Financial Training Specialist: Compliance & Operations

Westamerica; Fairfield (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Westamerica is seeking an experienced trainer to design, deliver, and supervise external training for employees across banking products and services. Under general managerial guidance, you will implement training programs that align with policy and risk controls.

You will prepare materials, assess effectiveness, and coordinate with subject matter experts, ensuring content remains compliant and up-to-date while supporting a high standard of customer service.

Qualifications

• Prior work experience in a financial institution with knowledge of policies and products.
• Previous teaching or presentation experience is helpful.
• Excellent presentation, communication, interpersonal, organizational and planning skills.

Responsibilities

• Conducts established training program.
• Prepares and maintains training materials and course outlines.
• Evaluates and edits existing materials.
• Identifies subject matter experts and uses outside materials for various classes.
• Ensures compliance related content is sufficient.
• Completes assigned compliance-related training.

Skills

Presentation skills

Communication

Interpersonal skills

Organizational skills

Planning skills

Banking knowledge

Tools

Audio-visual equipment

Job description

Westamerica is seeking an experienced trainer to design, deliver, and supervise external training for employees across banking products and services. Under general managerial guidance, you will implement training programs that align with policy and risk controls.

You will prepare materials, assess effectiveness, and coordinate with subject matter experts, ensuring content remains compliant and up-to-date while supporting a high standard of customer service.