Retail Banking Trainer (44297)

• Bachelor’s degree in Business, Finance, Human Resources, Education, or related field preferred. Previous banking and management experience is required
• 3–5 years of experience in retail banking operations, branch management, or banking training. 
• Strong understanding of branch operations, deposit products, and customer service practices. 
• Previous experience delivering training or coaching preferred. 
• Strong presentation and facilitation skills. 
• Knowledge of retail banking regulations and compliance requirements. 
• Ability to translate complex banking procedures into easy-to-understand training. 
• Excellent interpersonal and communication skills. 
• Ability to manage multiple training initiatives simultaneously. 

Key Competencies 

• Instructional design 
• Communication and presentation 
• Coaching and development 
• Regulatory awareness 
• Relationship building 
• Organizational skills  

Performance Measures 

• New hire training completion rates 
• Employee knowledge assessment scores 
• Competency Scores 
• Branch operational error reduction 
• Employee engagement and training satisfaction 
• Compliance training completion 

Training Development 

• Design and develop training programs for retail banking staff including tellers, personal bankers, assistant bank managers and bank managers. 
• Create programs and curriculum to include full training calendar, training manuals, job aids, and e-learning modules related to retail banking operations and consumer lending. 
• Update training materials to reflect new products, policies, regulatory requirements, and system changes. 

Training Delivery 

• Facilitate instructor-led training sessions for new hires and existing retail staff. 
• Conduct onboarding training for new branch employees. 
• Deliver training related to customer service, sales techniques, leadership and management training, operations, regulations and relationship building. 
• Provide training on core banking systems and digital banking tools. 

Performance Support 

• Observe branch operations and provide coaching to improve service quality and operational accuracy. 
• Work with Bank Managers  and Assistant Bank Managers to identify training needs and skill gaps. 
• Provide follow-up coaching and reinforcement training. 

Program Evaluation 

• Track and measure training effectiveness through assessments, feedback, and performance metrics. 
• Maintain training records and documentation. 
• Recommend improvements to training programs based on outcomes and business needs. 

Collaboration 

• Partner with HR, compliance, and retail leadership to support employee development initiatives. 

Assist with leadership development training for emerging branch leaders.