Demo

Entry Level Corporate Trainer

Westlake Financial Services
Dallas, TX Full Time
POSTED ON 6/5/2024 CLOSED ON 8/12/2024

What are the responsibilities and job description for the Entry Level Corporate Trainer position at Westlake Financial Services?

Entry Level Corporate Trainer
Dallas, TX | On-site


Deliver Corporate Training to Westlake Financial Services’ new and existing employees (management, account representatives, new hires, etc.) through instructor-led facilitation, multimedia, and various learning management systems, improving participant understanding and retention by using adult learning techniques and methods. This position will act as the primary resource for subject matter expertise. Successfully roll out new training courses, compliance related programs and company initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Administer assessments (manage the timely delivery of assessments to training manager and counsel trainees regarding progress as appropriate).
  • Conduct Special projects (related to major product launches and additional training needs).
  • Deliver targeted business channel training to include:

                      Continuing educational training

                      Organizational Development

  • Develop strategies and training to increase internal and external customer service performance.
  • Develop training curriculum and training communication tools targeted to new products, product or service updates, Compliance related topics or other training opportunities.
  • Evaluate participant performance (conduct needs analysis, monitor participant progress during training).
  • Have strong customer focus & flexibility to successfully adapt to a rapidly changing environment.
  • Manage the classroom learning environment utilizing accelerated learning techniques (adapt delivery to audience and provide opportunities for participation, manage group interaction and participation).
  • Share relevant information with management about trainee progress which will enhance the successful transition of new hires from the training environment to active employee’s duties.
  • Supervises new staff classes during training to ensure that new hires are meeting performance objectives for time and attendance, quality assurance, and customer care standards.
  • Developing, delivering and implementing the essential elements of an effective compliance program.

ESSENTIAL KNOWLEDGE, SKILL & LICENSES:

Broad base of general adult learning skills and office skills including:

  • Typing a minimum of 45 wpm
  • Must be a self-starter with a sense of urgency who is able to professionally communicate and collaborate with internal and external customers
  • Experience delivering pre-designed training programs
  • Strong verbal and written communication skills
  • Strong time management, organizational, and planning skills.

  • High degree of discretion dealing with confidential information

  • Previous experience in developing training curriculum

  • Excellent organizational and analytical skills

  • Excellent attention to details

EDUCATION AND/OR EXPERIENCE

  • Certificates in education or training a plus
  • Experience designing and delivering training programs including assessments
  • Demonstrated exceptional communication skills, both verbal and written
  • Bachelor's Degree a plus

MACHINES, OFFICE EQUIPMENT & SOFTWARE:

  • Microsoft Office software: Word, Excel, PowerPoint, Visio, Outlook

  • Copier, fax and other general office equipment

  • Web navigation and/or web-based applications

  • General office machines and telephone systems

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