Job Training Specialist jobs at Raymond James Financial - 829 jobs
Training Specialist, Virginia
Dollar Bank, FSB 4.1
Virginia Beach, VA jobs
Do you believe that people are the number one key to a successful company? Do you prioritize investing in others? Are you known for training and developing top talent? If so, this is the position for you. As a TrainingSpecialist, you will be responsible for the delivery of effective learning programs that support employee development and organizational goals in this entry level position. Successful candidates in this role deliver engaging and effective learning sessions using a variety of methods (classroom training, virtual training, online learning, and blended learning) to ensure that our employees acquire the necessary knowledge and skills to effectively perform their jobs.
Education and Experience Requirements:
College degree required. Will consider commensurate experience. A bachelor's degree in business administration, Finance, Education or related field is preferred.
Minimum of one year experience in training or educational processes to include developing, evaluating and delivering training programs in a formal classroom or equivalent required.
Knowledge of bank processes, procedures and services is strongly preferred.
Positive and outgoing.
Excellent communication and interpersonal skills
Proficiency in MS Office and database software
Ability to handle multiple tasks and meet deadlines
Certificate, Licenses and Registration Requirements:
N/A
Knowledge, Skill, and Ability Requirements:
Knowledge of bank processes, procedures and services is strongly preferred.
Positive and outgoing.
Excellent communication and interpersonal skills
Proficiency in MS Office and database software
Ability to handle multiple tasks and meet deadlines
Essential Functions:
Assist by building the Dollar Bank brand with investing in employee development programs and assisting employees to acquire skills through engaging training sessions which include product knowledge, company policies and service protocols.
Create a values-based culture by demonstrating the Bank's Mission, Vision, and Values. These daily observable behaviors will be expected with all employees across the organization.
Engage employees in training programs by utilizing adult learning methodologies, learning modalities, and visual design tools daily.
Execute learning strategies to include developing, managing, delivering, and maintaining learning programs.
Evaluate effectiveness of learning programs through needs assessments, identifying performance gaps, learning needs and skill development opportunities in the organization.
Develop and track training data for employee development programs.
Manage, coordinate, and deliver new hire orientation where the culture is further defined, and expectations clearly provided.
All employees have the responsibility to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$79k-100k yearly est. 2d ago
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Training Specialist
Farmers National Bank of Canfield 4.7
Niles, OH jobs
SUMMARY: The TrainingSpecialist will organize, facilitate, create, develop, implement, and conduct training and development programs for all associates.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Develop new & maintain existing bank-wide training program materials for all courses and programs as well as conduct targeted re-training of current branch staff when necessary
Conduct in-person and virtual training for all associates including but not limited to new Tellers, Universal Bankers, and Personal Bankers based on current policies, procedures, and regulations
Presents training and development programs using various forms and formats including group discussions, lectures, simulations, and videos.
Maintain, schedule, and update training program for all associates, as needed
Ensure that all associates are properly trained prior to leaving their training program through a series of thorough testing
Organize, develop, and conduct training for bank initiatives outside of routine, regularly scheduled classes as assigned.
Assesses training and development needs through surveys, interviews, focus groups, and communication with managers, instructors, and customer representatives.
Maintains records of training and development activities, attendance, results of tests and assessments, and retraining requirements.
Work closely with the Training & Development Manager to evaluate, determine, and recommend training needs.
Coordinate with our Compliance Training online training portal to develop and administer training on all required compliance courses
Track all compliance training requirements and notify managers and employees regarding program deadlines and/or changes, as needed
Maintain Medallion Signature Guarantee records and assignments, and ensure that all training regarding the program is completed annually as well as any unassigned MSG stamps.
Conduct testing of bank systems including but not limited to Teller System, new Account systems, loan systems, etc. prior to updates and/or implementation
Maintains knowledge of the latest trends in training and development and makes recommendations, as needed
Assist the Audit Department during branch audits and investigations, as needed.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Other duties and projects as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED), (College degree in business preferred)
Minimum of five (5) years of prior training experience (banking experience preferred)
Knowledge of retail banking software systems preferred
Excellent verbal and written communication skills.
Strong presentation skills.
Adept with a variety of multimedia training platforms and methods.
Ability to evaluate and research training options and alternatives.
Ability to design and implement effective training and development.
Extremely proficient with Microsoft Office Suite and related program software.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$37k-51k yearly est. 2d ago
Mortgage Training and Policy Associate
Capcenter 4.2
Richmond, VA jobs
At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership.
Job Overview:
CapCenter is seeking a Mortgage Training & Policy Associate to ensure new and existing mortgage production team members are equipped with the knowledge and skills needed to deliver exceptional customer service. This role partners closely with Mortgage Production and Compliance leadership to develop, enhance, and deliver training for both new hires and current team members. The ideal candidate is highly organized, collaborative, and adept at translating regulatory requirements into clear, practical, and user-friendly learning resources.
Key Responsibilities:
Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements.
Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes.
Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting.
Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements.
Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team.
Qualifications:
· Bachelor's degree in finance, business, communications, teaching or other related field preferred.
· Experience in mortgage underwriting, operations, training, and/or compliance.
· Exceptional written and verbal communication and presentation skills.
· Engaging and dynamic personality with the ability to motivate and inspire a team.
We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$51k-80k yearly est. 4d ago
Centralized Franchise Trainer
Hana Group Us 4.3
Irving, TX jobs
About Hana Group
Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction.
Our Culture
At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement.
Why Join Us
Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you.
Job Description
The Centralized Franchise Trainer is responsible for delivering comprehensive onboarding and operational training to new franchisees, ensuring alignment with the company's brand standards, operational procedures, and culinary excellence. This role plays a critical part in maintaining consistency across all franchise locations by equipping franchisees with the knowledge and skills necessary to successfully operate within the company's framework, with a strong emphasis on sushi and pan-Asian cuisine preparation.
Key Competencies:
Organization & Time Management, Communication & Interpersonal Skills, Attention to Detail, Adaptability to Adapt Training Style to Diverse Learning Needs, Technology Proficiency, Strong Facilitation and Presentation Skills, Culinary Expertise, Cultural Sensitivity and Inclusivity
Duties and Responsibilities:
Conduct in-person training sessions for new franchisees on company policies, operational procedures, and food preparation techniques
Update and maintain training materials, manuals, and SOPs in collaboration with culinary and operations teams
Ensure franchisees understand and can execute recipes, food safety protocols, and customer service standards
Evaluate trainee performance and provide feedback and coaching to ensure readiness for launch
Partner with cross-functional teams (e.g., Operations, Culinary, HR) to ensure training content reflects current practices and business goals
Monitor post-training performance and provide ongoing support as needed
Maintain training records and report on training effectiveness and franchisee readiness.
This describes the general duties and responsibilities for the position. Other duties may be assigned as needed.
Qualifications
Bachelor's degree in Hospitality, Culinary Arts, Business, or related field (or equivalent experience)
3+ years of experience in training, preferably in a franchise or food service environment
Culinary background with hands-on experience in sushi and pan-Asian cuisine
Experience with Learning Management Systems (LMS) and digital training tools is a plus
Willingness to travel to franchise locations as needed
This position is required to be In-Office five days a week (Monday - Friday)
Additional Information
Hana Group North America is an Equal Opportunity Employer
Salary: $75,000 - $80,000 USD Annually
$75k-80k yearly 4d ago
Training Specialist LIC
Thrivent Financial 4.4
Minneapolis, MN jobs
The TrainingSpecialist role is responsible for facilitating in-person and/or virtual learning experiences that incorporates use of adult learning principles and recognizes different learning/work styles using existing resources or programs. This role will deliver training and measure individual progress to ensure learners can deliver business results. This role will be responsible for delivering learning solutions that cover a wide range of topics such as company orientation, industry knowledge, Thrivent product, process, and systems knowledge, as well as service skills development.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
Facilitate in-person and/or virtual learning experiences using existing resources and programs.
Ensure a positive, inclusive and effective learning experience for all participants to achieve intended learning objectives
As requested, make moderate revisions to the existing learning materials which could include job aids, tutorials, web-based training, workshop curriculum, learner guides, articles, publications, technology tips, video, etc. based on user feedback and necessary content changes.
Consult with business leaders to assess learning/development/training needs and assist with the development of the solutions and tools to address those needs.
Document and maintain all training records.
Monitor, evaluate and record effectiveness of training courses. Recommend and develop improvements as needed.
Provide feedback to content owners, represent training interests on project teams, and recommend training approaches as needed.
Provide timely follow-up to participant questions.
Support the design, development, and management of effective learning and performance-focused solutions, assess business & target audience learning needs, assist with developing the learning strategy, and identifying delivery methods including the identification of innovative learning methodology.
Collaborate with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels.
Identify internal and/or external emerging issues, research and analyze training and development practices, methodologies and trends and recommend new approaches.
QUALIFICATIONS & SKILLS:
Required:
Bachelor's degree or equivalent work experience
Three to five years' experience delivering training for in-person and/or virtual settings.
Experience designing courses using a commonly accepted instructional design model, e.g., ADDIE.
Experience writing explicitly stated learning objectives and creating lesson plans using Bloom's taxonomy.
Experience using learning management systems.
Intermediate to advanced skills in MS Office applications including MS Word, Excel, and PowerPoint
Experience working with and influencing employees and leaders at all levels in the enterprise
FINRA Series 7, 66 and SIE, and life and health insurance required or obtained within 90 days of hire/transfer
Preferred:
Prefer experience in coaching/mentoring in a corporate and field setting.
Prefer knowledge of Thrivent and Thrivent's product solutions, tools, and platforms.
Prefer experience in financial services and experience working directly with financial advisors.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $60,844.00 - $82,317.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$60.8k-82.3k yearly Auto-Apply 34d ago
Power Systems External Training Specialist
Eaton Corporation 4.7
Pleasanton, CA jobs
Join Eaton's Engineering Services & Systems (EESS) Division as a Power Systems External TrainingSpecialist! Are you passionate about empowering others through technical training? Eaton is home to the industry's largest and most experienced team of field service professionals.
In this role, you'll deliver dynamic, hands-on training sessions that make a real impact. This is a remote position with up to 75% travel, giving you the opportunity to share your expertise across diverse locations while advancing your career.
The expected annual salary range for this role is $93,750 - $137,500 a year.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
What you'll do:
* Instruct, and demonstrate expertise, around the commissioning and maintenance of electrical power distribution products and assemblies, including power circuit breakers, motor control centers, unit substations and power transformers, and protective relays.
* Support and coordinate training events, including but not limited to, set-up, scheduling, travel, equipment, and material needs in conjunction with training coordinators and other personnel.
* Create, maintain, and update curricula, lesson plans, and classroom reference materials.
* Conduct student evaluations, course evaluations, cost tracking, and continuous improvement efforts within training programs
* Apply knowledge of safe electrical work practices as described in National Fire Protection Agency (NFPA) standard 70E and OSHA 1910 Subpart S.
* Collaborate with sales and marketing functions to develop customer training programs and opportunities.
* Be responsible for the development, delivery, and facilitation of instructor-led and virtual technical, safety, and power systems trainings.
Qualifications:
Required Qualifications:
* Bachelor's Degree in Engineering/Engineering Technology from an accredited institution, or a technical certification from an accredited trade school, or military experience AND at least 5 years of experience evaluating, testing, installing or maintaining industrial and commercial power systems equipment OR in lieu of a degree/certification, minimum of 7 years of experience evaluating, testing, installing or maintaining industrial and commercial power systems equipment.
* Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H1B, H1-B cap registration, O-1, E-3, TN status, I-485 job portability, etc.
* Ability to travel up to 75% of the time.
* Ability to lift, move and set up demonstration equipment of various weight up to 40 pounds and move demonstration equipment on wheels weighing in excess of 40 pounds.
Preferred Qualifications:
* Prior exposure and understanding of EESS training paths and safety certifications.
* 10 years of experience evaluating, testing, installing, or maintaining industrial and commercial power systems equipment.
* In-depth knowledge of NFPA 70E and OSHA practices as related to electrical industry and safety standards.
* Advanced power systems, relaying, or switchgear testing experience.
Position Success Criteria:
* Knowledge and understanding of classroom presentation and instructional methods, technical writing skills, and an understanding of adult learning styles.
* Professional presence and an ability to build rapport with a variety of personalities in multiple levels of the organization.
* Excellent communication skills, organizational and time management abilities
* Proficiency in the tools required for the development of new training materials including Microsoft platforms, learning management systems, and electrical system software.
* Ability to learn and implement new delivery methods and/or champion change in product, technical, or field programs through instruction.
#LI-LS3
The application window for this position is anticipated to close on February 20, 2026.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$93.8k-137.5k yearly 8d ago
Training Specialist/Instructional Designer III - Partially Onsite in Hyannis, MA
Mutual Bancorp and Its Subsidiaries 3.8
Barnstable Town, MA jobs
Salary Grade: 17
The TrainingSpecialist/Instructional Designer III designs, develops, and/or delivers/facilitates complete learning interventions (e.g., eLearning, instructor-led courseware, print and online performance support tools, job aids) using the ADDIE (Analysis, Design, Development, Implementation, and Evaluation) process, as well as current learning theory and best practices, for customer service and sales skills, new system rollouts, system enhancements, new bank products, new rules & regulations, and compliance.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
Conduct analysis, design, develop, implement, evaluate, and maintain web-based (WBT), instructor-led (ILT), and hybrid training, as well as job aids (print based job aids, as well as online performance support tools).
Lead, support, or be a one-person team on training projects ranging from building singular “just-in-time” modules to overhauling complete curricula.
Conduct various analyses (e.g., root cause analyses, needs assessments, best practices or benchmarking studies) to determine if training is needed and, if so, to define the target audience, learning objectives, and measurements required for a successful learning intervention.
Design and develop high quality, interactive, and engaging courseware (WBT, ILT, & hybrid learning approaches).
Design and develop clear and concise procedures and basic knowledge management assets.
Lead lessons learned sessions, and apply learnings to process improvement designed to increase quality or efficiency of the Learning & Development Team and its members.
1b. Deliver/facilitate instructor-led courseware and workshops, serving as the primary or backup facilitator for new hires, as well as lead on targeted special assignments for specific audiences (e.g., new product or system training).
Time in 1a, 1b, or some combination of the two: 50-75%
Perform specialized support duties. Time: 10-25%
All TrainingSpecialists share ongoing support to bank employees and the Learning & Development Team. Specialized support duties may include, but are not limited to:
Provide basic day-to-day LMS support to bank employees (e.g., resolve completion status issues, reset passwords) and Learning & Development Team (e.g., building, assigning, and scheduling courses).
Design, develop, and maintain questions and scenarios to support ongoing assessment and coaching of bank staff.
Provide individual and / or specialized coaching for employees experiencing specific performance problems relating to the TrainingSpecialist's main area of focus or to employees who underperform in on-boarding or on the job.
Maintain and contribute to the Learning & Development Team intranet web site.
Professional Development. Time: 10%
Research and study various components of Instructional Design, including learning theory, graphic design and development, web design and development (HTML, CSS, JavaScript), production software (e.g., Photoshop, Illustrator, Premiere, Audition), and any area of the ADDIE model (Analysis, Design, Development, Implementation, & Evaluation).
Research and study various components of Human Performance Improvement, including Six Sigma, process improvement, organizational communication and development, performance support systems, knowledge management, procedural documentation, and change management.
Research and study various components of Instruction and Facilitation, including lecture, presentation and delivery strategies & techniques, small group facilitation, instructional activity debrief, discovery-based instruction, problem-based instruction, project-based instruction, ad hoc instructional activity development, common ice breakers, and energizers.
Share knowledge and skills with other team members (e.g., leading “brown-bag” sessions or presenting “teach-backs”).
Assist the Director of Learning & Development in the mentoring and professional development of other team members.
Lead and/or participate in project brainstorming sessions with team members assigned to different projects.
Administrative time. Time: 5%
Attend corporate and/or team meetings.
Generate standard reports.
QUALIFICATIONS:
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)
BA/BS required, ideally in Business, Finance, Training, English, Communications, Instructional Design, or Education. Master's degree preferred.
KNOWLEDGE, SKILLS & ABILITIES:
Minimum of four years of relevant work experience; or equivalent combination of education and experience to include at least six years in sales, customer service, consumer lending, computer systems, and coaching others in a financial services organization.
The TrainingSpecialist / Instructional Designer III should be able to do the following with light coaching and/or supervision & guidance:
Apply best practices in adult learning theory in the design of web-based and instructor-led training.
Conduct analyses using multiple data collection methodologies (e.g., observation, survey, interview, focus group).
Design and create well-structured and engaging instructional materials.
Write print materials (facilitator guides, learner guides, workbooks, job aids, etc.).
Write online materials (screen text, online procedures, interactive job aids and knowledge support tools).
Create well-designed online training screens and interactions.
Collaborate with other designers to create engaging training interventions.
Apply best practices in the facilitation of classroom instruction (e.g., lecture, presentation, leading discussion, steering problem-based learning, brainstorming, reflecting, redirecting, leveraging open and closed-ended questions, resolving classroom conflict, coaching).
o Manage time effectively across one or two projects and tasks.
Build effective relationships with subject matter experts, top performers, and managers across multiple levels within the bank.
Quickly come up to speed with knowledge of the financial industry, if needed.
Use a Windows-based PC at an expert-level.
Mid-level or higher mastery of Microsoft Word and PowerPoint preferred, but not required.
Mid-level or higher mastery of Adobe Photoshop preferred, but not required.
Familiarity with Articulate Storyline preferred, but not required.
Mid-level or higher mastery of SharePoint preferred but not required.
COMPETENCIES:
Must have cyber security awareness to protect the digital environment, the Bank, and customers.
Problem Solving
Dealing with Ambiguity
Written and Verbal Communication (clear, concise, and engaging)
Time Management
Demonstrate Courage
Drive for Results
Interpersonal Savvy
Customer Focus
Integrity and Trust
Self-Development
Creativity
Technology Savvy
$57k-74k yearly est. 60d+ ago
Training Specialist
United Community Bank 4.5
Athens, GA jobs
Elevate Your Career as a TrainingSpecialist!
Are you passionate about empowering others through education and training? As a TrainingSpecialist, you'll play a crucial role in onboarding new hires and delivering exceptional training experiences for our employees. If you thrive in a dynamic environment and have a knack for engaging presentations, we want you on our team! This position can sit anywhere inside the United Community Bank Footprint.
About the Role:
In this pivotal role, you'll be responsible for creating and delivering ongoing training for employees and new hires. You'll ensure an outstanding training experience for Consumer, Small Business, and Commercial roles, manage training schedules, and collaborate with various departments to support training initiatives.
What You'll Do
Lead Training Sessions: Conduct training for retail new hires, systems, platforms, procedure/process changes, and new project-related needs.
Align with Company Culture: Ensure all training materials reflect the company culture and values.
Develop Training Programs: Identify skill gaps and develop programs to bridge them, working closely with hiring managers, in-branch guides, Regional Managers, and Subject Matter Experts.
Research and Create Content: Develop and manage training criteria, programs, and initiatives through various methods suitable for the topic and audience.
Support Departments: Partner with other departments to provide training and track progress through surveys to ensure effectiveness.
Maintain Materials: Keep training materials, procedures, and custom LMS courses updated and relevant.
Budget Management: Assist with budget recommendations for new training initiatives and manage expenses to align with the approved budget.
Administrative Duties: Provide backup support for the LMS system, write internal communications, and maintain departmental websites.
Coordinate Events: Plan and manage on and off-site meetings for training initiatives and assist with conversion and acquisition training as needed.
Communicate with New Hires: Inform new hires about training schedules and assess their progress, communicating developmental needs to hiring managers.
Requirements For Success
Experience:
Minimum of 3 years' experience in the financial and/or training industry.
Education:
Degree in Business, Finance, or a related field, or equivalent experience.
Required Skills:
Knowledge of bank products, services, initiatives, and company culture.
Familiarity with bank policies and procedures.
Self-motivation and the ability to work independently.
Confident public speaking skills.
Strong time management and organizational skills.
Excellent written and verbal communication skills.
Ability to interact with all levels of management and employees.
Proficiency in Microsoft Office programs, deposit and loan systems, and procedures.
Ability to lead in-person, WebEx, and recorded training sessions.
Up-to-date with industry training methods.
Preferred Skills:
Experience in creating and delivering training programs.
Strong problem-solving and analytical skills.
Collaborative and action-oriented mindset.
Why Join Us?
Innovative Environment: Be part of a forward-thinking company that values your input.
Professional Growth: Opportunities for continuous learning and career advancement.
Supportive Team: Collaborate with dedicated professionals who are passionate about their work.
Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed.
Work Environment:
United location within our footprint.
Position Type:
Full-time with schedule flexibility.
Travel:
Up to 30% travel required.
Conditions of Employment
Conditions of Employment:
• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position
FLSA Status:
• Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $42,061.00 - USD $64,465.00 /Yr.
$42.1k-64.5k yearly Auto-Apply 7d ago
Part-Time Learning & Training Specialist
First Bank Nj 3.8
Lawrence, NJ jobs
Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.
Position Summary:
The PT Learning & TrainingSpecialist is responsible for training and developing retail banking employees in line with the Bank's strategic plan. Training responsibilities encompass content management, development, maintenance, design, and delivery of retail training programs (onboarding and ongoing training). Works closely with Training Management to support the on-going development of retail employees and is a key member of the Training Team. This position will be based out of Lawrence with travel to training locations throughout the bank footprint.
Duties & Responsibilities:
1. Deliver a wide range of training and development programs for the Retail Bank staff that meets the Bank's needs, including department and position specific needs.
2. Design Retail Banking training related documents, materials, and presentations.
3. Review and edit training content for consistency and design and identify improvement opportunities for course and courseware materials through delivery and proofreading of course materials to ensure procedures, exercises and practices work as written and meets department standards.
4. Work with Training Manager regarding content delivery methods and scope of priorities for class schedules and needs.
5. Maintain the Training Management System for employee records, reports, and training offerings.
6. Coordinate with Retail teams and employees to achieve full participation in optional and required training through proper communication channels.
7. Classroom Management, pre-class preparation, post class debrief; coach and deliver feedback to participants; communicate concerns to Training Manager, Regional Manager, and employee's direct manager, as warranted.
8. Requires travel as needed within the bank's footprint.
9. Perform other responsibilities and duties, as assigned.
10. Assist and update the Virtual training platforms with new materials and report on engagement.
Qualifications:
* Bachelor's Degree (preferred) or equivalent experience, with a minimum of 2 years of Retail Banking experience.
* Some Training experience in banking, retail, hospitality, or other customer facing industry experience preferred.
* Superior communications skills, both written and oral, including excellent presentation skills.
* Excellent interpersonal and customer service abilities.
* Ability to resolve problems quickly and with sound judgment.
* Ability to work independently, as well as follow direction/instruction, as warranted.
* Demonstrated ability to maintain flexibility in a changing environment.
* Ability to multi-task, prioritize, escalate issues, and remain organized is essential.
* Ability to maintain confidential customer, employee, and Bank information in a responsible and secure manner.
* Must be proficient in the use of Word, Excel, PowerPoint.
* Must be able to travel to other locations as needed.
First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.
Job Type: Part-time
Salary: From $32.25 - $36.00 per hour - Based off a 30 hour work week.
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Vision insurance
Education:
* Bachelor's (Preferred)
Experience:
* Banking: 2 years (Preferred)
Work Location: In person
$32.3-36 hourly 8d ago
Training Specialist, Virginia
Dollar Bank 4.3
Virginia Beach, VA jobs
Do you believe that people are the number one key to a successful company? Do you prioritize investing in others? Are you known for training and developing top talent? If so, this is the position for you. As a TrainingSpecialist, you will be responsible for the delivery of effective learning programs that support employee development and organizational goals in this entry level position. Successful candidates in this role deliver engaging and effective learning sessions using a variety of methods (classroom training, virtual training, online learning, and blended learning) to ensure that our employees acquire the necessary knowledge and skills to effectively perform their jobs.
Education and Experience Requirements:
College degree required. Will consider commensurate experience. A bachelor's degree in business administration, Finance, Education or related field is preferred.
Minimum of one year experience in training or educational processes to include developing, evaluating and delivering training programs in a formal classroom or equivalent required.
Knowledge of bank processes, procedures and services is strongly preferred.
Positive and outgoing.
Excellent communication and interpersonal skills
Proficiency in MS Office and database software
Ability to handle multiple tasks and meet deadlines
Certificate, Licenses and Registration Requirements:
N/A
Knowledge, Skill, and Ability Requirements:
Knowledge of bank processes, procedures and services is strongly preferred.
Positive and outgoing.
Excellent communication and interpersonal skills
Proficiency in MS Office and database software
Ability to handle multiple tasks and meet deadlines
Essential Functions:
Assist by building the Dollar Bank brand with investing in employee development programs and assisting employees to acquire skills through engaging training sessions which include product knowledge, company policies and service protocols.
Create a values-based culture by demonstrating the Bank's Mission, Vision, and Values. These daily observable behaviors will be expected with all employees across the organization.
Engage employees in training programs by utilizing adult learning methodologies, learning modalities, and visual design tools daily.
Execute learning strategies to include developing, managing, delivering, and maintaining learning programs.
Evaluate effectiveness of learning programs through needs assessments, identifying performance gaps, learning needs and skill development opportunities in the organization.
Develop and track training data for employee development programs.
Manage, coordinate, and deliver new hire orientation where the culture is further defined, and expectations clearly provided.
All employees have the responsibility to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$70k-90k yearly est. 35d ago
Training Specialist
Green Street Advisors 4.5
New York, NY jobs
The Enablement Specialist supports the professional development of employees across the Commercial organization by creating and managing enablement and training content to enable Commercial Team Members to achieve outsized outcomes. The individual in this role will partner with internal stakeholders and subject matter experts for the instructional design of enablement content. The Enablement Specialist will administer the learning management system (LMS) and content management system (Seismic) to ensure the availability and timeliness of all content to the Commercial team. Training topics include but are not limited to, product training, sales and systems training (including Salesforce), industry training, financial training, corporate training, client type/persona training and the Discover Green Street series.
Job Responsibilities
The Enablement Specialist will:
Support the Commercial Organization's goals by designing, developing and delivering scalable, customized, and effective content through various delivery modes (web-based, leader-led, workshops, e-learning, etc.)
Maintain a strong working knowledge of all Green Street products and customer type and user persona use cases, as well as Commercial Real Estate Industry and Financial concepts
Foster an inclusive environment conducive to learning and growth
Be responsible for administration of learning management systems and content management system (Seismic)
Be adept at project management and cross-functional collaboration
Deliver L&D initiatives that are measurable and can be tracked for effectiveness and alignment to program goals
Ensure an impactful learner experience by identifying opportunities for higher ARR using data, leader input and team member observations
Candidate Profile
Bachelor's degree in business, Finance, Real Estate, Human Resources, Psychology, Adult Learning, Organizational Learning, Instructional Design, or related field
Minimum 2+ years in instructional design, with a focus on creating engaging, scalable training content OR Minimum 2+ years of experience in facilitating in diverse settings and formats (e.g. group, public speaking, e-learning)
Minimum 2+ years' experience in sales, account manager or customer success with proven track record of success, preferred
Experience training on sales enablement tools, such as Salesforce.com, SalesLoft, and ZoomInfo
2+ years of experience in Finance or CRE related field preferred
Strong communication and analytical skills to influence stakeholders
Ability to manage multiple priorities with deadlines
Working knowledge of Microsoft office programs, particularly PowerPoint, Excel and Word
Up to 20% business related travel to other offices located in the US and Europe
Delivery of learning programs may require travel and incumbents must obtain the necessary travel documentation
L&D events may require working outside of standard business hours
Compensation, Benefits and Work Authorization
In addition to the posted base salary range, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.
Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Company Overview and EEOC/Diversity
Green Street is a forward-thinking real assets company at the forefront of transforming the commercial real estate market with cutting-edge predictive analytics, data-driven insights, and actionable intelligence. With over 40 years of expertise, Green Street empowers investors, lenders, banks, and industry stakeholders across the U.S., Canada, Europe and Asia to make optimized investment and strategic decisions. To learn more, please visit ********************
The success of Green Street is directly attributable to the strength of our people. A diverse and inclusive work environment where top talent can thrive, think freely and offer different perspectives makes our insights even stronger. We're building a company culture where differences are celebrated and valued.
Green Street is an Equal Opportunity Employer
Green Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Pay Range USD $85,000.00 - USD $90,000.00 /Yr. Commission N/A Incentive Performance Bonus + Incentive Performance Bonus
$85k-90k yearly Auto-Apply 42d ago
Talent Development and Training Specialist
Freedom First Credit Union 3.8
Roanoke, VA jobs
Role:
The Talent Development & TrainingSpecialist plays a vital role in shaping the employee experience and driving performance across the Credit Union. This position is responsible for onboarding new hires, delivering engaging training sessions, and traveling to retail branches to ensure consistent, high-quality instruction. With a strong focus on content creation, coaching, and program evaluation, the specialist helps foster a culture of continuous learning, professional growth, and member-focused service.
Essential Functions & Responsibilities:
25% Organize onboarding of new employees. This includes guiding them through orientation, introducing Credit Union history, systems, policies, and service expectations, and ensuring a smooth transition into their roles.
25% Conduct training sessions for employees at all levels. These sessions cover systems, software, operational procedures, and service standards, and are delivered through in-person, virtual, and blended learning formats.
25% Travel to retail branches to facilitate in-person training. During these visits, the specialist leads instruction on point-of-sale systems, software tools, and operational policies, while reinforcing a high-performing, member-focused culture.
15% Assists with the development of customized training solutions through collaboration with departments leaders and the training team and provides one on one coaching and support to employees as needed.
5% Tracks the progress of trainees through routines tests, observations, and feedback from department leaders; evaluates the effectiveness of the training programs and makes recommendations for improvements.
5% Perform other duties as assigned.
Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience Three years to five years of similar or related experience.
Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills
Strong technology skills.
Excellent communication both written and spoken.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$53k-74k yearly est. Auto-Apply 60d+ ago
Home Visiting Training Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves, where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates who are committed to promoting a diverse and inclusive work environment, where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas.
The Children's Trust prevents child abuse and neglect by addressing root causes and strengthening the systems that support families - programs, policies, communities, and the workforce. As a public-private organization, the Children's Trust is in a unique position to bring the day-to-day experiences of families and the family support workforce to life, ensuring policy is data-informed and grounded in the real experiences of families. The Children's Trust works across sectors and communities to share learnings and resources, and to turn bold ideas into action so every family can thrive. Learn more at childrenstrustma.org.
Children's Trust is seeking a Home Visiting TrainingSpecialist! This position will contribute to the development, delivery, and continuous improvement of training content for the home visiting workforce as part of the Children's Trust Training Institute. This role leads curriculum development, facilitates training across multiple modalities, and provides content expertise and support to internal staff and contracted trainers.
The Home Visiting TrainingSpecialist ensures that training content and delivery frameworks align with evidence-based home visiting models and applicable state, federal, and accreditation requirements. Training is delivered statewide to support child abuse and neglect prevention efforts and is offered through in-person, virtual, hybrid, conference-based, and learning management system platforms.
The candidate will work a hybrid schedule, with a mix of remote, in the field, and in-office work at the Children's Trust office in Boston.
The Home Visiting TrainingSpecialist will perform the following job duties and responsibilities:
Training delivery and Facilitation
Facilitate training to support statewide child abuse and neglect prevention efforts in a variety of modalities (virtual, in-person, hybrid/asynchronous, and/or recorded) on various home visiting and Healthy Families Massachusetts specific topics. This includes becoming trained, as needed, to deliver model-specific content including, but not limited to, Foundations for Family Support Core Training, Facilitating Attuned Interactions (FAN), evidence-informed home visiting curricula, validated parent-child interaction tools, and others.
Assess the diverse needs of learners, considering learning differences, and utilize varied methods of training instruction and delivery to accommodate, including delivering training in languages other than English, when possible
Stay current on the latest research on adult learning, training design and delivery, as well as content and integrate learnings to continually improve training modules
Create learning environments that encourage active participation and foster deep learner engagement
Facilitate sessions to support the expansion of reflective practice endorsements and credentials for home visiting professionals
Curriculum development & Resource Management
Develop home visiting training curricula that is responsive to the needs in the field and meets national model and/or federal requirements
Lead the development of model neutral, broadly applicable competencies for home visiting staff and oversee the content, delivery, and organization of training content and materials based in these competencies
Develop training objectives, competencies, and measures
Tailor materials to ensure they are relevant, accessible, and effective by considering the needs of the audience, learning objectives, insights from program collaboration, current events, etc.
Manage training materials, ensuring tools and technologies are up to date and prepared for each session.
Systematically and regularly update curriculum and materials based on trends in the field, updated research, needs of the learners, etc.
Lead the development of resources and materials to support learners with integration of training into practice after training is complete, in collaboration with the Director of Training Content and other Training Institute staff, as applicable
Provide content expertise for staff and stakeholders by staying current on the latest research and trends in the field of home visiting
Develop and implement multilevel training to develop skills necessary for new required practices
Manages the compliance of HFM training content aligned to the HFA state affiliate accreditation model
Ensure training content and delivery framework is in adherence with Healthy Families Massachusetts Program Policy
Ensure training content and delivery framework is in adherence with Healthy Families America accreditation requirements.
Ensure training content and delivery framework is in adherence with the Massachusetts Home Visiting Initiative requirements.
Develop summaries of required training elements for use during accreditation
Training Content Quality Assurance
Provide consultation and content guidance for internal staff and training consultants
Support training evaluation and implement a variety of methods that evaluate the effectiveness of training
Provide in-person and virtual trainer support through initiatives such as train-the trainer, community training programs, and engagement with contracted trainers and Children's Trust staff on training content
Assess Learner Understanding
Establish and implement assessments to measure training effectiveness, solicit learner feedback and gain insights into audience demand for additional training
Reflect on training and incorporate data/feedback from participants to add/improve future training sessions, facilitation skills, etc.
Analyze collected data, draw conclusions, present findings and provide recommendations for continuous improvement that may impact Home Visiting programs and Training Institute objectives, measures and overall quality
Support agency wide training evaluation efforts
Collaborate with stakeholders
Plan and collaborate with the Healthy Families Massachusetts Quality Assurance Team, Program Teams, and the Massachusetts Home Visiting Initiative training team to support program implementation through training and other technical assistance, as needed
Gather feedback and information from internal staff and external partners, including training think tanks, to ensure training is responsive and connected to needs in the field
Share data/feedback from learners, information about training issues and/or training requirement changes to stakeholders to stay aligned, responsive and maintain ongoing program improvements and quality assurance
Support the process to transfer and monitor content/courses to a Learning Management System (LMS) and integrate data collected via LMS
Work closely with the Director of Training Content and the Director of Training Services to develop the annual Training Institute training calendar for required training
Provide feedback to management staff to aid in expansion efforts and strategic goal planning
Provide insight into training issues and potential effects on program implementation to ensure all issues are considered in program, training and conference planning
Participate in the development and review of program-related policies and strategies as they relate to training content and delivery
Represent the Children's Trust on advisory councils and workgroups, as assigned
Content lead on planning and executing training components of the annual Celebration Day event, collaborating with CT event lead staff
Develops and Facilitates Communities of Practice
Leads the development and facilitation of role-specific networking opportunities for learners following their training for ongoing support with practice, reflection and implementation
Provides ongoing professional development skills refresher opportunities for learners
Observes, analyzes, and makes recommendations on training implementation in the field
Performs other duties as assigned
The successful candidate will have the following qualifications:
Experience in evidence informed home visiting
Knowledge of child abuse and neglect prevention and/or family support
Experience delivering training to participants with a diverse range of experience and education
Ability to develop training curriculum and materials
Knowledge of adult learning principles
Experience in family support practice
Strengths-based mindset and approach to working with families
Ability to establish positive relationships with diverse stakeholders and staff
Ability to champion diversity, equity, inclusion, and belonging
Strong oral and written communication skills
Strong attention to detail and multi-tasking skills
Ability to prepare and analyze charts, graphs, and tables
Knowledge of the methods of general report writing
Ability to understand, explain, apply and follow laws, rules, regulations, policies, procedures, specifications, standards, and guidelines
Ability to gather, analyze and determine the applicability of data, to draw conclusions and make appropriate recommendations
Ability to maintain accurate records
Professionalism
Customer service skills
Preferred Qualifications:
Association for Infant Mental Health Endorsement preferred
Learning Management System (LMS) and/or instructional design experience preferred
Bilingual in Spanish preferred
Training certification in evidence informed home visiting training curricula, including but not limited to Facilitating Attuned Interaction (FAN), Healthy Families America's Foundations for Family Support Core training, and/or other foundational training for evidence-informed home visiting models preferred
License, Certification and/or other requirements
Possession of a current and valid Massachusetts Class 3 Motor Vehicle Operator's License
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System Requirements
First consideration will be given to those applicants that apply within the first 14 days.
MINIMUM ENTRANCE REQUIREMENTS\: Applicants must have at least (A) three years of full time, or equivalent part-time, professional, administrative or managerial experience in business administration, business management or public administration the major duties of which involved program management, program administration, program coordination, program planning and/or program analysis, or (B) any equivalent combination of the required experience and the substitutions below.
Substitutions:
I. A Bachelor's degree with a major in business administration, business management or public administration may be substituted for a maximum of two years of the-required experience.*
II. A Graduate degree with a major in business administration, business management or public administration may be substituted for the required experience.*
III. A Bachelor's or higher degree with a major other than in business administration, business management or public administration may be substituted for a maximum of one year of the required experience.*
*Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
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$56k-85k yearly est. Auto-Apply 16d ago
Merchant Training and Oversight Specialist
American First Finance 4.1
Coppell, TX jobs
Description Merchant Training & Oversight Specialist The Merchant Training & Oversight (MTO) Specialist is responsible for delivering comprehensive training and oversight to merchants on the processes, policies, and program details of American First Finance's No Credit Needed payment solutions. This role plays a critical role in merchant success, ensuring they have the knowledge and tools to effectively utilize AFF's programs. MTO Specialists conduct training sessions remotely via phone and webinars, guiding merchants through the transaction process, best practices, and compliance requirements. The ideal candidate thrives in a fast-paced, high-volume environment, balancing multiple priorities while delivering exceptional service and education. What We Offer
Competitive Compensation + Growth Opportunities
Comprehensive Benefits Package (Medical, Dental, Vision, 401(k) Matching, PTO)
Collaborative & Fast-Paced Work Environment
Ongoing Professional Development & Training
Key Responsibilities
Conduct high-quality, remote training sessions for merchants via phone and webinars.
Serve as a subject matter expert on AFF's No Credit Needed payment solutions.
Educate merchants on best practices to enhance transaction efficiency and compliance.
Investigate and resolve merchant-related customer complaints, identifying knowledge or process gaps.
Monitor merchant advertising content to ensure compliance with AFF policies.
Collaborate with Sales, Compliance, and Customer Service teams to resolve high-priority merchant disputes.
Maintain detailed records of training sessions and merchant interactions in CRM and SharePoint.
Prioritize and manage assigned cases to meet performance SLAs and KPIs.
Identify opportunities to improve training content, processes, and merchant engagement.
Perform additional duties as assigned by leadership.
Qualifications & Experience
High School Diploma or equivalent required; College Degree preferred.
Minimum of 2 years of training, customer service, or call center experience.
Strong verbal and written communication skills, with the ability to present complex information clearly.
Proficient in Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms.
Excellent time management, organization, and attention to detail.
Ability to handle multiple tasks in a fast-paced, deadline-driven environment.
Comfortable with technology and digital platforms for training and case management.
Preferred Skills
Bilingual (English & Spanish) - Highly desirable.
Experience in training, coaching, or education roles.
Knowledge of consumer finance, merchant services, or compliance-related processes.
Key Competencies for Success
Customer Focus - Builds strong relationships, anticipates merchant needs, and delivers exceptional training and support.
Nimble Learning - Quickly adapts to new systems, updates, and process improvements.
Effective Communication - Presents information clearly and confidently, adjusting for different audiences.
Collaboration - Works effectively with cross-functional teams to ensure merchant success.
Resourcefulness - Efficiently manages multiple priorities and problem-solves in a dynamic environment.
About FirstCash Holdings, Inc. FirstCash Holdings, Inc. is the leading international operator of pawn stores and a premier provider of technology-driven point-of-sale payment solutions, both dedicated to serving cash- and credit-constrained consumers. With over 3,000 pawn stores across 29 U.S. states, the District of Columbia, and Latin America-including Mexico, Guatemala, Colombia, and El Salvador-FirstCash offers a diverse selection of pre-owned jewelry, electronics, tools, appliances, sporting goods, musical instruments, and more. In addition, our stores provide small, non-recourse pawn loans secured by pledged personal property, offering accessible financial solutions to the communities we serve. Through our wholly owned subsidiary, American First Finance (AFF), FirstCash also delivers lease-to-own and retail finance payment solutions for consumer goods and services. With a nationwide network of over 13,000 retail merchant partners, we help customers access flexible financing options tailored to their needs. With a workforce of approximately 20,000 employees across the U.S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As a recognized industry leader, the company is a proud component of both the S&P MidCap 400 Index and the Russell 2000 Index , reflecting our strength and stability in the market. Join FirstCash and be part of a company that values integrity, customer service, and growth. --------------------------------------- Note: The information contained in this description is not intended to be an all-inclusive list of the duties and responsibilities of this job or the skills and abilities required to do the job. Management has the discretion to assign/reassign duties and responsibilities to this job at any time. Duties and responsibilities may be subject to change at any time due to reasonable accommodation or other reasons.
Submission of your application confirms your “opt-in” desire to receive additional phone, text and email communications from the FirstCash Talent Acquisition Team. These communications include information about the specific job you applied for and other potential opportunities available at FirstCash. Message and data rates may apply. You can unsubscribe to text messages by replying STOP to the message at any time. You can unsubscribe from email communications by clicking unsubscribe, within the email, at any time. Visit
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for additional questions or information.
FirstCash Holdings, Inc. is an Equal Opportunity Employer FirstCash Holdings, Inc. is committed to the full inclusion of all qualified individuals. In keeping with this commitment, FirstCash will ensure that individuals with disabilities are provided with reasonable accommodation. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process; to perform the essential functions of the job; and/or to receive all other benefits and privileges of employment, please contact Human Resources at [email protected] or ************* Ext. 1
$48k-73k yearly est. Auto-Apply 60d+ ago
Training Specialist
Local Government Federal Credit Union 4.2
Raleigh, NC jobs
Apply Description
CIVIC CULTURE
Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.
ABOUT THE POSITION
The TrainingSpecialist plays a key role in preparing new Member Service employees for success. This position is responsible for facilitating role-specific training and hands-on learning experiences that help new hires gain confidence and competence in serving Civic members. The TrainingSpecialist delivers initial system and process training, leads structured on-the-job (nesting) sessions, and provides real-time coaching and feedback to help new employees transition smoothly into production. In addition to supporting new hire classes, the TrainingSpecialist conducts refresher and upskilling sessions as new products, services, or procedures are introduced. This role works closely with Team Leads, Quality, and Workforce Management to align training priorities with current service and performance goals. The TrainingSpecialist ensures training content reflects current processes, identifies opportunities to improve learning effectiveness, and helps maintain consistency across all areas of Member Services.
NORMAL DAY-TO-DAY WORK
Facilitate and deliver training to contact center representatives as they transition from new hire training to “nesting” with their assigned teams, using a variety of methods including virtual instructor-led sessions, in-person classes, computer-based modules, and other blended learning approaches.
Coordinate technical, soft-skill, and service-focused training within the department, incorporating interactive and scenario-based activities to reinforce learning.
Develop, maintain, and continuously improve course outlines, job aids, and other training materials to ensure relevance and clarity for contact center representatives.
Provide real-time coaching and support to new hires during the nesting phase to strengthen performance and confidence.
Review, edit, and validate process documentation for accuracy, compliance, consistency, and alignment with departmental standards.
Manage time and training schedules effectively to meet onboarding deadlines and class objectives.
Stay current on procedural updates, system changes, and product enhancements, ensuring onboarding content is revised promptly.
Partner with leadership and Workforce Management to plan and coordinate the seamless transition of new employees to their assigned teams.
Track and report trainee progress, engagement, and performance trends; share insights with leadership to guide follow-up support or coaching.
Actively identify opportunities to improve the onboarding experience through feedback, observation, and collaboration with peers and stakeholders.
Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.
JOB QUALIFICATIONS
Here are a few skills you MUST have to be qualified for this position.
4 to 6 years of experience delivering technical and non-technical training in a professional environment.
Demonstrated success in developing clear, engaging, and effective training documents and tools to support organizational learning.
Excellent written and oral communication skills, planning and organization skills.
Ability to effectively build relationships, contribute as a team member, work independently and collaboratively with multiple stakeholders.
Ability to function in an office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.
Ability to lift a minimum of 25 lbs. (file boxes, computer printer).
Travel required on occasion.
Here are a few qualities we'd LIKE for you to have to make you more suited for this position.
Bachelor's degree in Learning and Development, Education, Business, Information Technology, or related field.
Financial services knowledge and/or experience.
Customer service training experience.
Administration of a learning management system.
Experience with Fiserv DNA.
CPTD or APTD certification is preferred.
Familiarity with learning & development design tools (Articulate 360, Vyond, Adobe Creative Suite, etc).
If you have questions about this position description, please feel welcome to ask. You can reach our HR Department at:
Civic Human Resources
3600 Wake Forest Road, Raleigh, NC 27609
********************
$47k-61k yearly est. Easy Apply 14d ago
Training Specialist
Morgan Stanley 4.6
Los Angeles, CA jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
As a member of the Field Service organization within Wealth Management, the TrainingSpecialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms.
Key Responsibilities:
Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned
Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients
Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption
Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience
Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms
Assist with new hire onboarding, ensuring seamless transitions into the firm
Collaborate with key business partners across the firm to assist markets with additional platform support needs
Regularly track key metrics and key performance indicators to remain focused on delivering results
Share success stories with peers to drive a culture of collaboration and maximize impact
Education and/or Experience:
Minimum of 5 years' work experience in a field relevant to the position
Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing
College degree preferred
Knowledge and Skills Required:
Proven leadership and coaching abilities
Technically proficient and quick learner of new platforms and changes
Expert knowledge of basic personal computer, MS Office and internet applications
Advanced knowledge of Wealth Management industry
Excellent written and verbal communication skills to convey complex information effectively
Ability to adapt communication style to suit different audiences and learning styles
Exceptional organizational and time management skills to effectively manage schedules
Ability to analyze data to identify opportunities and drive results
Open to feedback and flexible to adjust approach based on feedback and evolving needs
Ability to manage relationships, motivate and lead groups of people at various levels
Team player, with the ability to also work independently
Knowledge of adult learning principles a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $85,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-125k yearly Auto-Apply 58d ago
Training Specialist
GCS Credit Union 3.1
Granite City, IL jobs
Company Profile Revity Credit Union is a not-for-profit financial institution that exists for the sole purpose of serving our members. Like banks, credit unions accept deposits, make loans and provide a wide array of other financial services. But as member-owned and cooperative institutions, any profits made by credit unions are returned back to members in the form of reduced fees, higher savings rates and lower loan rates.
At Revity, we live by the credit union philosophy of "people helping people" and believe that you, as an employee of Revity, have the power to change lives. Building on our legacy of STRENGTH, we serve as a beacon for continuous revitalization while keeping the same heart, the same values, that has led us to become a pillar in the communities in which we have served for more than 80 years.
We hire individuals who have the same passion to help people and the strength to lead with integrity. As a full-time employee of the credit union, you are eligible for medical insurance; 100% credit union paid dental and vision insurance; long term and short- term disability insurance at no cost to you; free life insurance and accidental death and dismemberment insurance; and a generous match on the 401(k) plan.
Role
The TrainingSpecialist will aid in developing, enhancing, and conducting new and existing Credit Union training programs for all Credit Union staff. This role assists the Learning Experience Manager in ensuring staff have the knowledge, skills, and competencies to deliver exceptional member service and drive organizational success.
Duties
* Facilitate new employee orientation sessions for all departments and on-the-job (OTJ) training for tellers, including but not limited to member service standards, negotiable instruments, cash handling, transaction processing, and system(s) navigation. Serve as lead for teller assessments with Branch Management and designated training staff.
* Maintain the Teller manual, making necessary updates as procedural changes dictate. Serve as the primary lead for the Procedure Review Committee, ensuring all proposed procedures are reviewed among applicable departments, handling questions, suggestions and communicating changes once approved.
* Partner with Branch Managers and department managers to assess effectiveness of training program, identify gaps, and develop training needs.
* Assist with maintaining the credit union's Learning Management System(s), assigning, tracking, and reporting for regulatory and organizational requirements. Assigning eLearning courses, as necessary.
* Create training materials, manuals, job aids, and other training resources. Assist in ensuring all training resources remain current on the Credit Union intranet.
* Assist in development, scheduling, presentation of content for weekly training across all Credit Union departments. Schedule, communicate, and retain records of departmental agenda topics.
* Remain current on learning & development trends, Credit Union best practices to enhance learning initiatives.
* Support the Learning Experience Manager in special projects related to training, education, service excellence, and other procedural initiatives.
Knowledge & Skills
* 1 to 3 years training facilitation experience, preference given to financial industry setting.
* Associate's degree in related field or commensurate experience
* Excellent oral, written and presentation skills.
* Proficient in MS Office (PowerPoint, Word, Excel, and Outlook).
* Ability to work independently with minimal supervision, continuously strive to learn new things, work under pressure, meet deadlines and multi-task effectively.
* Experience working in a credit union or financial institution
* Knowledge of Credit Union terminology and acronyms commonly utilized in the day-to-day communication of staff, policymakers and others involved in the credit union industry.
* Ability to mentor and coach employees at all levels
* Ability to work with multiple levels of employees up to and including management.
$39k-48k yearly est. 32d ago
Training Specialist
Northwest Community Bank 3.8
Canton, CT jobs
Reports to the EVP, SR. Human Resources Officer. Responsible for the development and execution of the Bank's internal training programs with an emphasis to streamline and standardize processes and improve performance. Collaborates in the assessment of developmental needs to prioritize and drive training initiatives within a budget. Design and deliver programs and implement effective methods to educate and enhance performance. Evaluates outside training vendors when necessary and oversees current training providers.
PRINCIPAL RESPONSIBILITIES
Develops and delivers training courses from standardized curriculum, using adult learning theory and accelerated learning techniques.
Collaborates with Department Managers; to create relevant training modules or modify and improve existing programs. Conduct follow up studies of all completed training to evaluate and measure results.
Develop training manuals, multimedia visual aids, and other educational resource materials within the guidelines of current processes and procedures.
Conduct standardized on boarding training for all employees.
Trains all Retail Staff on the use of all the COCC systems, Develop product training i.e.: Deposit, Online Banking, Mobile Banking, etc. Promote features and functionality.
Maintains a training calendar and communicates training opportunities through newsletters and other internal communication systems ensuring employees have knowledge, the flexibility to attend and advance notice to plan.
Delivers quarterly Sexual Harassment Training, procedure rollouts, mentoring and coaching sessions, etc.
Develops train the trainer programs and coaches' others involved in the training process. Works closely with Human Resources, Retail, Operations, Technology and Compliance, to assure training is aligned with new and existing policies and procedures to ensure uniformity. This includes career pathing for existing employees and partnering with schools for external career pathing.
Oversees all training programs and use of vendors, (ex BVS, CFT, CBA, etc) to assure consistency with Company Culture and that the Bank is getting the best return on its investment. Develops and monitors a training budget.
Participation in Bank projects for collaboration, training material and facilitation of project rollouts as needed.
Manages the planning, invitations, communication, meeting space, set up and breakdown of training sessions in various locations throughout the organization.
Exemplify the desired culture and philosophies of the Bank, working effectively as a team member with other members of management and the human resource staff.
EDUCATION/EXPERIENCE REQUIREMENTS
Bachelor's Degree in education, business administration or liberal arts. 3 -7 years' experience in Banking or business with at least 3 years in training or relevant experience. Outstanding verbal, written and presentation skills. Ability to foster organizational change. Knowledge of management, communication and presentation skills, adult learning, instructional design techniques and applications, technology, writing, research and organizational skills. Proven ability to lead by example, coach and mentor others and to assess needs and analyze data to reflect results. Must have computer skills including the internet and Microsoft Office, Outlook, Word, Excel , PowerPoint, and the use of computer graphics. Regular attendance is an essential function of this position. Ability to travel as needed.
INITIATIVE
Duties are fairly diverse in terms of the type of training being required. Works very independently seeking guidance to understand culture and interpretation of policy. Has influence in assessing training needs and communicating recommendations and information to management.
RESPONSIBILITY
Errors are generally contained within the organization causing more of a loss in time and effort than financially. Must have ability to present oneself in the most professional manner and ability to work and communicate with everyone within the organization, and outside professionals.
SUPERVISION
Does not directly supervise anyone. Has the ability to influence and guide others.
POSITION CONDITIONS
Normal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
$45k-61k yearly est. Auto-Apply 10d ago
Training Specialist
Northwest Community Bank 3.8
Canton, CT jobs
Reports to the EVP, SR. Human Resources Officer. Responsible for the development and execution of the Bank's internal training programs with an emphasis to streamline and standardize processes and improve performance. Collaborates in the assessment of developmental needs to prioritize and drive training initiatives within a budget. Design and deliver programs and implement effective methods to educate and enhance performance. Evaluates outside training vendors when necessary and oversees current training providers.
PRINCIPAL RESPONSIBILITIES
Develops and delivers training courses from standardized curriculum, using adult learning theory and accelerated learning techniques.
Collaborates with Department Managers; to create relevant training modules or modify and improve existing programs. Conduct follow up studies of all completed training to evaluate and measure results.
Develop training manuals, multimedia visual aids, and other educational resource materials within the guidelines of current processes and procedures.
Conduct standardized on boarding training for all employees.
Trains all Retail Staff on the use of all the COCC systems, Develop product training i.e.: Deposit, Online Banking, Mobile Banking, etc. Promote features and functionality.
Maintains a training calendar and communicates training opportunities through newsletters and other internal communication systems ensuring employees have knowledge, the flexibility to attend and advance notice to plan.
Delivers quarterly Sexual Harassment Training, procedure rollouts, mentoring and coaching sessions, etc.
Develops train the trainer programs and coaches' others involved in the training process. Works closely with Human Resources, Retail, Operations, Technology and Compliance, to assure training is aligned with new and existing policies and procedures to ensure uniformity. This includes career pathing for existing employees and partnering with schools for external career pathing.
Oversees all training programs and use of vendors, (ex BVS, CFT, CBA, etc) to assure consistency with Company Culture and that the Bank is getting the best return on its investment. Develops and monitors a training budget.
Participation in Bank projects for collaboration, training material and facilitation of project rollouts as needed.
Manages the planning, invitations, communication, meeting space, set up and breakdown of training sessions in various locations throughout the organization.
Exemplify the desired culture and philosophies of the Bank, working effectively as a team member with other members of management and the human resource staff.
EDUCATION/EXPERIENCE REQUIREMENTS
Bachelor's Degree in education, business administration or liberal arts. 3 -7 years' experience in Banking or business with at least 3 years in training or relevant experience. Outstanding verbal, written and presentation skills. Ability to foster organizational change. Knowledge of management, communication and presentation skills, adult learning, instructional design techniques and applications, technology, writing, research and organizational skills. Proven ability to lead by example, coach and mentor others and to assess needs and analyze data to reflect results. Must have computer skills including the internet and Microsoft Office, Outlook, Word, Excel , PowerPoint, and the use of computer graphics. Regular attendance is an essential function of this position. Ability to travel as needed.
INITIATIVE
Duties are fairly diverse in terms of the type of training being required. Works very independently seeking guidance to understand culture and interpretation of policy. Has influence in assessing training needs and communicating recommendations and information to management.
RESPONSIBILITY
Errors are generally contained within the organization causing more of a loss in time and effort than financially. Must have ability to present oneself in the most professional manner and ability to work and communicate with everyone within the organization, and outside professionals.
SUPERVISION
Does not directly supervise anyone. Has the ability to influence and guide others.
POSITION CONDITIONS
Normal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
$45k-61k yearly est. Auto-Apply 8d ago
Training and Development Coordinator
Northwestern Mutual 4.5
Skokie, IL jobs
General responsibilities
The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the TrainingSpecialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist.
More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management.
Qualifications & Desired Skills
Bachelor's Degree preferred, but not required.
Strong detail orientation and organizational skills
Project management skills
Skilled in Excel and tech-savvy in general
Works effectively with people at all levels and builds strong relationships
Effectively manages time to address multiple priorities at multiple levels
Adaptable and can navigate uncertainty with confidence
High-capacity, team-player with passion for helping others
Effective written and oral communication skills