Retail Trainer

Bank; Springfield (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

BOS is seeking a Retail Trainer in Springfield, IL to design and deliver training for Teller Operations staff, ensuring onboarding, procedural accuracy, and engaging learning experiences across multiple formats.

You will collaborate with managers to identify needs and align training with BOS Vision and values, while maintaining LMS content and supporting special projects. A strong background in banking training and excellent facilitation skills are required.

Qualifications

• High school diploma or equivalent required.
• 2–4 years of relevant experience in banking training preferred.
• Strong knowledge of teller operations and retail banking products.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Excellent presentation, facilitation, and interpersonal communication skills.

Responsibilities

• Develop and deliver curriculum and training programs for Teller Ops staff, including onboarding, job aids, procedures, checklists, simulations, and practice exercises.
• Facilitate classroom, virtual, and on-the-job training for teller operations: cash handling, deposits, withdrawals, check cashing, loan payments, drive-through procedures, and balancing.
• Partner with department managers to identify and address training needs.
• Maintain alignment of training goals with the Bank’s Vision, Values, and strategy.
• Deliver learning through instructor-led training, webinars, eLearning, guides, and other tools.
• Develop and update course materials, facilitator guides, and reference materials.
• Evaluate training effectiveness via surveys, reports, and feedback.
• Maintain Retail training content in the Bank’s Learning Management System (LMS).
• May serve as back-up trainer for Retail Sales (Personal/Universal Bankers).
• Participate in special projects and other duties as assigned.

Skills

Banking knowledge

Training delivery

Curriculum development

Communication skills

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Publisher

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.

Retail Trainer

Full Time Springfield, IL, US

About the Role

The Retail Trainer is responsible for developing and delivering training programs for BOS Retail staff, primarily Teller Operations. This position works closely with department managers to identify training needs and create learning solutions that support the Bank’s Vision, Values, and overall strategy. This position may also be involved with other training projects as needed throughout the Bank.

Responsibilities

• Develop and deliver curriculum and specialized training programs for Teller Ops staff, including onboarding plans, job aids, procedures, checklists, simulations, and practice exercises.
• Facilitate classroom, virtual, and on-the-job training for teller operations: cash handling, deposits, withdrawals, check cashing, loan payments, cashier’s checks, drive-through procedures, balancing, fraud awareness and other routine branch transactions.
• Partner with department managers to identify and address training needs.
• Ensure training goals and objectives align with the Bank’s Vision, Values, and overall strategy.
• Facilitate learning through a variety of instructional methods, including instructor-led training, webinars, eLearning, user reference guides, and other learning tools.
• Develop, maintain, and update course materials, facilitator guides, instructor manuals, learning aids, and reference materials.
• Evaluate the effectiveness of training programs through surveys, evaluations, reports, and other feedback.
• Maintain and update Retail training content within the Bank’s Learning Management System (LMS).
• May serve as back-up trainer for the Retail Sales department (Personal Bankers and Universal Bankers).
• Participate in special projects and perform other duties as assigned.

Qualifications

• High school diploma or equivalent; 2–4 years of relevant experience.
• Thorough knowledge of banking Retail products, policies, and procedures.
• Proficiency with Microsoft Word, Publisher, Excel, PowerPoint, and Outlook.
• Strong organizational skills, including electronic file organization and file-sharing systems.
• Excellent problem-solving and decision-making skills.
• Strong verbal, written, and interpersonal communication skills.
• Excellent presentation and facilitation skills, with the ability to confidently interact with employees at all levels of the organization.
• Proficiency with audio/visual components used in presentations and training.

Why Join Us?

At BOS, we believe investing in our employees is an investment in our future. As a Retail Trainer, you’ll have the opportunity to make a meaningful impact by helping our teams build the knowledge, skills, and confidence they need to succeed. You’ll work alongside leaders across the Bank while helping shape engaging learning experiences and supporting a strong culture of growth and development.