Banking Training & Onboarding Specialist

Citizens Alliance Bank; Great Falls (MT); On-site; USD 42,000 - 62,000; Full time

Job summary

Citizens Alliance Bank in Great Falls, MT, seeks a Training Specialist to educate and onboard bank personnel, ensuring strong customer service standards. The role supports updating policies, procedures, and resource guides to leverage technology and automation across core systems and ancillary platforms.

The position emphasizes developing training curricula, coordinating sessions, and maintaining confidentiality while upholding our core values and BSA/AML compliance.

Qualifications

• High School diploma or GED required.
• Ongoing education to keep job knowledge current.
• 3–5 years of customer service experience.
• Advanced proficiency with Microsoft Office Suite preferred.

Responsibilities

• Assist and support onboarding training and education curriculum for new employees.
• Support refresher training for existing personnel to ensure proficiency.
• Assist with design and development of training materials and scheduling.
• Help implement the core system workflow management to standardize processes.
• Update and redevelop operations and lending resource materials for reference.
• Create procedures, reference guides, and training videos for staff.

Skills

Customer service

Training coordination

Onboarding

MS Office

Education

High School diploma or GED

Continuing education

Tools

Microsoft Office Suite

Job description

Citizens Alliance Bank in Great Falls, MT, seeks a Training Specialist to educate and onboard bank personnel, ensuring strong customer service standards. The role supports updating policies, procedures, and resource guides to leverage technology and automation across core systems and ancillary platforms.

The position emphasizes developing training curricula, coordinating sessions, and maintaining confidentiality while upholding our core values and BSA/AML compliance.