Branch-Operations Training Specialist

Citizens National Bank; Bluffton (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Company Paid Life Insurance

Company Paid Short Term & Long Term **

Disability coverage

Paid Time Off including Vacation, Sick

11 Paid Holidays

Incentive Plan paid quarterly

Employee Stock Ownership Plan

Job summary

Citizens National Bank in Bluffton, OH is seeking a Branch-Operations Training Specialist to develop and deliver training programs for retail and branch staff. You will create materials, design assessments, and coach trainees to strengthen knowledge of banking procedures and compliance.

This role requires a Bachelor's degree and bank experience; you will collaborate with Branch Operations Managers, travel to local offices as needed, and help maintain training documentation and manuals.

Qualifications

• Bachelor's degree required in Business Administration, Finance, or Education.
• Minimum 5 years banking experience preferred (teller, new accounts, or branch manager).
• Proficient with Word, Excel and Outlook; strong written and verbal communication.

Responsibilities

• Provide on-site, instructor-led training to retail and operations staff.
• Create, update, and distribute instructional materials and handouts.
• Design evaluation strategies to verify learning outcomes and provide feedback.
• Evaluate trainees’ performance and coach for development.
• Maintain knowledge of banking policies, procedures, regulations, and technologies.

Skills

Training delivery

Communication skills

Multi-tasking

Team collaboration

Customer service orientation

Education

Bachelor's Degree in Business Administration, Finance, or Education

Tools

Word

Excel

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Branch-Operations Training Specialist

Regular FT Full-Time BLUFFTON, OH, US

3 days ago Requisition ID: 1164

Job Title: Branch-Operations Training Specialist

Status: Full Time

FSLA Job Class: Non-Exempt

Department: Branch Operations

Reports To: Branch Operations Coordinator

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Bluffton market for a Branch-Operations Training Specialist. In this role you will be responsible for developing training and educational opportunities for retail and operational bank employees.

A typical day may include the following:

• Provide on-site, instructor-led training to new and existing retail bank employees as needed, collaborating with Branch Operations Managers.
• Create, update, and distribute instructional materials, handouts, and visible aids to ensure training objectives are clear, measurable, and achievable.
• Designs evaluation strategies to validate that learning outcomes are achieved. Provides feedback on content and observations made during training to Operations Manager.
• Evaluates trainees' performance and progress through observation and verbal questioning. Provides coaching feedback and direction to trainees to facilitate development of desired knowledge, skills and abilities.
• Maintain strong knowledge of retail banking training needs and understand changes in policies, procedures, regulations, business initiatives and technologies. Should be viewed as a subject matter expert in the area.
• Maintains all records necessary with respect to the attendance and performance of trainees. Addresses needs and problems that arise during training classes. Escalates to manager as appropriate.
• Assist as needed, onsite, when vacancies arise in the branches, in the functional areas supported by the Specialist.
• Assists with projects as needed, including the update and maintenance of the Branch Operations Manual, training and upload procedures, training binders and creating and updating training videos.
• Demonstrates teamwork, mutual respect and flexibility in support of the retail branch operations. Builds and maintains effective relationships with staff and management. Maintains confidentiality with regard to individual employee development and performance-related issues.
• This position occasionally requires travel to external offices to collaborate with management and staff. However, regular on-site presence is essential for effective performance, fostering teamwork, engaging in face-to-face interactions with peers and management, and utilizing in-house software and hardware. Compliance with the bank's attendance policy is a critical requirement for this role.

JOB REQUIREMENTS:

• Bachelor's Degree in Business Administration, Finance, or Education

ADDITIONAL QUALIFICATIONS:

• 5 years banking experience as a teller, new accounts rep or branch manager is preferred.
• Must have experience working with computers and be familiar with basic types of software such as Word, Excel and Outlook.
• Must have stellar written and verbal communication skills.
• High level of professionalism
• Ability to understand and carry out instructions furnished in written, oral, or diagram form. Must have the ability to deal with problems involving several concrete variables in standardized situations.
• Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems.
• Must have the ability to manage multiple priorities and meet deadlines.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• Company Paid Short Term & Long Term Disability
• Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
• 11 Paid Holidays
• Incentive Plan paid on a quarterly basis
• Employee Stock Ownership Plan for your retirement

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.