Retail Banking Trainer
Job Summary
The Retail Trainer is responsible for educating new and existing employees on how to effectively perform their jobs. This individual will provide new hire training to Universal Bankers, Assistant Banking Center Managers, and Banking Center Managers. They will assist the Retail Training and Development Leader in developing and presenting additional training to all Retail employees. Retail Trainers, when not training, will work on projects, as assigned, and schedule periodic visits to the banking center to observe that operational procedures are being properly followed.
Duties And Responsibilities
Training Courses
Provides consistent training to all new Retail hires on the bank's platforms, products, services, and culture through either in-class and virtual training sessions.
Engages with team members and serve as a liaison to Retail Training and Development Leader to identify and assess training/developmental needs.
Creates a positive and encouraging work environment.
Provides feedback on training to Retail Training and Development Leader.
Assists with developing and updating training materials, such as participant guides, handouts, FAQs, job aides, etc.
Manages projects as assigned by the Retail Training and Development Leader
Training Communications
Creates and communicates the training schedule to Retail Leaders and Human Resources
Reserves conference rooms to deliver functional and virtual training sessions
Offers monthly and quarterly training sessions to meet the needs of Retail staff
Training Material
Assists with creating and updating training materials and Teams recordings
Reviews and provides feedback on training materials
Creates recordings using Teams
New Hire Onboarding
Partners with Human Resources and Retail Training Leader to schedule new hire start dates
Works with IT to assist with issuing log in information
Ensures that new hire training material and presentations are maintained and up to date
Tracks onboarding progress and document activities
Additional Support
Schedules time to support banking centers on specific procedures for improvement
Attends weekly operational calls when time allows
Assists Retail Training Leaders with retail and corporate projects
Ability to assist/travel in IL and IN when needed
Qualifications
Minimum two years banking and/or training experience
Proficient understanding of front-line teller systems, new account platforms and CRM/sales management systems
Ability to learn new applications, products/services, and policies/procedures quickly and effectively deliver information to others
Demonstrates passion for people development and customer service excellence
Demonstrates ability to deliver fun, engaging, and meaningful content that covers all learning styles and maximizes retention
Ability to converse and exchange information with all levels of staff within the Bank
Highly organized, and must be versatile and flexible based on needs of trainees
Excellent oral and written communication
Proficiency in Microsoft Office Products
About Us
For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.
Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
For more information on benefits visit the Careers page of our company website at https://www.ibankpeoples.com/resources/careers .
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
Apply Now
The Retail Trainer is responsible for educating new and existing employees on how to effectively perform their jobs. This individual will provide new hire training to Universal Bankers, Assistant Banking Center Managers, and Banking Center Managers. They will assist the Retail Training and Development Leader in developing and presenting additional training to all Retail employees. Retail Trainers, when not training, will work on projects, as assigned, and schedule periodic visits to the banking center to observe that operational procedures are being properly followed.
Duties And Responsibilities
Training Courses
Provides consistent training to all new Retail hires on the bank's platforms, products, services, and culture through either in-class and virtual training sessions.
Engages with team members and serve as a liaison to Retail Training and Development Leader to identify and assess training/developmental needs.
Creates a positive and encouraging work environment.
Provides feedback on training to Retail Training and Development Leader.
Assists with developing and updating training materials, such as participant guides, handouts, FAQs, job aides, etc.
Manages projects as assigned by the Retail Training and Development Leader
Training Communications
Creates and communicates the training schedule to Retail Leaders and Human Resources
Reserves conference rooms to deliver functional and virtual training sessions
Offers monthly and quarterly training sessions to meet the needs of Retail staff
Training Material
Assists with creating and updating training materials and Teams recordings
Reviews and provides feedback on training materials
Creates recordings using Teams
New Hire Onboarding
Partners with Human Resources and Retail Training Leader to schedule new hire start dates
Works with IT to assist with issuing log in information
Ensures that new hire training material and presentations are maintained and up to date
Tracks onboarding progress and document activities
Additional Support
Schedules time to support banking centers on specific procedures for improvement
Attends weekly operational calls when time allows
Assists Retail Training Leaders with retail and corporate projects
Ability to assist/travel in IL and IN when needed
Qualifications
Minimum two years banking and/or training experience
Proficient understanding of front-line teller systems, new account platforms and CRM/sales management systems
Ability to learn new applications, products/services, and policies/procedures quickly and effectively deliver information to others
Demonstrates passion for people development and customer service excellence
Demonstrates ability to deliver fun, engaging, and meaningful content that covers all learning styles and maximizes retention
Ability to converse and exchange information with all levels of staff within the Bank
Highly organized, and must be versatile and flexible based on needs of trainees
Excellent oral and written communication
Proficiency in Microsoft Office Products
About Us
For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.
Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
For more information on benefits visit the Careers page of our company website at https://www.ibankpeoples.com/resources/careers .
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
Apply Now