Learning & Development Facilitator

Civista Bank•Margaretta Township, OH

About The Position

The Learning & Development Facilitator creates and delivers engaging virtual and in-person learning experiences that support employee performance, professional growth, and organizational success. The role develops, maintains, and improves training curricula and learning resources, and partners with business leaders and subject matter experts to identify and address learning and development needs. Applying adult learning principles, instructional methodologies, coaching techniques, and performance improvement practices, the facilitator builds employees’ knowledge, skills, and confidence. The role evaluates program effectiveness, improves offerings based on business needs and learner feedback, and uses learning technologies and best practices to foster continuous learning and development. The facilitator delivers onboarding, technical, systems, compliance, product, customer service, and professional development programs. Responsibilities also include designing and maintaining learning materials and performance support resources; assessing training needs; coaching employees and leaders; supporting train-the-trainer programs; coordinating training operations and communications; and maintaining knowledge of banking products, systems, regulations, and industry trends. Travel may be needed for meetings, training, and branch visits.

Requirements

  • Bachelor’s degree in Business, Human Resources, Organizational Development, Education, Finance, or a related field, or an equivalent combination of education and experience.
  • At least six years of banking experience, including strong knowledge of retail banking products, services, systems, operations, account types, applicable regulations, compliance requirements, policies, and procedures.
  • Experience facilitating instructor-led, virtual, and classroom learning for adult learners.
  • Strong presentation and communication skills, including the ability to adapt delivery methods, manage group dynamics, facilitate discussions, and engage diverse audiences.
  • Experience applying adult learning principles and instructional design methodologies to assess learning needs and design, develop, implement, and evaluate curricula, training programs, materials, and performance support solutions.
  • Ability to coach, mentor, and develop employees at all organizational levels, provide constructive feedback, and handle difficult conversations professionally.
  • Ability to build trusted relationships and influence, consult, and collaborate across departments and organizational levels with associates, leaders, subject matter experts, and business partners.
  • Strong problem-solving, critical-thinking, analytical, and decision-making skills, including the ability to interpret feedback and performance data and recommend effective learning solutions.
  • Ability to manage multiple priorities, projects, and deadlines independently and collaboratively while maintaining confidentiality and exercising sound judgment with sensitive information.
  • Proficiency with Microsoft Office applications, virtual learning platforms, and learning technologies.
  • Ability to read, hear, write, and communicate professionally in person and via telephone or Zoom.
  • Ability to travel as needed for meetings, training in all regions, branch visits, and similar activities.

Responsibilities

  • Facilitate engaging virtual and in-person learning programs using adult learning principles, instructional methodologies, and varied training techniques.
  • Deliver onboarding, technical, systems, compliance, product, customer service, professional development, and other assigned learning programs.
  • Design, develop, implement, and maintain instructor-led and virtual learning solutions, participant materials, facilitator guides, job aids, reference materials, and other performance support resources.
  • Review and update curricula to reflect changes in products, services, systems, policies, procedures, regulations, technologies, and business initiatives.
  • Evaluate learning programs using participant feedback, assessments, performance outcomes, and other measures, and implement improvements.
  • Assess training needs through interviews, observations, surveys, performance data, and consultation with leaders and employees; identify skill gaps and recommend learning solutions.
  • Partner with business leaders, subject matter experts, and cross-functional teams to align training with organizational goals, business initiatives, regulatory requirements, and operational changes.
  • Coach and support employees and leaders to reinforce learning, develop skills, and improve performance.
  • Conduct train-the-trainer sessions and support managers, subject matter experts, and other employees who facilitate learning programs.
  • Use learning technologies, virtual learning platforms, and other training tools to develop and deliver learning experiences.
  • Coordinate training logistics, including scheduling, enrollment, learner communications, attendance tracking, evaluations, reporting, and learning records management.
  • Coordinate learning communications, materials, pre-work, coaching expectations, assignments, and status updates to support successful learning outcomes.
  • Communicate with management about learning activities, participant progress, program effectiveness, trainee performance, and significant issues or development opportunities.
  • Build effective working relationships with employees, leaders, business partners, and external resources; collaborate across departments and support Civista’s culture and values.
  • Maintain knowledge of banking products, services, systems, policies, procedures, regulations, and industry trends to keep learning content accurate and relevant.
  • Participate in meetings, projects, workshops, webinars, professional development activities, and industry networking opportunities to remain current on learning and development best practices and banking trends.
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