Training and Communications Specialist

Training and Communications Specialist

Business Unit: Administration
Classification: Non Exempt

Reports to: Senior Vice President- Training, Communications & Marketing

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has endured and become a stronger, more secure bank, while remaining independently owned and operated, allowing for a more personal banking experience.

Our customers have come to know they can trust and count on PB&T Bank for excellent customer service and equally excellent products.

We stand by our Signature Banking culture, which is the highest level of customer service each customer receives from an employee of PB&T Bank. Building relationships with internal and external customers based on confidence and trust that PB&T Bank is conducting banking business by taking ownership of customer needs and providing follow-up after resolution. We put customers at ease knowing we have completed transactions to the best of our ability. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.

General Purpose

This position supports the Senior Vice President, Training, Communications & Marketing in developing and coordinating the Bank’s employee training and internal communication functions. The Training and Communications Specialist helps organize, create and deliver training and communication resources that support employees, Bank operations, regulatory requirements and organizational initiatives.

The position works with departments and subject matter experts, under the direction of the Senior Manager, to coordinate training activities, maintain learning resources, prepare internal communications and help ensure employees receive timely, accurate and practical information necessary to perform their responsibilities.

Essential Duties/Responsibilities

• Support the Senior Manager in developing and maintaining the Bank’s training and internal communication programs.
• Coordinate employee training related to banking systems, operational procedures, products and services, regulatory requirements and organizational initiatives.
• Assist with the development of training materials, presentations, job aids, reference guides and other employee learning resources.
• Coordinate training schedules, locations, virtual meetings, attendance and follow-up.
• Assist internal subject matter experts with preparing and delivering employee training.
• Facilitate training sessions as assigned.
• Administer day-to-day functions of the Bank’s learning management system, including course assignments, completion tracking, reporting and employee assistance.
• Maintain training records and documentation necessary for management, compliance, audit and regulatory purposes.
• Support the training portions of new employee onboarding and assist with ongoing role-specific training needs.
• Draft, organize and distribute internal employee communications under the direction of the Senior Manager.
• Assist departments with preparing clear employee communications regarding procedures, systems, products, operational updates and other Bank information.
• Maintain internal communication resources, schedules, distribution lists, templates and archives.
• Coordinate training and communication activities associated with system implementations, conversions, operational changes, acquisitions and other Bank-wide initiatives.
• Work with Compliance, Operations, Information Technology, Human Resources and other departments to coordinate assigned training and communication activities.
• Help identify outdated, missing or inconsistent employee training and communication resources and bring them to the attention of the Senior Manager.
• Maintain organized training and communication files, materials and records.
• Comply with and support the requirements of Signature Banking.

Other Duties

• Maintain familiarity with Bank products, services, systems, departments and operational responsibilities.
• Maintain awareness of regulatory and compliance requirements affecting financial institution employee training and communications.
• Attend applicable training, meetings and professional development opportunities.
• Travel between Bank locations as required.
• Perform other duties and responsibilities as assigned.

Supervisory Duties

None.

Knowledge

• General banking operations and financial institution practices.
• Employee training and adult learning principles.
• Internal business communications.
• Microsoft Office and Microsoft 365 applications.
• Learning management systems and virtual training platforms.
• Financial institution regulatory and compliance training requirements preferred.

Skills

• Excellent written and verbal communication skills.
• Strong organizational and coordination skills.
• Presentation and facilitation skills.
• Strong interpersonal skills.
• Attention to detail and accuracy.
• Ability to create clear, practical and professional employee resources.
• Effective time management and follow-through.

Ability

• Work effectively with employees, managers and subject matter experts throughout the Bank.
• Organize and coordinate multiple training and communication activities simultaneously.
• Communicate banking, operational and regulatory information clearly to employees with varying levels of experience.
• Learn Bank systems, products, procedures and terminology.
• Work independently while taking direction and maintaining communication with the Senior Manager.
• Handle confidential and sensitive information appropriately.
• Adapt to changing priorities and deadlines.
• Travel between Bank locations as needed.

Education

Relevant education, training, and professional experience in communications, education, business administration, finance, banking, or a related field required. A bachelor’s degree in a related field is preferred, but not required.

Experience

Two or more years of experience in banking, financial services, employee training, communications, operations or a related field preferred.

Banking or financial institution experience strongly preferred.

Experience coordinating or facilitating employee training preferred.

Experience working with learning management systems or internal employee communications preferred.

Equipment Involved

Personal computer.

Telephone and standard office equipment.

Audio/visual and presentation equipment.

Other equipment and technology necessary to support training and communication responsibilities.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit or stand for long periods of time and repetitive arm/hand movements while operating a computer or equipment. This position is fast paced with frequent interruptions. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. Proper lifting techniques are required to lift, pull, push and/or move objects weighing up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

This job description does not constitute an employment agreement between the employer and the employee and is subject to change as the needs and/or requirements of the job change deemed by the employer.