Retail Trainer

Job Description

JOB SUMMARY: 
The Retail Banking Trainer is responsible for delivering high-quality training to employees within the retail banking line of business. This role ensures employees are equipped with the knowledge and skills necessary to provide exceptional customer service, promote banking products and services, and adhere to operational standards by creating, maintaining, and facilitating training for new hires across all retail banking roles. In addition to supporting new retail hires, this role will support ongoing training efforts to refresh and maintain knowledge and skills for all existing retail employees. The Retail Banking Trainer supports small-scale retail projects.

RESPONSIBILITIES:

•    New Hire Training:
•    Conduct job readiness onboarding and foundational training for retail banking employees.
•    Ensure training aligns with company policies, compliance requirements, and service standards.
•    Ensure training supports knowledge and skills (technical and conceptual) required to perform retail roles successfully.
•    Content Development & Maintenance:
•    Create engaging training materials: presentations, guides, and virtual classroom engagement activities to support learning new skills and behaviors.
•    Regularly review and update content to reflect changes in products, processes, and regulations.
•    Use adult learning methodologies to support creation and maintenance of blended learning programs
•    Retail Project Support:
•    Assist with small projects related to retail training initiatives, such as system updates, process improvements, or product enhancements.
•    Collaborate with stakeholders to implement training solutions for new products or services.
•    Learning Data Collection:
•    Gather feedback from trainees and managers to evaluate and improve training effectiveness.
•    Assess learning through knowledge checks, case studies, classroom engagement, and/or tests.
•    General:
•    Stay informed on industry trends and best practices in retail banking training.
•    Stay immersed in retail banking: emails, procedure updates, routine meetings, etc.
•    Facilitate and deliver in-person classroom, virtual classroom, webinar, and/or pre-recorded learning sessions 
•    Responsible and accountable for the full success of all training built and delivered
•    Maintain rosters and records of all training conducted. 
•    Maintain all training materials on Learning & Development “Shared” drive folders.
•    Foster and demonstrate a workplace of inclusive creating opportunity, serving others, innovation, exceeding expectations and honoring Bank core values
•    All other job duties assigned

Qualifications

•    Education: High school diploma or equivalent required; associate or bachelor’s degree preferred
•    Experience:  
•    Minimum of 3 years of experience working in retail banking
•    Familiarity with retail banking products, services, retail banking systems, and banking compliance standards
•    Skills:  
•    Demonstrated ability to facilitate and deliver training sessions in a professional, engaging, and effective manner
•    Excellent verbal and written communication skills
•    Ability to create clear, engaging content
•    Ability to multi-task, organize and prioritize work assignments in a fast-paced environment 
•    Proficiency in Microsoft Office Products
•    Ability to learn and navigate banking systems required to perform retail banking job responsibilities
•    Strong attention to detail and sensitivity to deadlines
•    Ability to work independently as well as collaboratively in a team environment

KEY COMPETENCIES:
•    Retail Banking Expertise: Knowledge of products, services, policy and procedure, core banking systems
•    Instructional Design:  Competence in creating presentations, guides, skill-based engagements, adult learning application
•    Presentation & Facilitation Skills:  Deliver engaging training clearly and confidently in both virtual and in-person settings
•    Communication Skills: Explain complex banking concepts in simple, understandable terms
•    Business Relationship Building: Collaborate with retail banking stakeholders and L&D team members
•    Active Listening and Feedback: Collect input from trainees and managers to continuously improve training content, delivery, and training effectiveness
•    Customer-Centric Mindset: Emphasize and uphold service excellence and internal-customer experience in all training with a high level of attention to detail 
•    Time Management and Organizational Skills: Manage multiple training schedules alongside small project support effectively 

ESSENTIAL FUNCTIONS: 

•    Standing and/or sitting for extended periods of time
•    Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
•    Ability to converse and exchange information with various levels of staff within organization for extended periods of time
•    Ability to observe, perceive, identify, and translate data
•    Ability to travel at least 10% of the time

This document describes the position currently available and may not be inclusive of all responsibilities required of the position.  It is not an employment contract.  United Bank reserves the right to modify job duties or job descriptions at any time.  

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.