What are the responsibilities and job description for the Training Generalist I position at FIRSTBANK SOUTHWEST?
Job Details
Job Summary: Responsible for providing support to the training department functions. This includes administrative tasks for the Bank’s selected LMS.
Education/Experience: A minimum of the following education/experience is required:
- High School Diploma/GED and 4 years’ experience in banking; OR
- Associate Degree and 2 years’ experience in banking
Job Specific Responsibilities:
- Administers LMS users and content.
- Provides audit or exam request information as requested.
- Researches training topics and items.
- Creates and prepares training content and materials.
- Maintains and displays a strong attention to detail.
- Schedules training sessions.
- Assembles and reconstructs training areas.
- Delivers training via in-person and virtually.
- Displays knowledge and proficiency in explaining processes and regulatory requirements.
- Maintains and displays knowledge of all Bank products, services, processes, and policies.
- Maintains records as required.
- Assists with Bank enhancements, product/service implementation, and other items as requested.
- Understands required documents to open consumer and business accounts.
- Maintains knowledge of consumer and business ownership types.
- Maintains and displays knowledge of marketing campaigns.
- Develops and maintains positive long-term relationships with customers.
- Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).
- Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.
- Other duties as assigned.
Required Technical Knowledge:
- General computer skills
- Microsoft Office, specifically Word, PowerPoint, and Publisher
Expectations of an Employee:
- Works well independently
- Treats all customers and fellow employees with respect
- Exceeds customer expectations
- Meets customer needs
- Maintain confidentiality of all bank records
- Conducts interactions with honest, ethical, and strong moral principles
- Performs at the highest level
- Takes responsibility for actions
- Does what is expected
- Leads by example and takes initiative
- Works as a team
- Efficiently shares information in a collaborating and proactive manner
- Pays attention to detail
- Solves problems
- Makes sound decisions
- Manages time effectively
- Prioritizes effectively
- Performs multiple tasks simultaneously
- Shows up for work and is on time
- Complies with all laws and regulations
- Completes all required training
- Adheres to Bank Values
Supervisory Responsibilities: None
Amount of Travel: 10%
Physical Requirements:
- May need to sit/stand for long periods of time
- Sustained visual concentration while working at the computer
- Typing on a keyboard for long periods of time
- Handle high stress environment
- Maintain professional appearance
Benefits Include:
- Medical, Rx, Dental, and Vision insurance
- HSA, FSA, and Limited FSA
- Employer paid and voluntary Life Insurance/AD&D
- Short-Term Disability
- Long-Term Disability
- Accident/Hospital Indemnity/Critical Illness voluntary plans
- Identify Theft Protection
- 401k with employer match
- Vacation, Sick Leave, and Holiday pay
- Tuition Reimbursement
- Gym membership discounts
- Annual payrate increases
- Incentive based bonuses
It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.
