Learning Consultant - Credit

Southstate Bank•Va, NC

About The Position

The Learning Consultant is primarily responsible for delivering training programs that enable production results and develop advancement skills, with a primary focus on credit expertise. Programs may cover divisional new hires, career development, credit administration, mergers and acquisitions, process transformation, policies, procedures, systems, operations, sales, products, and regulations. The role also consults with bank workgroups to assess credit strengths and opportunities, recommend improvements, build relationships, and use credit and course data to improve learning effectiveness. The position supports a culture of exceptional customer service, strong internal and external relationships, community involvement, continued development, and commitment to company values. It requires handling sensitive information confidentially and following applicable compliance, security, internal, and consumer-protection requirements. Travel may be required for corporate meetings, workshops, site visits, training delivery, and merger or acquisition support. The role may be remote or hybrid. Remote and hybrid team members need a secure, distraction-free work setting and reliable cable or fiber internet; mobile hotspots are not acceptable. Hybrid team members report to a company location as directed by their manager, in a typical office environment. The stated compensation range is $81,000–$121,000; the final offer may vary based on factors including skills, experience, education, certifications, and work location.

Requirements

At least four years generating sales as a commercial lender or team leader and/or servicing loans, products, or services as a credit officer or portfolio manager for a line of business.
At least four years of deal team experience.
Excellent presentation, communication, and interpersonal skills.
Excellent time-management and organizational skills, with attention to detail.
Excellent computer skills, especially with Microsoft Office.
Ability to prioritize tasks and think and work independently.
Ability to exercise good judgment in analyzing and solving problems.
Ability to exercise personal and professional responsibility and work with limited direction.
For remote or hybrid work, maintain a secure, distraction-free setting and reliable cable or fiber internet; mobile hotspots are not acceptable.

Nice To Haves

Bachelor’s and/or associate degree in Business, Finance, Accounting, or a related field.
Training delivery experience.
Proficiency with lending systems, such as nCino.
Proficiency with Microsoft Excel.
Proficiency with Microsoft Copilot.
Experience with Customer Relationship Management (CRM) systems.
SouthState culture or similar in action.

Responsibilities

Develop and deliver training programs that build and strengthen credit expertise.
Create an interactive learning environment using a variety of effective learning methods.
Use new ideas, creative approaches, media, and technology to support learning.
Coach and mentor employees in career and professional development.
Consult with bank workgroups to evaluate credit strengths and opportunities and recommend continuous improvements.
Partner with bank workgroups to build relationships and expand knowledge and resources.
Research industry trends and apply learning and development best practices.
Analyze credit results and course data to identify trends and improve learning effectiveness.
Maintain and submit class rosters promptly in the learning management system.
Prepare and submit accurate expense reports in accordance with bank guidelines.
Manage time effectively and follow work and personal time-off bank guidelines.
Prepare training materials and training rooms as appropriate.
Provide prompt, efficient, and exceptional customer service and advocate the company culture.
Build internal and external customer relationships and demonstrate commitment to company core values.
Meet deadlines and company and department goals; participate in community organizations and projects.
Participate in continued personal and professional learning and development.
Protect confidential and sensitive information, direct documents appropriately, obtain approvals, and meet deadlines.
Follow compliance, security, internal, and consumer-protection requirements; help prevent fraud and protect customer assets.
Travel as required for corporate meetings, workshops, career development, site visits, training delivery, and merger or acquisition support.