Teller Operations Training Lead

ADP, Inc.; Springfield (IL); On-site; USD 52,000 - 65,000; Full time

Job summary

BOS in Springfield, IL is seeking a Retail Trainer to develop and deliver training programs for Teller Operations, working with department managers to identify learning needs and align with the Bank’s Vision, Values, and strategy.

Responsibilities include creating onboarding plans, conducting classroom, virtual, and on-the-job training, maintaining course materials, and evaluating program effectiveness. You may back up the Retail Sales team and participate in special projects.

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.

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.

Skills

Retail banking knowledge

Communication skills

Facilitation skills

Presentation skills

Organizational skills

Problem solving

Interpersonal skills

Technical fluency

Audio/visual proficiency

Education

High school diploma or equivalent

Tools

MS Word

MS Publisher

MS Excel

MS PowerPoint

MS Outlook

Job description

BOS in Springfield, IL is seeking a Retail Trainer to develop and deliver training programs for Teller Operations, working with department managers to identify learning needs and align with the Bank’s Vision, Values, and strategy.

Responsibilities include creating onboarding plans, conducting classroom, virtual, and on-the-job training, maintaining course materials, and evaluating program effectiveness. You may back up the Retail Sales team and participate in special projects.