Training Specialist

SB Financial Group Inc.•Defiance, OH

4h•Onsite

About The Position

Join a high‑performing, expanding $1.5B community bank with $3.2B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact. At State Bank, we are building a culture grounded in collaboration, innovation, and integrity, while continuing to invest in our people and the communities we serve. We value individuals who take initiative, think strategically, and are committed to both personal and organizational growth. Our approach recognizes contributions and effort, supports professional development, and provides meaningful financial rewards, including the opportunity to earn up to 30% of your annual wage in quarterly incentives. In addition, we offer opportunities to grow your career within a strong, stable, and expanding organization. If you feel you have what it takes to become part of a high‑performing team of professionals and deliver regional growth goals in a competitive landscape and enjoy strong financial recognition for your leadership and work this opportunity just might be for you.

Requirements

A minimum of five (5) years' experience in a Personal Banker or Banking Center Sales Manager position, including proficiency with opening new personal and business deposit accounts and processing consumer loans, required.
Proficient reading, writing, grammar, and mathematics skills.
Excellent interpersonal relations and communicative skills.
Technical supervisory skills and sufficient skills to provide guidance in the training of staff.
A working knowledge of retail banking policies and procedures.
Proficient PC skills.
Proficient with Microsoft Office such as Word, Excel, PowerPoint
Visual and auditory skills.
Valid driver’s license.

Nice To Haves

Specialized banking education and Training, Personal Banker, or Banking Center Sales Manager.
Training and/or formal adult education training certification preferred.

Responsibilities

Responsible for performing a variety of duties related to: creating, scheduling, and conducting training for all employees; administering various internal employee training and development programs; determining proper training needs for both new and existing employees; evaluating and updating Retail policies and procedures as needed; policy and procedure compliance including Retail procedure manual updates and training manual maintenance; supporting the Retail sales function of the community offices with sales and service coaching and mentoring.
Conducts initial training of new Retail employees in all areas, i.e., transaction processing, cash balancing duties, check cashing procedures, security measures, use of teller terminals, product knowledge, new account procedures, cross-selling services, providing exceptional customer service, consumer loan training, etc. This may include both classroom training, in-office training, and on-the-job mentoring.
Develops, maintains, and updates training resources such as the Front-Line Training Manual, New Accounts Manual, Banking Center Procedures Manual, and other training manuals, videos, and materials; researches and develops new and improved methods for training success.
Monitors Universal Bankers’ learning progress and administers various quizzes and tests throughout the training period.
Provides for ongoing and remedial training of existing Universal Bankers, Universal Banker Supervisors, and Banking Center Sales Managers as needed.
Administers the Universal Banker and Banking Center Sales Manager Certification Programs.
Performs a variety of duties relating to automated systems training.
Creates “mock” accounts to provide hands on training.
Provides ongoing, follow-up, and refresher training in automated systems used for new account opening, client account maintenance, etc. for customer service personnel.
Able to proficiently perform all duties of a Universal Banker II and a Banking Center Sales Manager including transaction processing, new personal and business account processing, and consumer loan processing without assistance.
Provides support for the Director of Talent Management
Assist retail employees as a Banking Center Mentor. Required to travel to different banking centers as needed. May recommend additional training to management.
Identifies and recommends changes to Retail policies and procedures as needed.
Keeps the internal intranet up to date
Administers the internal training and development programs.
Coordinates departmental tasks with coworkers inside and outside the department to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Collaborates with multiple department leaders on new products, procedures, software, and equipment implementations.
Other duties as assigned by management
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the bank’s compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.