Regional Retail Trainer

First United Bank•Seguin, TX

About The Position

The Regional Retail Trainer develops and delivers training on a range of topics and programs, ensuring training needs are met throughout the organization. The role coordinates onboarding, ongoing and role-specific learning, and partners with managers and Community Bank leadership to identify learning needs and develop solutions. The trainer communicates schedules and updates, maintains training records and materials, supports training events and projects, evaluates learner feedback and outcomes, prepares learning environments and technology, and keeps training content aligned with current Retail Banking systems, products, services, policies, and procedures. Training is delivered through engaging, learner-centered experiences, including discussion, real-world scenarios, hands-on practice, and opportunities to apply skills. The position travels approximately 25%–50% of the time to support assigned Community Banks and other locations, including periodic team meetings and events. It may also provide support to other regions as business needs require. Locations listed are Austin-Seven Oaks, Marble Falls, and Seguin-Main.

Requirements

  • Bachelor’s degree or equivalent preferred.
  • Minimum 5 years of work experience preferred.
  • Strong presentation and facilitation skills, including communicating clearly and engaging 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 identify, understand, and connect with learners at different stages of their learning journey.
  • Strong organizational and time-management skills, including coordinating schedules, maintaining accurate records, and managing competing priorities.
  • Ability to design training materials that create positive learning outcomes.
  • Collaborative approach and ability to 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.
  • Exceptional understanding of audio/visual principles and adult learning theory.
  • Experience facilitating virtual learning courses.

Nice To Haves

  • Previous relevant experience in teaching, public speaking, coaching, or similar work.
  • Banking knowledge.

Responsibilities

  • Coordinate and facilitate new-hire onboarding, ongoing training, and role-specific learning, working with hiring managers to support onboarding and identify 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 other 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 (LMS) and other tools.
  • Develop and maintain training materials, job aids, and basic digital learning resources in collaboration with Learning & Development and according to established standards.
  • Provide project support, including for large-scale training events and projects.
  • Gather and evaluate learner feedback, training outcomes, and related information to improve training effectiveness.
  • Prepare training environments, materials, and technology, and troubleshoot technical issues as needed.
  • Provide refresher training resulting from promotions or other job changes.
  • Maintain current knowledge of Retail Banking systems, products, services, policies, and procedures so training content is accurate and aligned with business practices.
  • Facilitate engaging, learner-centered training with 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 impacting the bank.
  • Travel approximately 25%–50% of the time to support training at assigned Community Banks and other locations, and attend periodic team meetings and events as needed.
  • Attend additional training as assigned by the manager.
  • Provide training support to other regions as business needs require.
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