Training Specialist

Role Overview

• Serves as the primary facilitator of coursework for associates within an assigned region or segment.
• Provides timely and effective delivery of training content to their internal clients.
• Responsible for managing and maintaining labs, as well as working with appropriate leadership and our learning design resources to schedule and deliver training.
• Schedules, notifies, and delivers assigned training, either in person or via virtual instructor led tools, to intended audience.
• Partners with leadership and monitors reports to understand and stay abreast of hiring trends for applicable territory.
• Manages the classroom environment to ensure each associate receives a quality learning experience.
• Provides feedback to management on students as needed.
• Properly documents class offerings, attendance, and course credit in the company’s learning management system.
• Sends applicable post class surveys to participants and/or seeks appropriate feedback on classes taught.
• Stays current on policies and procedures for the client base they support.
• Participates in the process to keep coursework up to date by notifying the appropriate instructional design resources of any potential discrepancies in training content.
• Participates in train the trainer sessions as needed; maintains any necessary internal certifications in core coursework.
• Reviews course materials using the provided leader guides and prepares schedules for training sessions.
• Ensures participant materials are accurate and available for training.
• Manages and maintains assigned computer lab(s), equipment, etc.
• Fills in for other training specialists as needed outside of normal assigned areas.

Requirements

• Required: Associate degree in a related field or equivalent experience required; Bachelor’s degree preferred
• 3+ years of training experience
• Financial services training experience preferred
• Specialized financial services knowledge or experience may be considered in place of training experience
• Technical skills to operate and deliver training using company platform and technology systems (LCDs, webinar tools, surveys, etc.).
• Ability to read, comprehend, and explain company prepared regulatory and policy information
• Strong interpersonal skills; Ability to communicate orally and in writing with all levels of associates.
• Proficiency with Microsoft Office products
• Excellent communication, analytical, customer service and organizational skills
• Strong presentation and training skills

Benefits

• Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.