22 days old

Learning and Development Specialist - Retail Banking

HomeTrust Bank
Asheville, North Carolina 28806
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift

Role summary:


The Retail Learning and Development Specialist will be responsible for the development and training of Retail employees through a variety of learning methods including classroom facilitation, on-line opportunities, and webinars. Focus will be on product knowledge, customer service skills, sales skills, system knowledge, policies and procedures.


This position is responsible for course and content development and delivery of retail training to all new hire and existing employees. Maintains current knowledge base on all bank policies and procedures, compliance regulations and security measures. Actively learns, demonstrates, and fosters the HomeTrust corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate.


specific job functions:


  • Coordinate and deliver training to new and existing retail employees in the areas of service, sales, systems, compliance, security, policies, and procedures.
  • Perform needs assessments to identify performance improvement solutions.
  • Utilizes appropriate instructional design methods to prepare learning programs to meet bank-wide needs.

  • Develop creative classroom activities using various techniques to enhance the learner’s experience and reinforce major course objectives.
  • Assist in the design, development and maintenance of training solutions for a variety of mediums (i.e. classroom, web-based, blended learning). Utilizes appropriate applications to develop on-line courses and webinars.
  • Prepare and distribute training aids such as instructional material, handouts, evaluation forms, and visual aids.
  • Conduct follow-up and evaluation of trainees through branch visits and correspondence with trainees and supervisors to ensure transfer of knowledge.
  • Remain current on all new and updated policy and procedures affecting retail employees, and continue professional development in the field of training through available resources (e.g., ASTD, journals, newsletters, web sites, etc.).
  • Serve as a liaison to retail and support personnel relating to training and bank operations policy and procedures.
  • Administers Learning Management system for retail deposit users, coursework and reporting.
  • Builds required cross-functional relationships to ensure bank training needs are being met.
  • Perform special projects and other duties as assigned.


knowledge/skills required:

  • Knowledge of all HomeTrust Bank retail products and services.
  • General knowledge of Bank deposit and investment products and services.
  • Knowledgeable on learning methodologies and instructional design.
  • Demonstrated experience in instructional and content design using multiple platforms; instructor led, online, and other.
  • Strong facilitation skills with demonstrated ability to present information in a clear, concise, and confident manner
  • Demonstrated excellent attention to detail.
  • Well refined and polished communication skills.
  • Successful completion of in-house training program (if available) or approved outside training program.
  • Familiarity with all federal and state banking regulations pertaining to lending and consumer compliance, including fair lending laws.



Physical and Mental Qualifications:

  • Ability to understand, and use Bank policies and procedures to ensure operational efficiency and regulatory compliance.

  • Ability to communicate positively and effectively one-on-one and in small group meetings or presentations.

  • Ability to understand and/or convey detailed or important instructions or ideas accurately and quickly if necessary.

  • Ability to think and act independently within guidelines and limitations of Bank policy and assigned personal authority.


Competencies Required:


Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.      


Interpersonal Savvy: Relates well to all kinds of people – up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably.


Managing Diversity: Manages all kinds and classes of people equitably; deals effectively with all races, nationalities, cultures, disabilities, ages, and both sexes; hires variety and diversity without regard to class; supports equal and fair treatment and opportunity for all.


Patience: Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process.


Planning: Accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into the process steps develops schedules and task/people assignments; anticipates and adjusts for problems and roadblocks; measures performance against goals; evaluates results.


Presentation Skills: Is effective in a variety of formal presentation settings; one-one-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working.


Written Communications: Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.  


Personal traits:

  • Presents a professional, business-like manner and appearance.
  • Ability to carry out detailed instructions and to instruct and education retail banking employees in a positive and upbeat manner.
  • Must be collaborative, diplomatic and team-oriented; this role will work closely with a team of Learning Specialists and Managers across the organization.
  • Technically savvy, detail and task oriented.



job requirements:


  • Four year degree in business related field or a combination of experience and education

  • 2+ years experience in a training role; strong preference for bank related training.

  • Experience with Learning Management system administration and reporting preferred.

  • Previous banking experience in a retail branch environment.

  • Demonstrated competency with personal computer use, with good understanding of financial institution systems, products and services.


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Learning and Development Specialist - Retail Banking

HomeTrust Bank
Asheville, North Carolina 28806

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Learning and Development Specialist - Retail Banking

HomeTrust Bank
Asheville, North Carolina

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