What are the responsibilities and job description for the Retail Training Specialist position at AmeriServ Bank?
SUMMARY OBJECTIVE:
This position is responsible for performing a higher level of support duties to the Retail Operations Division while providing specialized training, coaching and the development and management of new and existing Retail Banking employees during their Probationary period in line with the Branch Operations Manual and overall strategic plan. Operational responsibilities involve performing and/or assisting with various activities related to administrative, operations, compliance, and customer service; and ensures compliance with state and federal laws and regulations.
ESSENTIAL FUNCTIONS:
1. Conduct Retail training to include but not limited to Platform, new and existing tellers, new accounts and system specific training. Develop, monitor and conduct product knowledge training.
2. Always ensure that extreme confidentiality of all matters within the division are practiced.
3. Lead and manage the Retail Sales & Service Advisor.
4. Assist Retail branch operations with internal auditors, inspections and compliance. Along with Retail Banking staff, review branch audits and identify possible training needs.
5. Assist Retail branch operations along with RSM’s in resolving operational problems to include the adoption of uniform operating procedures, over and short procedures and other procedures as assigned.
6. Participate in meetings, conferences, and project team activities for increasing professional knowledge, conveying and/or gathering information required to perform required functions.
7. On an annual basis, assist the Retail Operations Manager in conducting training needs assessments and make recommendations to the department regarding the need for identified training initiatives.
8. Contribute towards making the appropriate recommendations related to the Community Banking Taskforce along with daily staffing models to achieve optimum staffing levels for all branches.
9. Act as liaison between Retail branch personnel and other departments in order to resolve operational problems and/or issues.
10. Offer suggestions toward changes, additions and/or deletions of the Disaster Recovery, Pandemic Plan and Business Resumption testing for Retail banking and branches as needed. Additionally, aid in the annual review of escheat filing for safe deposit boxes.
11. Continually keep up to date on all changes/ additions/ deletions regarding the teller operations policies and procedures for the Bank as well as assisting in the implementation/training of all branch personnel which may include updating of the Branch Operations Manual and Bankway Best Practices Manual..
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.
SUPERVISORY RESPONSIBILITY:
This job requires supervision of employees.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS:
The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication, and make the discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading.
Sedentar work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting.
TRAVEL:
Occasional travel is required for this position for (training, branch visits, company sponsored events, etc.)
COMPETENCIES:
1. Communication Proficiency
2. Computer Skills
3. Customer/Client Focus
4. Deadline Oriented
5. Organizational Skills
6. Independent Judgment
7. Ethical Conduct
EDUCATION, TRAINING AND EXPERIENCE:
A minimum of a high school education/GED, Associate Degree preferred, along with three (3) or more years of administrative and sales experience is required. Must be able to demonstrate self-initiated project management skills.
Experience
Required- 3 year(s): Along with three (3) or more years of administrative and sales experience is required.
Education
Required- High School/GED or better
