AVP, Training & Development Facilitator

Kavaliro; Santa Rosa (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Kavaliro is seeking an AVP, Training & Development Facilitator for a direct hire opportunity in Santa Rosa, California. This role involves designing and delivering engaging training programs tailored to meet diverse employee needs. The ideal candidate should have a strong background in adult learning principles and experience in financial operations.

This position plays a key role in assessing current processes, identifying improvements, and ensuring compliance with all banking policies and regulations while fostering a positive learning environment.

Qualifications

• Minimum of five years financial operations experience.
• Three plus years supervisory or facilitation experience in banking.
• Proficient in MS Office Suite, LMS, and virtual training platforms.

Responsibilities

• Design, deliver, and evaluate effective training programs.
• Identify deficiencies and provide training solutions.
• Facilitate workshops and discussions to enhance learning.

Skills

Interpersonal communication

Delivery of virtual classes

Problem-solving

Coaching and mentoring

Analytical skills

Education

Four-year degree or equivalent work experience

Tools

MS Office Suite

Learning Management System (LMS)

Articulate 360

Microsoft Teams

Webex

Job description

Job Overview

Our client is seeking an AVP, Training & Development Facilitator for a direct hire opportunity. 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

• 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

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 plus years financial operations experience
• Three plus 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

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment 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. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.