancompany?
ABOUT CENTRAL BANK
Central Bank is a leading community-focused financial institution committed to helping individuals, families, businesses, and communities achieve their financial goals. We believe great customer experiences begin with exceptional employees, and we invest in developing talent through education, coaching, and professional growth opportunities. As part of our Retail Banking team, you'll play a critical role in shaping the employee experience and supporting our commitment to delivering legendary service across our branch network.
POSITION SUMMARY
Central Bank is seeking a dynamic, engaging, and experienced Retail Sales & Operations Trainer to join our Retail Banking team. This role is responsible for developing and delivering impactful training programs that equip employees with the knowledge, skills, and confidence to succeed in retail banking sales, service, operations, and customer experience. The successful candidate will partner with retail leaders across multiple markets to support employee onboarding, performance development, sales effectiveness, operational consistency, and organizational growth.
ESSENTIAL DUTIES AND ACCOUNTABILITIES
- Design, develop, and deliver training programs focused on retail banking sales, service, operations, and customer experience.
- Create onboarding and development plans for Branch Managers, Assistant Branch Managers, Universal Bankers, and other retail team members.
- Facilitate instructor-led classroom training, virtual learning sessions, workshops, coaching programs, and field training activities.
- Develop and maintain engaging learning materials, job aids, videos, guides, simulations, role-play exercises, and other training resources.
- Train employees on branch operational procedures, banking systems, products, services, compliance requirements, and risk controls.
- Support implementation of new products, technology enhancements, sales campaigns, service initiatives, and operational improvements.
- Conduct branch visits, observations, and coaching sessions to identify development opportunities and reinforce performance standards.
- Maintain training records, program documentation, evaluations, and reporting to assess effectiveness and support continuous improvement.
- Perform other duties as assigned or as needed.
- Comply with all applicable banking regulations, including Bank Secrecy Act requirements and information security standards.
Why Join Us?
- Opportunity to impact employee success across multiple markets.
- Partner directly with retail banking leaders and business partners.
- Help shape the future of employee development, sales effectiveness, and operational excellence.
- Competitive compensation and comprehensive benefits package.
- Supportive culture committed to growth, collaboration, and Living Legendary Standards.
Qualifications:
Required Skills
- Strong presentation, facilitation, and coaching skills.
- Excellent verbal and written communication abilities.
- Ability to engage and influence audiences ranging from frontline employees to senior leadership.
- Strong organizational, project management, and time management skills.
- Detail-oriented with excellent problem-solving abilities.
- Collaborative mindset with the ability to build relationships across multiple departments.
- Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Teams.
- Experience with SharePoint, Adobe and other “creative” tools for the creation of dynamic content development.
- Experience utilizing various learning methods, including classroom, virtual, video-based, and self-paced learning.
Preferred Experience
- Bachelor's degree in Business, Education, Human Resources, Organizational Development, or a related field; equivalent experience may be considered
- 3–5 years of experience in retail banking, branch operations, sales leadership, training, or learning and development.
- Strong understanding of retail banking products, services, operational procedures, and customer relationship management.
- Experience developing and delivering sales, service, operational, or leadership training programs.
- Familiarity with Learning Management Systems (LMS) and adult learning principles.
- Banking or training-related certifications such as CPTD, ATD, instructional design, coaching, or learning and development certifications are preferred.