Training & Development Specialist - Wealth Management

Regions Bank

Birmingham (AL)

On-site

USD 94,000 - 143,000

Full time

3 days ago

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Benefits offered by this job

Paid Vacation

401K Match

Medical Benefits

Disability Benefits

Health Savings Account

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Birmingham, AL is seeking a Training Consultant - Subject Matter Expert to partner with management, design learning solutions, and drive performance improvements.

You will deliver training using adult learning principles, assess learner progress, and align content with business goals, regulatory requirements, and client needs. The role requires strong coaching, communication, and curriculum development skills, with experience in wealth management domains.

Qualifications

Five years of experience in related role.
Experience delivering training and coaching to associates.
Demonstrated knowledge of business operations, processes, systems, products, and regulatory requirements.

Responsibilities

Researches current trends in the topic area, shares with client partners, and synthesizes findings to support learning objectives.
Remains current on industry trends and developments.
Helps to assess and provide feedback regarding associates' acquisition of knowledge and skill at the completion of training.
Recommends additional self-development or training activities to promote skill development.
Designs learning items based on accurate, current information consistent with sound theories and principles of adult learning.
Assesses and meets the professional development level and characteristics of target audiences.
Writes learning objectives based on participants' level of knowledge and experience and area descriptive of desired outcomes.
Chooses the appropriate instructional methods and materials for the proposed learning objectives.
Develops measurable learning objectives and evaluates audience understanding during and after training.
Delivers training based on principles of adult learning, using a variety of instructional methods and media appropriate for the proposed learning objectives.
Facilitates experiential learning activities by clearly explaining instructions, providing ongoing direction and feedback, guiding trainees in processing the experience and drawing conclusions, and resolving issues when activities do not progress as expected or achieve learning objectives.
Connects learning points throughout the course by building on prior concepts, incorporating participant feedback, and reinforcing how individual topics support overall learning objectives.
Utilizes technology and communication strategies to reinforce learning and build skills by preparing associates for training and providing ongoing follow-up, coaching, and reinforcement after training.
Applies curriculum sequencing and organization principles to arrange content and design activities that create a coherent, integrated learning experience.
Possesses specialized depth and/or breadth of expertise of the assigned discipline and broad knowledge of related disciplines within the function.
Interprets internal or external issues and recommends solutions/best practices.
Solves complex problems; takes a broad perspective to identify solutions.
Works independently, with guidance in only the most complex situations.
May lead functional teams or projects.

Skills

Coaching

Audience engagement

Communication skills

Curriculum development

Critical thinking

Content sequencing

Wealth management knowledge

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Regions, the Training Consultant - Subject Matter Expert works with management to determine training needs, recommend solutions for associate performance issues, and use consultative skills to uncover needs and negotiate the best solutions.

Primary Responsibilities

Researches current trends in the topic area, shares with client partners, and synthesizes findings to support learning objectives
Remains current on industry trends and developments
Helps to assess and provide feedback regarding associates' acquisition of knowledge and skill at the completion of training
Recommends additional self-development or training activities to promote skill development
Designs learning items based on accurate, current information consistent with sound theories and principles of adult learning (e.g., adults desire practical application, adults learn best if they have control over the learning environment)
Assesses and meets the professional development level and characteristics of target audiences
Writes learning objectives based on participants' level of knowledge and experience and area descriptive of desired outcomes
Chooses the appropriate instructional methods and materials for the proposed learning objectives (i.e., self-reflection, group discussions, demonstrations, multimedia presentations, visual aids)
Develops measurable learning objectives and evaluates audience understanding during and after training
Delivers training based on principles of adult learning, using a variety of instructional methods and media appropriate for the proposed learning objectives (i.e., group discussion, questions, teams, role-play, skill drills, games, and visual aids/multi-media presentations)
Facilitates experiential learning activities by clearly explaining instructions, providing ongoing direction and feedback, guiding trainees in processing the experience and drawing conclusions, and resolving issues when activities do not progress as expected or achieve learning objectives
Connects learning points throughout the course by building on prior concepts, incorporating participant feedback, and reinforcing how individual topics support overall learning objectives
Utilizes technology and communication strategies to reinforce learning and build skills by preparing associates for training and providing ongoing follow-up, coaching, and reinforcement after training
Applies curriculum sequencing and organization principles to arrange content and design activities that create a coherent, integrated learning experience
Possesses specialized depth and/or breadth of expertise of the assigned discipline and broad knowledge of related disciplines within the function
Interprets internal or external issues and recommends solutions/best practices
Solves complex problems; takes a broad perspective to identify solutions
Works independently, with guidance in only the most complex situations
May lead functional teams or projects

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

High School Diploma or GED
Five (5) years of experience
Demonstrated knowledge of business operations, processes, systems, products, and regulatory requirements within the supported line of business
Experience serving as a subject matter expert, delivering training, coaching associates, or supporting business initiatives and process improvements

Preferences

Bachelor’s degree

Skills And Competencies

Ability to coach and train others
Ability to engage an audience and proactively identify learning gaps, and incorporate solutions
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite
Strong critical thinking skills
Strong knowledge of curriculum development and content sequencing
Possesses specialized expertise in Private Wealth Management, Trust Operations, and Fiduciary Support.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

Job Range Target:

$93,752.45 USD

Median

$118,420.00 USD

Incentive Pay Plans

This job may participate in an annual discretionary bonus plan.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information