Learning & Development Specialist

About the Organization Point Bank has been an independent, locally-owned community bank serving Denton County, Texas since 1884 - over 135 years! Currently, we have nine branches conveniently located throughout Denton County. We, at Point Bank, would like to invite you to use our banking services, as well as consider joining our team of dedicated employees! Point Bank's mission is to make every customer feel like the only customer so they refer their family and friends.

To accomplish this, we provide a fun and professional environment where employees are challenged to be the best version of themselves.

Learning and Development Specialist

Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank’s growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.

This position is classified as Exempt under the Administrative Exemption of the FLSA.

• Train in all areas of banking.
• Confer with management, supervisors and employees to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies.
• Coordinate training schedule with the hiring and training demands of the branches.
• Formulate training curriculum and determine instructional methods such as online training, training videos, departmental checklists, individual one-on-one training, group instruction, seminars, conferences, workshops, meetings, etc.
• Select or develop teaching aids such as training handbooks, demonstration models, multimedia visual aids, computer tutorials, reference works, etc.
• Conduct training sessions covering specified areas such as compliance training, on-the-job training, refresher training, etc.
• Develop an annual training calendar to ensure all employees are receiving the required compliance training.
• Assign, monitor and follow-up on all required ABA training for all bank employees with the coordination of the Point Bank Compliance Officer.
• Test trainees to measure progress and to evaluate effectiveness of training.
• Continually track and report progress of trainees during training periods.
• Maintain trainee personnel records.
• Make suggestions on improving work procedures & policies.
• Develop strong relationships with all branches & departments to develop course materials and receive feedback.
• Assist with writing procedures.
• Assist with creating/revising forms.
• Provide support for tellers and personal bankers.
• Attend all meetings and complete all training required to ensure regulatory compliance.
• Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
• Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
• Responsible for making suggestions to improve branch/departmental operations and overall bank.
• Perform other duties and assignments within the bank at Management’s request; accept periodic cross-training.

Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)

Telephones-F

Copier/Fax Machine-F

Computer-F

Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.

Stooping/Crouching-O

Standing/Walking-O

Sitting-F

Pushing/Pulling/Lifting-O

Fingering/Grasping-F

Repetitive Motions-F

Talking/Hearing-F

Reading/Writing-F

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