Retail Banking Training & Development Specialist (Travel)

Coastal States Bank; Hilton Head Island (SC); On-site; USD 50,000 - 75,000; Full time

Job summary

Coastal States Bank in Hilton Head Island, SC is seeking a Retail Training & Development Specialist to deliver hands-on onboarding and ongoing professional development for Retail Banking staff, with additional support for other departments as needed.

Based in the Low Country, the position expands regional training accessibility, supports TOPS implementation, and helps employees consistently apply CSB procedures and service standards across branches.

Qualifications

• Associate or bachelor’s degree in business, education, or related field preferred; equivalent banking experience considered.
• Three or more years of retail banking or related client-facing financial services experience preferred.
• Prior coaching, peer training, or facilitation experience preferred.
• Relevant training certifications are a plus, not required.

Responsibilities

• Coordinate new-hire onboarding, training schedules, TOPS trainer assignments, and learning activities across assigned branches and markets.
• Deliver instructor-led, hands-on, and virtual training on new account opening, account maintenance, retail systems, operational procedures, service standards, and approved product processes.
• Support TOPS trainers and participating employees by distributing learning roadmaps, training resources, checklists, and proficiency assessment tools.
• Track completion of learning assignments, collect trainer notes and proficiency scorecards, identify overdue milestones, and communicate observations to the RT&D Manager and branch managers.
• Conduct follow-up coaching, skills demonstrations, refresher sessions, and targeted remediation under established training plans.
• Coordinate and facilitate in-person professional development workshops in communication, conflict resolution, emotional intelligence, time management, problem solving, and leadership fundamentals.
• Support training requests from other departments on common deposit, account maintenance, and service processes, in coordination with the RT&D Manager and department leaders.
• Assist with training for new products, operational changes, systems enhancements, and new branch openings; coordinate training logistics and materials.
• Maintain current training job aids, attendance records, calendars, and learning resources; recommend revisions when procedures or employee needs change.
• Collect participant and manager feedback, summarize training outcomes, and recommend improvements to training delivery and materials.
• Travel to branches to provide accessible regional training coverage and reinforce consistent procedures and CSB’s OneTeam culture.
• Escalate observed skill gaps, procedural inconsistencies, and potential compliance concerns through established channels; do not independently change bank policy or training standards.
• Model professional conduct and client service expectations and perform other job-related duties as assigned.

Skills

Retail banking operations

Onboarding

Coaching

Communication

Organization

Team collaboration

MS Office

Training tools

Education

Associate or Bachelor's degree in business/education/related field

Tools

MS Office

Learning management systems

Virtual training tools

Job description

Coastal States Bank in Hilton Head Island, SC is seeking a Retail Training & Development Specialist to deliver hands-on onboarding and ongoing professional development for Retail Banking staff, with additional support for other departments as needed.

Based in the Low Country, the position expands regional training accessibility, supports TOPS implementation, and helps employees consistently apply CSB procedures and service standards across branches.