Bank Trainer

Blue Sky Bank; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Blue Sky Bank is seeking a Training and Development Leader to design, deliver, and evaluate enterprise-wide training programs that boost employee growth, regulatory compliance, and service excellence.

You will partner with leadership and HR to standardize onboarding and ongoing development across all departments and will travel to bank locations to coach front-line teams in delivering outstanding customer service.

Qualifications

• Bachelor's degree in Business Administration, Organizational Leadership, Communications, or related field required (equivalent combo considered).
• 5–7 years of professional training, learning & development experience required.
• Experience creating, implementing, and managing comprehensive training programs.
• Experience in a financial institution preferred.
• Experience developing materials for multiple departments and job functions.
• Strong knowledge of adult learning principles and instructional design.

Responsibilities

• Lead enterprise-wide training and development strategy.
• Design onboarding and professional development programs for employees.
• Develop customer service and experience training.
• Facilitate instructor-led, virtual, and hands-on learning experiences.
• Create coaching opportunities to build confidence and skills.
• Partner with leadership and SMEs to identify learning needs and solutions.
• Maintain training materials and ensure regulatory compliance.
• Evaluate training effectiveness via observations and metrics.
• Support career development, succession planning, and cross-training.
• Travel to branch locations for in-person training and coaching.
• Support system implementations, product launches, and change management through training.
• Promote continuous learning, accountability, teamwork, and service excellence.

Skills

Training & development

Instructional design

Public speaking

Coaching

Project management

Adult learning

Banking operations knowledge

Change management

Relationship-building

Presentation skills

Education

Bachelor's degree (Business Admin / Org Leadership / Communications)

Tools

LMS

Training technologies

Job description

Lead Blue Sky Bank's training and development initiatives while championing an exceptional customer experience and service culture. This role designs, delivers, and evaluates training programs that support employee development, operational excellence, sales effectiveness, and regulatory compliance.

Partnering closely with leadership, Human Resources, and departmental teams, a Trainer develops standardized training resources and onboarding programs across the organization. A key focus is preparing frontline employees, including Tellers, Personal Bankers, and Customer Service Representatives, to confidently deliver outstanding customer service and build lasting customer relationships.

This highly visible role requires regular travel between bank locations to facilitate in-person training, conduct coaching and role-playing sessions, observe customer interactions, assess training effectiveness, and support managers in developing high-performing teams committed to service excellence.

What You'll Do

• Lead and execute Blue Sky Bank's enterprise-wide training and development strategy.
• Design and deliver engaging onboarding, training, and professional development programs for employees across all departments.
• Develop customer service and customer experience training that strengthens relationship-building and service excellence.
• Facilitate instructor-led, virtual, and hands-on learning experiences for employees and managers.
• Create role-playing and coaching opportunities that build confidence, service skills, and real-world application.
• Partner with leadership, Human Resources, and subject matter experts to identify training needs and implement learning solutions.
• Create and maintain training materials, resources, and tools that support operational consistency and compliance.
• Evaluate training effectiveness through observations, feedback, performance metrics, and continuous improvement initiatives.
• Support career development, succession planning, cross-training, and employee growth opportunities.
• Provide ongoing coaching and training support through regular travel to branch locations.
• Support organizational initiatives, system implementations, product launches, and change management efforts through effective training.
• Promote a culture of continuous learning, accountability, teamwork, and exceptional customer service.

Required Qualifications

Education: Bachelor's degree in Business Administration, Organizational Leadership, Communications, or a related field required. Equivalent combination of education, training, and relevant work experience may be considered.

Experience:

• 5 - 7 years of professional training, learning and development, or organizational development experience required.
• Experience creating, implementing, and managing comprehensive training programs required.
• Previous training experience within a financial institution required.
• Experience developing training materials for multiple departments and varying job functions required.
• Experience utilizing learning management systems (LMS), training technologies, and adult learning methodologies preferred.
• Extensive knowledge of employee training, adult learning principles, instructional design, and organizational development practices.
• Strong understanding of banking operations, products, services, procedures, and regulatory requirements.
• Exceptional presentation, facilitation, coaching, and public speaking skills.
• Ability to design and deliver effective learning experiences for employees with varying levels of experience and technical proficiency.
• Strong project management and organizational skills with the ability to manage multiple training initiatives simultaneously.