Training and Development Specialist

GENERAL FUNCTION:

Responsible for assessing organizational learning needs and designing, developing, implementing, and evaluating learning and development programs that support operational excellence, regulatory compliance, onboarding, leadership development, technical proficiency, and Team Member growth. Partners with business leaders and subject matter experts to create learning solutions that improve performance and support strategic business objectives.

ESSENTIAL FUNCTIONS:

Training Strategy, Design, and Delivery
• Design, develop, and implement training programs that support onboarding, technical skills, compliance requirements, and professional development needs.
• Apply adult learning principles, appropriate development models, and scenario-based learning methods to improve knowledge retention and job application.
• Facilitate engaging training sessions in in-person, virtual, and blended formats for Team Members across the organization.
• Create effective learning materials, including presentations, guides, e-learning modules, job aids, and other resources that support consistent training delivery.
• Support implementation and optimization of learning technologies, including LMS platforms and digital learning solutions.
• Partner with HR, Management, Technology, Compliance, and department leaders to support onboarding programs and ensure new Team Members receive the training, tools, and resources needed to integrate successfully into their roles and the company culture.
• Support Team Member development planning by partnering with managers to identify skill-building opportunities, individual development plans, and succession-planning needs.

Training Administration
• Conduct training needs assessments using surveys, interviews, performance data, and feedback to identify gaps in knowledge, skills, and performance.
• Assist with administration of the company’s learning management system (LMS), including course assignments, content updates, training records, progress tracking, and reporting.
• Collect, analyze, and interpret learning data and business performance metrics to assess training effectiveness, identify trends, and support data-driven recommendations.
• Evaluate training effectiveness through assessments, feedback, performance indicators, and post-training results; recommend updates to improve program quality and business impact.
• Collaborate with HR, Management, Technology, Compliance, department leaders, and subject matter experts to ensure training programs are accurate, timely, relevant, and aligned with operational goals.

Compliance (this section is the same for all Bank Team Members)
• Review the Bank’s information security guidelines regularly and avoid activity that could expose the Bank to malware, scams, and fraud. Follow all guidelines for securing your accounts, access, systems, and information. Be proactive in identifying threats to information security and relay concerns to the information security team.
• Diligently protect confidential information and assist the Bank in ensuring that all confidential and sensitive information is handled appropriately.
• Maintain an active awareness and understanding of policies, procedures, designated authorities, regulations, and laws, including but not limited to, the Bank Secrecy Act, Anti-Money Laundering Act, Red Flags, Consumer Privacy, Fair Lending, other applicable lending laws, etc. Follow these at all times.
• Communicate openly with supervisors and other management about policies, procedures, work conduct, and job functions. Ask questions to clarify any uncertainty when issues arise.
• Address with your supervisor questions about suspected violations of policy and procedure, and other laws and guidelines, as outlined in the Code of Conduct, including but not limited to Bank Secrecy Act, Anti-Money Laundering Act, lending laws, etc.
• Participate in training sessions and policy updates as necessary. Assist with coordination of scheduling as appropriate.

Other (this section is the same for all Bank Team Members)
• Maintain focus and professionalism at work; reserve personal matters for personal time. Be teachable, flexible, manageable,…