Regional Retail Trainer

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The Position

Job Title

Regional Retail Trainer

Job Description

SUMMARY

This position is responsible for the development, delivery of training on various topics and programs, and ensuring training needs are met throughout the organization.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

· Coordinates and facilitates new hire onboarding, ongoing training, and role-specific learning opportunities, partnering with hiring managers to support a successful onboarding journey and address additional training needs as they arise.

· Partners with Regional Retail Management and Community Bank leadership to identify training needs, address knowledge gaps, and develop learning solutions that support Community Bank needs.

· Proactively communicates training schedules, updates, learning observations, and relevant follow-up information to Community Bank leadership and appropriate stakeholders.

· Identifies learning opportunities during Community Bank visits and partners with leadership to recommend training resources and solutions that support employee knowledge and skills.

· Coordinates training schedules, enrollment, attendance, and completion records using the Learning Management System (LMS) and other applicable tools.

· Develops and maintains training materials, job aids, and basic digital learning resources in collaboration with Learning & Development, following established standards.

· Serves as a project support for various including large scale training events and projects as requested or required.

· Gathers and evaluates learner feedback, training outcomes, and other relevant information to identify opportunities for improving training effectiveness.

· Prepares training environments, materials, and technology to support a positive and effective learning experience, troubleshooting technical issues as needed.

· Assists with on-going refresher training as a result of promotions or other job changes.

· Maintains current knowledge of relevant Retail Banking systems, products, services, policies, and procedures to ensure training content is accurate and aligned with business practices.

· Facilitates engaging, learner-centered training experiences that incorporate discussion, real-world scenarios, hands-on practice, and opportunities to apply knowledge and skills.

ADDITIONAL DUTIES AND RESPONSIBILITIES

· Collaborates with Regional Retail Training Team and Learning & Development on projects impacting the bank.

· Travels approximately 25%–50% of the time to support training needs across assigned Community Banks and other locations, including periodic team meetings and events, as needed.

· Attend additional trainings as assigned by manager.

· Provides training support to other regions as business needs require.

EMPLOYEE SPECIFICATIONS

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

EDUCATION AND WORK EXPERIENCE

· Bachelor’s Degree or equivalent preferred

· Minimum 5 Years Work Experience preferred

· Previous relevant experience (teaching, public speaking, coaching, others) preferred

· Banking Knowledge Preferred

KNOWLEDGE AND SKILL REQUIREMENTS

· Presentation Skills – Strong presentation and facilitation skills, with the ability to communicate information clearly and engage learners in both in-person and virtual environments.

· Strong Interpersonal skills to connect with a diverse group.

· Superior Communication Skills - Strong verbal and written, including ability to engage and motivate learners.

· Emotional Intelligence/Empathy Skills – identify, understand, and connect with learners to meet them where they are on their learning journey.

· Organization Skills - Strong organizational and time-management skills, with the ability to coordinate training schedules, maintain accurate records, and manage competing priorities.

· Ability to design training materials which creates positive learning outcomes.

· Demonstrates a collaborative, team of teams approach and the ability to build effective partnerships across departments and lines of business.

· Possess the ability and willingness to prioritize, plan schedule and arrange own activities in accomplishing objectives under minimal supervision.

· Demonstrates adaptability, receptiveness to feedback, and the ability to adjust approaches in response to changing business needs, priorities, and learner feedback.

· Proficient in Microsoft Outlook, Word, Publisher, Power Point & Excel.

· Exceptional Understanding of Audio/Visual Principles and Adult Learning Theory.

· Experience facilitating virtual learning courses.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization

All Locations:

Austin-Seven Oaks, Marble Falls, Seguin-Main

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.