Training Specialist

• Participate in project discussions and vendor-led learning sessions to gain working knowledge of business systems and related processes
• Create clear training materials, job aids, presentations, and print-ready learning resources that align with organizational standards
• Collaborate with subject matter experts and stakeholders to identify department-specific learning needs and ensure content accuracy
• Plan and organize training schedules, class logistics, and delivery strategies for audiences that may range from small groups to larger cross-functional teams
• Facilitate live training sessions in virtual settings and, when needed, provide onsite instruction near key implementation milestones
• Support the development of training tied to core banking platforms, teller tools, account opening applications, online banking solutions, document storage systems, and electronic signature platforms
• Contribute to change impact conversations by helping employees understand new workflows, updated procedures, and operational expectations
• Work with internal teams to maintain training plans, capture key topics, and prepare for future rollout phases and continued learning support

• At least 5 years of experience in training, instructional delivery, or learning content development
• Hands-on proficiency with Microsoft Word, PowerPoint, Teams, and Adobe editing tools
• Demonstrated ability to design training materials and lead live instruction for business users
• Confidence presenting to groups and communicating clearly in both virtual and in-person environments
• Experience partnering with subject matter experts to turn technical or procedural guidance into effective training content
• Strong writing skills with the ability to follow style guides and produce high-quality instructional materials

Background in financial services training is preferred

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan