Retail Training Coach - Onboarding & Promotion

Lincoln Savings Bank; Tama (IA); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Lincoln Savings Bank seeks a Retail Trainer to deliver onboarding and promotion training for retail staff. You will coach in-person and virtual sessions, standardize material, and work with leadership to close skill gaps while ensuring readiness and strong customer experience.

Travel across markets is required in a hybrid coverage model. You will reinforce policy, product knowledge, and service excellence through practical demonstrations and scenario-based learning.

Qualifications

• 3–5 years of retail banking experience and knowledge of bank products.
• Strong interpersonal skills with ability to coach and engage learners.
• Ability to maintain confidentiality and handle sensitive information.
• Commitment to Equal Opportunity employment and inclusive practices.

Responsibilities

• Own onboarding and promotion training for retail roles across four regions.
• Deliver hands-on training in-person and virtually using structured plans.
• Coordinate with Branch Managers to align training with expectations.
• Track completion via Salesforce Training Tracker and escalate barriers.
• Travel across markets to support in-branch onboarding and transitions.

Skills

Retail banking experience

Training and coaching

Salesforce knowledge

Communication skills

Travel willingness

Tools

Salesforce Training Tracker

Job description

Lincoln Savings Bank seeks a Retail Trainer to deliver onboarding and promotion training for retail staff. You will coach in-person and virtual sessions, standardize material, and work with leadership to close skill gaps while ensuring readiness and strong customer experience.

Travel across markets is required in a hybrid coverage model. You will reinforce policy, product knowledge, and service excellence through practical demonstrations and scenario-based learning.