Learning Consultant - Credit

SouthState Bank; Winter Haven (FL); Hybrid; USD 81,000 - 121,000; Full time

Benefits offered by this job

Remote or hybrid work

Job summary

SouthState Bank Corporation in Florida seeks a Training Delivery & Development professional to build and deliver programs that strengthen credit expertise across the organization.

You will coach employees, use diverse learning methods, and leverage media/technology to drive forward-thinking training initiatives. The role collaborates with loan teams and workgroups to improve knowledge and performance, while ensuring confidentiality and compliance.

Qualifications

• Minimum of four (4) years generating sales as a commercial lender or team leader and/or servicing loans, products, or services as a credit officer or portfolio manager.
• Minimum of four (4) years of deal team experience; SouthState culture or similar in action.
• Bachelor and/or Associate degree in Business, Finance, Accounting, or related field is preferred.
• Training Delivery experience preferred.
• Proficient with lending systems (nCino) preferred.
• Proficient with Microsoft Excel preferred.

Responsibilities

• Develop and deliver training programs to build and strengthen credit expertise.
• Foster an interactive learning environment with a variety of effective learning methods.
• Leverage new ideas, creative approaches, and media/technology for forward-thinking learning.
• Serve as a coach and mentor to employees for career and professional development.
• Consult with bank workgroups to evaluate areas of credit strengths and opportunities.
• Provide recommendations and solutions for continuous improvement.
• Partner with bank workgroups to build relationships and expand knowledge/resources.
• Research industry trends and leverage best practices related to learning & development.
• Analyze credit results and course data to identify trends for improved learning and effectiveness.

Skills

Presentation skills

Time management

Interpersonal skills

Independent work

Problem solving

Attention to detail

Education

Bachelor or Associate degree in Business/Finance/Accounting

Training delivery experience preferred

Tools

nCino lending system

Microsoft Excel

Microsoft Copilot

CRM systems

Job description

Description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Primary Responsibilities

Training Delivery & Development

• Develop and deliver training programs to build and strengthen credit expertise.
• Foster an interactive learning environment with a variety of effective learning methods.
• Leverage new ideas, creative approaches, and media/technology for forward-thinking learning.
• Serve as a coach and mentor to employees for career and professional development.

Consulting & Partnership

• Consult with bank workgroups to evaluate areas of credit strengths and opportunities.
• Provide recommendations and solutions for continuous improvement.
• Partner with bank workgroups to build relationships and expand knowledge/resources.
• Research industry trends and leverage best practices related to learning & development.
• Analyze credit results and course data to identify trends for improved learning and effectiveness.

Accountability

• Maintain and submit class rosters timely in learning management system.
• Prepare and submit expense reports accurately and in accordance with bank guidelines.
• Manage time effectively and adhere to work/personal time-off bank guidelines.
• Ensure training materials and training room are prepared and ready as appropriate.

Culture Champion

• Advocate our culture by providing prompt, efficient, and exceptional customer service.
• Build internal and external relationships with customers.
• Demonstrate a commitment to the Company’s core values.
• Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
• Participate with community organizations and in community projects.
• Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

• Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.
• Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Education / Experience

• Minimum of four (4) years generating sales as a commercial lender or team leader and/or servicing loans, products, or services as a credit officer or portfolio manager for a line of business.
• Minimum of four (4) years of deal team experience; SouthState culture or similar in action.
• Bachelor and/or Associate degree in Business, Finance, Accounting, or related field is preferred.
• Training Delivery experience preferred.
• Proficient with lending systems (nCino) preferred.
• Proficient with Microsoft Excel preferred.
• Proficient with Microsoft Copilot preferred.
• Experience with Customer Relationship Management (CRM) systems preferred.

Skills Necessary

• Excellent presentation, communication, and interpersonal skills.
• Excellent time management, organizational skills, and attention to detail required.
• Excellent computer skills required, especially Microsoft Office.
• Ability to prioritize tasks, think and work independently.
• Ability to exercise good judgment to analyze and problem solve situations that arise.
• Ability to exercise personal and professional responsibility and work with limited direction.

TRAVEL

• Travel may be required to attend corporate meetings, team workshops, career development, site visits, deliver training, acquisition/merger support, etc.

WORK ENVIRONMENT

• Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Compensation & Benefits

$81,000 - $121,000

Final offer amounts may depend on a number of factors, including but not limited to skills, experience, education, certifications and work location.

Benefits | SouthState Careers

Equal Opportunity Employer, including disabled/veterans.