CLASSIFICATION

Non-Exempt

REPORTS TO

Director of Learning and Development

DATE

June 24, 2024

Summary/Objective

Responsible for the development and delivery of systems, procedure, product, professional development, and compliance training company wide. Reports to the Director of Learning & Development, works closely with department leaders to schedule, develop and implement annual training plans and ongoing requests, and works closely with employees within the Human Resources department and employees throughout the company.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Develop, update, and coordinate position-specific digital, product, compliance, professional, and technical skills training.
• Facilitate a variety of delivery methods to meet set training objectives, such as live, remote, webinar, group, and individual.
• Develop teaching aids, such as training handbooks, demonstration models, multimedia visual aids, computer tutorials, and reference works.
• Assess trainees (through observations, tests, exercises, etc.) to measure progress and evaluate training effectiveness.
• Conduct and coordinate new employee orientation.
• Coordinate with the Director of Compliance to develop and track compliance training for all employees.
• Coordinate Board of Directors continuing education and compliance as required.
• Work closely with Human Resources on training related to hiring, terminating, and transferring employees.
• Stay current with industry and company policy changes and recommend updates to employee training as appropriate.
• Provide employees with assistance with various technical and procedural questions as required.
• Partner with outside bank vendors and internal subject matter experts to coordinate training events as required.

Other duties

• Support new software testing and setup.
• Serves as the EUAC (End User Authorization Contact) for company’s Fedline Subscribers.
• Handles System Access Sheets for new employees, employee changes, disabled and terminated employees.
• Performs other duties as assigned.
• Complies with all policies as applied to the Bank’s BSA/AML policy.

Skills/Abilities

• Demonstrated ability to develop and deliver successful training programs utilizing skills in instructional design, program design & development, and training methodologies (e.g., LMS).

• Excellent interpersonal and communication skills; compelling public speaker; ability to engage trainees during educational sessions.

• Strong written communication skills.

• Proficient knowledge of MS Office Suite (including PowerPoint, Outlook, Word, and Excel) and virtual meetings applications (e.g., Go To Meetings).

• Ability to multitask and to work independently within a fast-paced environment while exercising sound judgment.

• Superior time management and organizational skills, attention to detail, and customer service orientation.

• Ability to work effectively with individuals at all levels of the organization.

• Strong critical thinking and analytical skills; good problem solving and decision-making skills.

• Self-motivated, responsible, reliable and dependable.

• Strong sense of urgency, adaptability, flexibility, and resourcefulness.

• Strong people management and leadership skills.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping, or standing as necessary.

Travel

Travel is required for this position.

Education and Experience

• Requires five years of experience as a trainer (preferably with some experience in banking/financial services) or five years of experience in banking, which must include experience in imparting knowledge to team members (i.e., coaching, instruction, informal training). A related degree may be substituted for some of the experience requirement, but some experience as described is still required.

• Experience using training technology (e.g., LMS, Articulate, CANVA, etc.) to create, manage, and deliver learning content is a plus.

• Requires advanced knowledge of Office 365 products (i.e., Word, Excel, Outlook, PowerPoint, TEAMs) and related video/audio equipment and software.

• Strong written and verbal communication skills

• Strong time management and multitasking skills

• Able to work independently within a fast-paced environment.

• Jack Henry product knowledge is a plus.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.