Treasury Management Trainer

• Sponsorship not available*

Supervisor Disclaimer

Supervisory Responsibilities: Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on-the-job training, develop associates' skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for FTEs and other duties associated with managing a staff

Job Responsibilities

• Design and develop training programs for Treasury Management products, services, systems, and processes, including curriculum, job aids, and supporting materials
• Deliver engaging training sessions through instructor-led, virtual, and self-paced formats to support onboarding and ongoing associate development
• Assess training needs by partnering with TM leadership, sales and relationship, support and operations, and product teams to identify knowledge gaps and performance improvement opportunities
• Evaluate training effectiveness using feedback, assessments, and performance metrics, making enhancements to continuously improve learning outcomes
• Maintain and update training content to reflect changes in products, systems, regulatory requirements, and business processes
• Support new product launches and system implementations by developing and delivering targeted training programs and resources
• Serve as a subject matter resource on Treasury Management products and processes, providing guidance and support to associates as needed
• Promote knowledge retention and application through reinforcement strategies such as follow-up sessions, coaching, and reference materials
• Collaborate with cross-functional teams, including Product, Operations, Compliance, and Risk, to ensure training content is accurate, relevant, and aligned with business objectives
• Leverage learning technologies and tools to enhance delivery, track participation, and measure training effectiveness
• Ensure training aligns with regulatory and compliance standards, reinforcing risk awareness and adherence to internal policies
• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

Competencies

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Leadership/Management Skills
• Ability to build collaborative relationships
• Ability to develop or mentor others
• Organizational Skills/Detail Oriented
• Analytical Thinking
• Able to Multi-Task or Juggle Priorities
• Problem/Situation Analysis
• Technical Expertise
• Strategic Planning and Decision Making
• Creativity

Experience

4-6 Years Experience in banking, learning & development, or education

Job Requirements

At a minimum employees must obtain a High School Diploma or equivalent.

A Bachelor's Degree in education, communication, business-related field, or equivalent relevant work experience is preferred.

Preferred License/Certification

Certification in Instructional Design or Curriculum development, preferred.

Physical Requirements

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.

Additional Information

This role has potential to support commercial teams as a shared resource to enhance cross-selling and alignment.