New Accounts Trainer

COMMUNITY NATIONAL BANK•Midland, TX

5d•Onsite

About The Position

Under general supervision, but in line with established policies and procedures, provide training on New Account processes and procedures. Perform all duties of a Trainer in a professional and helpful manner.

Requirements

Must have great communication with all staff by answering phones, emails, and other forms of communication.
Must be comfortable with Public Speaking.
Must keep Training Coordinator apprised of all issues and follow up to issues.
Must present a professional appearance.
Must be highly organized and a self- starter.
Must be customer oriented.
Must be proficient in Fiserv Operation related Processes.
Maintain confidentiality.
Ability to deal effectively and tactfully with trainees and personnel of other departments.
Ability to work in a team environment.
Ability to maintain good customer service even if conditions are not favorable i.e., computer systems down, phone systems not working properly, staff shorthanded.
Must be comfortable with a variety of computer applications and websites.

Nice To Haves

Experience preferred in use of Microsoft Office products (Outlook, Word, PowerPoint, & Excel).

Responsibilities

Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Train all new employees coming to the New Account Representative position.
Train existing New Account Representatives on new products as well as offer refresher training to those in need of such.
Manage and maintain the Test Bank module of Fiserv as well as assuring that the equipment in the training room is working properly.
Answer New Account Representative’s questions on all New Account processes and procedures.
Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services except for Lending.
Partner with IT to confirm those newly promoted to New Account role have necessary user access.
Set up new user access for certain websites including Simplexes and Onboard Advisor.
Partner with New Account Review Department to ensure all written procedures are complete, correct, and current.
Partner with applicable departments to establish any missing procedures/instructions.
Maintain and organize written procedures and other training resources on the W Drive and Intranet.
Assist in the facilitation of weekly New Account Meetings.
Maintain regular and punctual attendance.
Work cooperatively with others.
Work overtime as needed.
Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.