Retail Training Specialist

Retail Training Specialist

Bank First Beloit (Grand Avenue) - Beloit, WI 53511

At Bank First, we're not just a bank—we're a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the "Best Banks to Work For". We combine professional excellence with a culture that truly values people. When you join Bank First, you're joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You'll Love Working Here

Imagine a workplace where:

• Your career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• You're part of a culture built on respect, collaboration, and empowerment

At Bank First, you don't just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

About the Role:

Retail Training Specialist

This position will be responsible for training efforts, with an emphasis on retail Teller/Customer Service Representative (CSR) training. They will ensure that we consistently execute exceptional customer service, as well as following proper teller and/or CSR procedures. Travel is required to support the branches and their training needs. This role will be accountable to the Retail Training Officer. This position will support offices in our northern footprint, including but not limited to:
Green Bay, Wautoma, Waupaca, Iola, Shawano, Appleton, Oshkosh, Denmark.

Key Responsibilities

• Develop and facilitate training programs for Frontline employees, with a specific emphasis on teller/CSR roles and the GUEST experience.
• Design training materials, presentations, and job aids, to ensure engaging and effective learning experiences.
• Stay updated on industry regulations, banking policies/procedures, products/services, and systems/applications to incorporate relevant information into training materials.
• Assess the effectiveness of training through feedback, evaluations, and performance, making any adjustments as needed.
• Will assist with retail training required for mergers and acquisitions.
• Be the Teller/CSR advocate and resource and an active participant in the front-line hotline and email center.
• Adhere to the company's Code of Ethics.
• Other duties as assigned.

Competencies

• Honesty, Integrity and Ethics
• Accountability
• Adaptability
• Decision Making
• Interpersonal / Customer Oriented
• Self Motivated
• Initiative
• Vision
• Innovative
• Coaching and Development
• Feedback
• Leadership
• Consulting
• Energetic / Enthusiastic
• Planning
• Presentation skills
• Oral Communication
• Written Communication
• Problem Solving
• Self Development

Skills/Knowledge/Abilities

• A minimum of one year of teller/CSR experience required
• A solid understanding of bank products and services
• Strong oral and written communication skills
• Proven project management experience (with limited supervision) required
• Strong time management skills required
• Training experience preferred

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.