Regional Retail Trainer

First United Bank•Marble Falls, TX

About The Position

The Regional Retail Trainer develops and delivers training on various topics and programs, ensuring that training needs are met throughout the organization. The role coordinates onboarding, ongoing and role-specific learning, partners with retail and community bank leadership to identify training needs, and develops learning solutions. It maintains training schedules and records, creates training materials and job aids, supports training events and projects, evaluates learner feedback and outcomes, and facilitates engaging, learner-centered training in person and virtually. The position supports assigned Community Banks and other locations, traveling approximately 25%–50% of the time, with periodic team meetings and events. It also provides training support to other regions as business needs require.

Requirements

  • Strong presentation and facilitation skills, including the ability to communicate clearly and engage learners in in-person and virtual environments.
  • Strong interpersonal skills to connect with a diverse group.
  • Strong verbal and written communication skills, including the ability to engage and motivate learners.
  • Emotional intelligence and empathy to understand learners and meet them at their point in their learning journey.
  • Strong organizational and time-management skills, including coordinating training schedules, maintaining accurate records, and managing competing priorities.
  • Ability to design training materials that create positive learning outcomes.
  • Ability to collaborate and build effective partnerships across departments and lines of business.
  • Ability and willingness to prioritize, plan, schedule, and arrange activities to accomplish objectives under minimal supervision.
  • Adaptability, receptiveness to feedback, and ability to adjust approaches to changing business needs, priorities, and learner feedback.
  • Proficiency in Microsoft Outlook, Word, Publisher, PowerPoint, and Excel.
  • Understanding of audio/visual principles and adult learning theory.
  • Experience facilitating virtual learning courses.

Nice To Haves

  • Bachelor’s degree or equivalent preferred.
  • Minimum of 5 years of work experience preferred.
  • Previous relevant experience, such as teaching, public speaking, or coaching, preferred.
  • Banking knowledge preferred.

Responsibilities

  • Coordinate and facilitate new-hire onboarding, ongoing training, and role-specific learning, partnering with hiring managers to support onboarding and address additional training needs.
  • Partner with Regional Retail Management and Community Bank leadership to identify training needs, address knowledge gaps, and develop learning solutions.
  • Communicate training schedules, updates, learning observations, and follow-up information to Community Bank leadership and relevant stakeholders.
  • Identify learning opportunities during Community Bank visits and recommend training resources and solutions with leadership.
  • Coordinate training schedules, enrollment, attendance, and completion records using the Learning Management System and other applicable tools.
  • Develop and maintain training materials, job aids, and basic digital learning resources in collaboration with Learning & Development and in accordance with established standards.
  • Provide project support, including for large-scale training events and projects.
  • Gather and evaluate learner feedback, training outcomes, and other information to identify ways to improve training effectiveness.
  • Prepare training environments, materials, and technology, and troubleshoot technical issues as needed.
  • Assist with refresher training following promotions or other job changes.
  • Maintain current knowledge of relevant Retail Banking systems, products, services, policies, and procedures to keep training accurate and aligned with business practices.
  • Facilitate engaging, learner-centered training that uses discussion, real-world scenarios, hands-on practice, and opportunities to apply knowledge and skills.
  • Collaborate with the Regional Retail Training Team and Learning & Development on projects affecting the bank.
  • Travel approximately 25%–50% of the time to support training across assigned Community Banks and other locations, including periodic team meetings and events.
  • Attend additional training as assigned by the manager.
  • Provide training support to other regions as business needs require.
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