AVP, Training & Development Facilitator

Poppy Bank; Santa Rosa (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Poppy Bank is seeking an AVP, Learning and Development Facilitator to enhance employee training through innovative and effective programs. This role is essential in evaluating current training methods, assessing processes for improvement, and delivering engaging workshops in a collaborative environment. Applicants should have significant experience in training facilitation, strong analytical skills, and a commitment to fostering employee development.

Benefits

Volunteer hours compensation

Flexible learning opportunities

Access to industry training and resources

Qualifications

• 5-6 years in financial operations experience.
• 3-4 years in supervisory or facilitation experience in banking.
• Familiar with banking concepts and practices.

Responsibilities

• Design and deliver engaging training programs for employees.
• Assess and improve current training processes and materials.
• Facilitate workshops and interactive training sessions.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Coaching and mentoring skills

Education

Four-year degree or equivalent work experience

Tools

MS Office Suite

Learning Management System (LMS)

Virtual training platforms

Articulate 360

Job description

Description

Under minimal supervision, the AVP, Learning and Development Facilitator will play a pivotal role in designing, delivering, and evaluating impactful training programs. This position requires a strong understanding of adult learning principles and the ability to create engaging learning experiences. The ideal candidate will be a skilled facilitator, adept at using a variety of training methodologies to meet the diverse needs of our employees.

This position assesses current processes and assists senior management to improve/organize operational procedures to ensure consistency within the bank. Works with management to identify key areas of improvement and ensure timely implementation. Simulates and tests new tools, methods, and systems to ensure that training products and services are of the highest quality. Assists in developing, administering, and organizing company training and development programs for new and existing employees. Evaluate and enhance existing training programs and make recommendations for improvement.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Duties and Responsibilities include the following:

• Assists senior management with assessing department processes, identify deficiencies and areas of improvement and provide training solutions for improvements
• Identifies, qualifies, selects, structures, and prioritizes process improvement training projects Researches and analyzes various system programs for feasibility and functionality within the bank processes
• Gathers, researches, and analyzes procedural data and identify opportunities for improvements in processes related to bank objectives
• Facilitates and troubleshoots issues that arise as a result of implemented training processes and procedures
• Works with senior management and provide advice on the potential impacts of a specific training project and how the project could potentially affect member services or staffing. Also, ensures a smooth roll-out of new implemented training systems or procedures
• Assesses current processes, as needed, identify defects, and areas of improvement and makes appropriate recommendations for changes to training products, services, and procedures, as needed
• Deliver engaging and interactive training sessions on topics such as leadership development, compliance, customer service, sales, technical skills, and soft skills
• Utilize a variety of learning methods, including in-person, virtual, and blended learning approaches
• Foster a positive and inclusive learning environment that encourages participation and collaboration
• Facilitate workshops, group discussions, role-plays, and simulations
• Design and develop high-impact training programs aligned with organizational goals
• Collaborate with L&D and subject matter experts to ensure program relevance and effectiveness
• Customize training programs to meet the specific needs of different departments and employee levels
• Ensure training content is up-to-date, relevant, and compliant with industry regulations
• Conduct comprehensive needs assessments to identify skill gaps and training requirements
• Collaborate with key stakeholders to prioritize learning initiatives
• Collect and analyze feedback to continuously improve training programs
• Stay current with industry trends and best practices
• Support employee development by providing guidance and resources
• Monitor participant progress and offer support as needed
• Partner with HR to identify high-potential employees for leadership development programs
• Maintain accurate records of training activities, including attendance, evaluations, and performance metrics
• Prepare and present regular reports on training outcomes to management
• Assist in managing the Learning Management System (LMS) and other training platforms
• Ensure compliance-related training is conducted regularly and adheres to regulatory requirements
• Update training materials to reflect new regulations and compliance standards
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Supervisory Responsibilities: None

Qualifications:

Education/Certification:

• Four-year degree or equivalent work experience

Required Knowledge:

• Must be proficient in MS Office Suite, LMS, and virtual training platforms

Experience Required:

• Five to six years financial operations experience
• Three to four years supervisory experience or facilitation experience in banking
• Familiar with a variety of banking concepts, practices, and procedures

Skills/Abilities:

• Excellent interpersonal and communication skills
• Proven ability to effectively deliver virtual classes leveraging the features and functionalities of Microsoft Teams and Webex Experience
• Ability to use articulate 360 to create electronic learnings and videos
• Excellent analytical, creative, and problem-solving skills
• Able to motivate and train staff
• Excellent coaching and mentoring skills
• Able to create spreadsheet, graphs, analyze and prepare summary of pertinent information

Physical/Mental Demands and Environment:

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Travel is required as needed and overnight travel is required occasionally.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For San Francisco Postings, review Fair Chance Ordinance .

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