What are the responsibilities and job description for the Learning & Development Trainer (Banking Operations) position at Servbank?
Description
The Learning and Development Specialist plays a key role in enhancing employee performance and regulatory readiness across Servbank’s banking operations by designing, delivering, and optimizing training programs that support both customer-facing and internal teams. This role partners closely with leaders across retail banking, mortgage servicing, operations, and compliance to identify skill gaps, reinforce knowledge of banking products, systems, and policies, and ensure employees are equipped to meet regulatory requirements and deliver exceptional service. The Specialist develops and facilitates onboarding and ongoing training, ensures content is accurate and audit-ready, and provides instructional design, facilitation, and administrative oversight to maintain high-quality, compliant learning operations in a regulated financial environment.
About Servbank
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.
With the addition of Iroquois Federal, founded in 1883 and deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions.
We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
What You'll Do
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
The Learning and Development Specialist plays a key role in enhancing employee performance and regulatory readiness across Servbank’s banking operations by designing, delivering, and optimizing training programs that support both customer-facing and internal teams. This role partners closely with leaders across retail banking, mortgage servicing, operations, and compliance to identify skill gaps, reinforce knowledge of banking products, systems, and policies, and ensure employees are equipped to meet regulatory requirements and deliver exceptional service. The Specialist develops and facilitates onboarding and ongoing training, ensures content is accurate and audit-ready, and provides instructional design, facilitation, and administrative oversight to maintain high-quality, compliant learning operations in a regulated financial environment.
About Servbank
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.
With the addition of Iroquois Federal, founded in 1883 and deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions.
We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
What You'll Do
- Develop and deliver training programs focused on banking operations, including products, systems, policies, and regulatory requirements.
- Support onboarding and ongoing training for customer-facing and internal teams, ensuring employees are equipped to meet compliance standards and deliver high-quality service.
- Collaborate with leaders across operations, mortgage servicing, and compliance to identify skill gaps and implement targeted training solutions.
- Create and maintain training materials such as presentations, job aids, and procedural documentation aligned with banking practices and audit requirements.
- Monitor new hire onboarding progress and ongoing course completion through the LMS, ensuring timely compliance with required training.
- Reinforce learning through follow-up engagement, coaching, and feedback to support knowledge retention and performance improvement.
- Assist in developing training initiatives to support process changes, system updates, and new banking regulations.
- Support reporting and tracking of training completion, helping ensure readiness for audits and regulatory reviews.
- 1–3 years of experience in Learning & Development, training, or a related role, preferably within banking or a regulated environment.
- Familiarity with banking operations, policies, and regulatory requirements.
- Experience developing training materials, including presentations, job aids, and procedural documentation.
- Strong facilitation and presentation skills, with the ability to train both in-person and virtually.
- Proficiency in technical writing, with the ability to clearly document policies and procedures.
- Experience with or exposure to Learning Management Systems (LMS) for training assignment and tracking.
- Strong communication, organization, and attention to detail, with the ability to manage multiple priorities.
- Comfortable collaborating with cross-functional teams, including operations, compliance, and leadership.
- Proficiency in Microsoft Office Suite; familiarity with eLearning tools is a plus.
- Alignment with Servbank’s core values and a passion for employee development.
- High School Diploma or GED.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.