Retail Banking Trainer - Central & Eastern Markets (Fenton, Lapeer and surrounding areas)

ChoiceOne Bank•Fenton, MI

2h•Onsite

About The Position

The Retail Banking Training & Development Manager is responsible for the design, delivery, and continuous improvement of training programs that support the success of retail banking employees. This role ensures new and existing employees are equipped with the knowledge, skills and behaviors required to perform effectively, remain compliant, and deliver exceptional customer service. The Retail Banking Training & Development Manager partners with Retail Leadership, Compliance, and subject matter experts to promote consistent processes, reinforce regulatory requirements, and drive continuous learning and performance improvement across the retail network.

Requirements

High school diploma or equivalent required
Four (4) or more years of experience in retail banking required
Ability to speak clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings; writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information.
Ability to synthesize complex and diverse information; collects and researches data; uses intuition and experience to complement data.
Ability to assess own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Has a thorough understanding of underwriting, coverages and rating procedures.
Ability to understand organization’s strengths and weaknesses; analyzes market and competition; identifies externals threats and opportunities; adapts strategy to changing conditions.
Ability to demonstrate accuracy and thoroughness; monitors own work to ensure quality.
Ability to delegate work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
Ability to display willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
Ability to inspire respect and trust; mobilizes others to fulfill the vision.

Nice To Haves

Associate or bachelor’s degree preferred.
Prior training or coaching experience preferred.

Responsibilities

Establish and execute a comprehensive retail training strategy that supports organizational goals and operational excellence.
Design and deliver effective instructor-led, virtual, and blended learning programs to support onboarding, cross-training, and ongoing development of retail banking employees to include retail banking operations, products, systems, policies, procedures, and service expectations.
Serve as a subject matter expert to Retail Leadership on learning, development, readiness and performance trends.
Develop, maintain, and update training materials including presentations, participant guides, job aids, assessments, and reference tools to ensure accuracy, relevance, and alignment with policies and procedures.
Assess learner comprehension and performance through evaluation, observations, and feedback; provide coaching, reinforcement and follow-up support as needed.
Identify training gaps and proactively recommend solutions to enhance employee readiness and consistency across branches.
Collaborate with Retail Leadership, Compliance, Operations and subject matter experts on support training initiatives, process improvements, and organizational change
Maintain accurate training records, attendance documentation, attendance calendars, and related reporting.
Align training initiatives with new product launches system enhancements, regulatory changes, and strategic retail initiatives.
Ensure compliance with all regulatory requirements including the Bank Secrecy Act and USA PATRIOT Act.
Maintain confidentiality of all employee and operational information.
Perform additional duties as assigned.