Banker Preparedness Manager

Simmons BankLittle Rock, AR

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Banker Preparedness Manager is responsible for equipping retail bankers with the skills, tools, and confidence to deliver high-quality customer interactions. This role plays a critical part in the bank’s shift from a transaction focused model to a sales and relationship driven approach.

Requirements

  • Strong understanding of retail banking sales and service models.
  • Demonstrated ability to design and deliver training that drives behavior change.
  • Experience coaching or developing frontline employees.
  • Passion for improving customer experience through employee capability.
  • Ability to translate strategy into practical skills and behaviors.
  • Instructional design and curriculum development
  • Training delivery (in-person, virtual, blended learning)
  • Familiarity with CRM and lead management tools used in retail banking
  • Data analysis to measure training effectiveness
  • Bachelor’s degree in business, HR, Education, or related field (or equivalent experience)
  • 5+ years of experience in retail banking, sales training, or leadership development
  • Strong facilitation and presentation skills
  • Coaching and feedback delivery
  • Communication and storytelling
  • Influencing frontline behavior and leadership alignment
  • Critical Thinking
  • Reading Comprehension
  • Systems Analysis
  • Communication
  • Decision Making
  • Problem Solving
  • Project Management

Nice To Haves

  • Experience in a branch environment or supporting frontline bankers strongly preferred
  • Experience designing sales or service training programs
  • Training certifications (ATD, CPTD, or similar)- preferred
  • Sales training or coaching certifications- a plus
  • Banking licenses (if previously in role)- helpful but not required

Responsibilities

  • Design and deliver training focused on customer conversations, sales effectiveness, and relationship building.
  • Develop programs to improve banker capability in tele-consulting (teleconnect) and proactive outreach.
  • Build training and coaching resources for small business engagement and growth.
  • Partner with Retail leaders to identify skill gaps and tailor development programs.
  • Support consistent execution of sales and service behaviors across branches.
  • Evaluate training effectiveness using performance data and feedback.
  • Reinforce best practices in lead management and customer engagement.
  • Collaborate with Workforce Planning and Retail leadership to align training with real-world execution.
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