Client Training and Development Specialist

The Opportunity

The Client Experience Training and Development Specialist strengthens how clients are served by building consistent, high-quality learning for frontline teams across Teller Services, Relationship Banking, the Client Contact Center, and Treasury Management Support. You’ll design and refresh curriculum, create engaging materials (e-learning, workshops, job aids), and lead new-hire onboarding plus ongoing education for current colleagues. You’ll also coordinate and deliver sessions in person and virtually, measure training impact, and partner with department leaders to keep learning aligned to service standards and operational needs.

Required qualifications/skills:

• High School Diploma or GED
• 3–5 years in training and development (banking/financial services preferred)
• Strong working knowledge of core banking operations listed above
• Skilled facilitator/communicator for diverse adult learners
• Ability to design, implement, and evaluate programs; problem‑solving mindset
• Experience with LMS, virtual training tools, and e‑learning authoring
• Adult learning frameworks (ADDIE, Bloom’s, Kirkpatrick) preferred

Apply to help elevate client experiences through practical, effective training.

You’ll typically begin by checking recent feedback, quality results, and any policy updates, then fine‑tune a lesson, quick‑reference guide, or e‑learning piece so it’s ready for frontline use. Later, you might facilitate an in‑person onboarding block, then switch to a virtual refresher for an established group. Throughout the day, you’ll touch base with leaders to confirm priorities, sit in on live client conversations to see what’s working, and capture practical coaching takeaways.

Before wrapping up, you’ll record outcomes, schedule follow‑ups, and queue the next round of updates so learning stays consistent and easy to apply.

Medical, Dental, and Vision insurance; 401(k);
Life Insurance;
Flexible Spending Account (FSA);
Competitive Salary;
Paid Time Off; bank‑paid short‑term and long‑term disability insurance; and Pet insurance.