Training Specialist

Citizens Alliance Bank; Great Falls (MT); On-site; USD 42,000 - 62,000; Full time

Job summary

Citizens Alliance Bank in Great Falls, MT, seeks a Training Specialist to educate and onboard bank personnel, ensuring strong customer service standards. The role supports updating policies, procedures, and resource guides to leverage technology and automation across core systems and ancillary platforms.

The position emphasizes developing training curricula, coordinating sessions, and maintaining confidentiality while upholding our core values and BSA/AML compliance.

Qualifications

• High School diploma or GED required.
• Ongoing education to keep job knowledge current.
• 3–5 years of customer service experience.
• Advanced proficiency with Microsoft Office Suite preferred.

Responsibilities

• Assist and support onboarding training and education curriculum for new employees.
• Support refresher training for existing personnel to ensure proficiency.
• Assist with design and development of training materials and scheduling.
• Help implement the core system workflow management to standardize processes.
• Update and redevelop operations and lending resource materials for reference.
• Create procedures, reference guides, and training videos for staff.

Skills

Customer service

Training coordination

Onboarding

MS Office

Education

High School diploma or GED

Continuing education

Tools

Microsoft Office Suite

Job description

Description

Position Summary:

The Training Specialist will perform a wide variety of duties associated with the training and education of all Citizens Alliance Bank personnel, which includes on-boarding new employees and refresher training for existing employees to ensure they have the knowledge and proficiency to service our customers.

Under the direction of the Training Manager, the Training Specialist will assist with updating and revising existing policies, procedures, and resource guides to ensure the full use of the available technology and automation within our core system and ancillary platforms to improve the productivity and efficiency of operations personnel.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions:

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• 1. Assist and support the Training Manager in the development and implementation of both an onboarding training and education curriculum for new employees.
• 2. Assist with refresher training for existing personnel to ensure their knowledge and proficiency as they prepare to serve our customers.
• 3. Under the direction of the Training Manager this position will assist with the design and development of training reference materials and the scheduling and execution of the new and existing employee training curriculum.
• 4. Assist and support the Training Manager in the development, documentation, and implementation of the core system workflow management system to streamline and standardize processes organization wide for accuracy and consistency purposes.
• 5. Assist and support the Training Manager in the updating and redevelopment of critical operations and lending resource materials for employee reference and use.
• 6. Assist the Training in the identification, design, and development of procedures and resources, reference guides, and videos and webcast materials for training and reference purposes for operations personnel.
• 7. Excellent organizer who knows how to prioritize and execute tasks in accordance with timelines; sense of urgency and understanding criticality of situation.
• 8. Cultivates strong relationships with all personnel and vendors to ensure the delivery of high-quality service, on-going communication needs, and operational consistency.
• 9. Ability to prioritize workload.
• 10. Maintain complete confidentiality regarding sensitive customer and proprietary information.
• 11. All employees are expected to exemplify and follow our core values.
• 12. Regular attendance and punctuality when reporting to work.
• 13. Travel for trade and industry schools and seminars as needed.
• 14. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes.
• 15. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank’s policies and procedures.
• 16. Perform other duties as assigned and requested.

Core Values:

Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

Requirements

Education and Experience:

• Required - High School diploma or GED.
• Required - Continuing Education to maintain job knowledge.
• Required - Three to Five years of customer service experience.
• Preferred – Advance Proficiency in Microsoft Suites.