Training Specialist Jobs

About The Position

Requirements

• Strong knowledge of retail banking operations, teller functions, account opening, account maintenance, and client service.
• Clear written and verbal communication and confident small-group presentation skills.
• Patience, coaching ability, and skill in explaining complex procedures step by step.
• Attention to detail, accurate recordkeeping, and strong scheduling and organizational skills.
• Ability to work collaboratively with branch managers, trainers, and cross-department partners.
• Comfort using banking systems, Microsoft Office, and digital or virtual training tools.
• Travel among CSB branches and other locations is required.
• Occasional early morning, evening, or weekend availability may be necessary for training events or branch openings.

Nice To Haves

• Associate or bachelor’s degree in business, education, or a related field; equivalent banking experience is considered.
• Three or more years of retail banking or related client-facing financial services experience, with demonstrated proficiency in new accounts and account maintenance.
• Prior coaching, peer training, or facilitation experience.
• Relevant training certifications.

Responsibilities

• Coordinate new-hire onboarding, training schedules, TOPS trainer assignments, and learning activities across assigned branches and markets.
• Deliver instructor-led, hands-on, and virtual training on new account opening, account maintenance, retail systems, operational procedures, service standards, and approved product processes.
• Support TOPS trainers and participating employees by distributing learning roadmaps, training resources, checklists, and proficiency assessment tools developed or approved by the Retail T&D Manager.
• Track completion of learning assignments, collect trainer notes and proficiency scorecards, identify overdue milestones, and communicate observations to the RT&D Manager and relevant branch managers.
• Conduct follow-up coaching, skills demonstrations, refresher sessions, and targeted remediation under established training plans.
• Coordinate and facilitate in-person professional development workshops in communication, conflict resolution, emotional intelligence, time management, problem solving, and leadership fundamentals using approved curricula.
• Support training requests from other departments on common deposit, account maintenance, and service processes, in coordination with the RT&D Manager and department leaders.
• Assist with training for new products, operational changes, systems enhancements, and new branch openings; coordinate training logistics and materials.
• Maintain current training job aids, attendance records, calendars, and learning resources; recommend revisions when procedures or employee needs change.
• Collect participant and manager feedback, summarize training outcomes, and recommend improvements to training delivery and materials.
• Travel to branches to provide accessible regional training coverage and reinforce consistent procedures and CSB’s OneTeam culture.
• Escalate observed skill gaps, procedural inconsistencies, and potential compliance concerns through established channels; do not independently change bank policy or training standards.
• Model professional conduct and client service expectations and perform other job-related duties as assigned.
• Complete assigned compliance and job-specific training in a timely manner, including BSA/AML, Information Security, and other required programs.