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Treasury Management Trainer

Work from home Full-time role Hiring

• Sponsorship not available*** Supervisor Disclaimer Supervisory Responsibilities: Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on–the-job training, develop associates’ skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for FTEs and other duties associated with managing a staff Job Responsibilities

  • Design and develop training programs for Treasury Management products, services, systems, and processes, including curriculum, job aids, and supporting materials
  • Deliver engaging training sessions through instructor-led, virtual, and self-paced formats to support onboarding and ongoing associate development
  • Assess training needs by partnering with TM leadership, sales and relationship, support and operations, and product teams to identify knowledge gaps and performance improvement opportunities
  • Evaluate training effectiveness using feedback, assessments, and performance metrics, making enhancements to continuously improve learning outcomes
  • Maintain and update training content to reflect changes in products, systems, regulatory requirements, and business processes
  • Support new product launches and system implementations by developing and delivering targeted training programs and resources
  • Serve as a subject matter resource on Treasury Management products and processes, providing guidance and support to associates as needed
  • Promote knowledge retention and application through reinforcement strategies such as follow-up sessions, coaching, and reference materials
  • Collaborate with cross-functional teams, including Product, Operations, Compliance, and Risk, to ensure training content is accurate, relevant, and aligned with business objectives
  • Leverage learning technologies and tools to enhance delivery, track participation, and measure training effectiveness
  • Ensure training aligns with regulatory and compliance standards, reinforcing risk awareness and adherence to internal policies
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

Competencies

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Leadership/Management Skills
  • Ability to build collaborative relationships
  • Ability to develop or mentor others
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Able to Multi-Task or Juggle Priorities
  • Problem/Situation Analysis
  • Technical Expertise
  • Strategic Planning and Decision Making
  • Creativity

Experience 4-6 Years Experience in banking, learning & development, or education Job Requirements At a minimum employees must obtain a High School Diploma or equivalent. A Bachelor’s Degree in education, communication, business-related field, or equivalent relevant work experience is preferred. Preferred License/Certification Certification in Instructional Design or Curriculum development, preferred. Physical Requirements This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information. Additional Information This role has potential to support commercial teams as a shared resource to enhance cross-selling and alignment.

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