Bank Trainer

Responsible for analyzing training needs and developing, delivering, and maintaining end-user training for the Bank's One View (Sales Force) platform. Works closely with Bank Operations, Application Support, Salesforce Administrators, business-line owners, and other stakeholders to support employee readiness, knowledge transfer, consistent system usage, and successful implementation of Salesforce changes and enhancements.

The primary focus of this position is Salesforce training; however, the Bank Trainer will assist with other bank-wide training programs and initiatives as needed.

Provides secure, accurate, responsive, and courteous customer service to both internal and external customers at all times while maintaining strict confidentiality. Serves as a trusted advisor to every internal and external customer by inspiring confidence and building lasting relationships through consistent demonstration of the Bank's trusted advisor skills.

Essential Job Functions:

• Analyzes Salesforce training needs and develops training plans to support new employees, existing users, system implementations, enhancements, and changes.
• Develops, delivers, evaluates, and maintains Salesforce end-user training, including curriculum, presentations, job aids, procedures, assessments, and other training materials, ensuring content remains current as systems, processes, and requirements change.
• Partners with Bank Operations, Application Support, Salesforce Administrators, business-line owners, and other stakeholders to identify training needs and support employee readiness, knowledge transfer, and adoption of Salesforce changes and enhancements.
• Translate system functionality, workflows, procedures, and process changes into clear, practical training and reference materials for end users.
• Supports implementation and change-readiness efforts by providing training and training-related communications for new Salesforce functionality, enhancements, and process changes.
• Gathers participant and stakeholder feedback, reviews training results and assessments, and recommends improvements to training content and delivery.

Other

Job Functions:

• Assists with new employee training plans, onboarding, and New Employee Orientation as needed.
• Assists with managing and maintaining TBT University and other online training systems, reports, and assessments.
• Assists with other bank-wide training programs and provides backup for other trainers as needed.
• Participates in cross-training opportunities to build knowledge of additional enterprise systems, bank processes, and business lines.
• Performs other duties as assigned that support the goals and objectives of the Bank.

• College degree or equivalent combination of banking, training, or enterprise-systems experience.
• Three to five years of banking experience preferred, with experience in employee training, facilitation, or enterprise applications beneficial.
• Experience with or working knowledge of Salesforce or a comparable enterprise business application preferred.
• Demonstrated ability to develop and maintain training materials, job aids, procedures, presentations, assessments, and end-user documentation.
• Strong facilitation, presentation, verbal, and written communication skills, with the ability to effectively communicate technical information to a variety of audiences.
• Strong organizational and time-management skills with the ability to manage multiple priorities, adapt to changing needs, meet deadlines, and maintain attention to detail in a fast-paced environment.
• Proficient in Microsoft Office programs, including Word and Excel; knowledge of banking software preferred.
• Strong customer-service orientation with the ability to maintain confidentiality of sensitive customer, employee, and Bank information.
• Ability to read, understand, and comply with applicable Bank policies, procedures, security requirements, and regulations.
• Must be willing to travel to Bank branch locations as needed.

General Physical Demands and Workplace Conditions:

• Must be able to exert up to 50 pounds of force occasionally, and up to 25 pounds of force frequently, and a negligible amount of force constantly to lift, carry, push or pull or otherwise move objects within the immediate work station.
• Must be able to walk, sit or stand frequently, up to 50% of the time.
• Must be able to tolerate encounters with coworkers and customers under the following conditions: atmospheric pollutants or allergens, including but not limited to fumes, odors, dusts, poor…