Salesforce Training Specialist for Banking

Texas Bank and Trust; Longview (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Texas Bank and Trust seeks a Bank Trainer to analyze training needs for Salesforce, develop and deliver end-user training, and maintain curricula across the organization. You will collaborate with Operations, Application Support, Salesforce Administrators, and business-line owners to ensure readiness, knowledge transfer, and adoption of changes.

The role focuses on Salesforce training, with responsibilities across other bank-wide programs as needed.

Qualifications

• College degree or equivalent combination of banking, training, or enterprise-systems experience.
• Three to five years of banking experience preferred, with experience in employee training.
• Experience with Salesforce or a comparable enterprise application is beneficial.

Responsibilities

• Analyzes Salesforce training needs and develops training plans for new employees and existing users.
• Develops and maintains Salesforce end-user training materials and assessments.
• Partners with operations, application support, administrators, and stakeholders to support adoption of Salesforce changes.
• Translates system functionality into clear training materials for end users.
• Supports change-readiness by providing training communications for new Salesforce functionality.
• Gathers feedback and suggests improvements to training content.

Skills

Facilitation

Presentation

Verbal communication

Written communication

Time management

Adaptability

Customer service

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Texas Bank and Trust seeks a Bank Trainer to analyze training needs for Salesforce, develop and deliver end-user training, and maintain curricula across the organization. You will collaborate with Operations, Application Support, Salesforce Administrators, and business-line owners to ensure readiness, knowledge transfer, and adoption of changes.

The role focuses on Salesforce training, with responsibilities across other bank-wide programs as needed.