New Accounts Trainer

Description

General Summary:

Under general supervision of the Training Coordinator, but in line with established policies and procedures, provide training on New Account processes and procedures. Preform all duties of a Trainer in a professional and helpful manner.

Principal Responsibilities and Duties

• Train all new employees coming to the New Account Representative position
• Train existing New Account Representatives on new products as well as offer refresher training to those in need of such
• Manage and maintain the Test Bank module of Fiserv as well as assuring that the equipment in the training room is working properly.
• Answer New Account Representative’s questions on all New Account processes and procedures.
• Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services except for Lending
• Partner with IT to confirm those newly promoted to New Account role have necessary user access.
• Set up new user access for certain websites including Simplexes and Onboard Advisor.
• Partner with New Account Review Department to ensure all written procedures are complete, correct, and current.
• Partner with applicable departments to establish any missing procedures/instructions.
• Maintain and organize written procedures and other training resources on the W Drive and Intranet.
• Assist in the facilitation of weekly New Account Meetings.

Qualifications

Skills and Abilities Required

• Must have great communication with all staff by answering phones, emails, and other forms of communication.
• Must be comfortable with Public Speaking
• Must keep Training Coordinator apprised to all issues and follow up to issues
• Must present a professional appearance
• Must be highly organized and a self- starter
• Must be customer oriented
• Must be proficient in Fiserv Operation related Processes
• Maintain confidentiality
• Ability to deal effectively and tactfully with trainees and personnel of other departments
• Ability to work in a team environment
• Ability to maintain good customer service even if conditions are not favorable ie., computer systems down, phone systems not working properly, staff short handed
• Experience preferred in use of Microsoft Office products (Outlook, Word, PowerPoint, & Excel)
• Must be comfortable with a variety of computer applications and websites.

Travel

• Travel is mainly local during the business day, with occasional overnight stay for training.

Working Conditions

• Common office environment
• Exposed to potentially hazardous conditions, i.e. robbery. Receives detailed instructions concerning procedures to be followed for minimal exposure.

Physical Requirements

• Move and carry office supplies, files and equipment weighing 10 pounds.
• This position frequently communicates with employees, colleagues, and officers. Must be able to exchange accurate information in these situations.

Salary : $37,900 - $48,000