Under minimal supervision, the VP-Training and Development Manager creates, plans, and implements training programs, policies, and procedures for all branch employees. The incumbent collaborates with functional teams to assess ongoing training needs, future training and development needs, and the effectiveness of established programs. Research new training techniques and suggests enhancements to existing training content. Ensures that training resources and delivery methods are kept up to date and are effective. This position assists in producing and facilitating new hire curriculum, core system training, and ancillary product training. Creates an effective learning experience by role. Ensures learning content is relevant by identifying bank-wide trends and developments impacting branch and central operations. Partners with subject matter experts to help deliver training when needed. Presents training solutions on branch and central operations related policies, procedures, technology upgrades, and new technology implementations. Facilitates the development and implementation of employee performance measurements to gauge the success of programs and identify areas for improvement.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities include the following:
- Facilitates engaging and interactive training sessions, workshops, and seminars for employees at various levels within the organization, focusing on both technical banking and soft skills
- Coordinates necessary courses and materials for effective training including presentations, quick reference guides, multimedia visual aids, computer tutorials, and job aides
- Keeps abreast of updates to retail policies and procedures and develops training materials/courses to instruct on the changes, as necessary
- Collaborates with subject matter experts to design and update training materials, ensuring content is current, relevant, and aligned with business objectives
- Develops comprehensive learning paths for different roles within the branches, including onboarding programs for new hires, leadership development programs for emerging leaders, and specialized training for experienced staff
- Conducts training needs assessments to identify gaps and areas for improvement, utilizing surveys, interviews, and performance data. Develops tailored training solutions to address these needs
- Designs and implements innovative learning and development programs that incorporate various learning methodologies, including e-learning, instructor-led training, blended learning, and on-the-job training. Integrate industry best practices and cutting-edge techniques to enhance the learning experience and ensure the program's effectiveness
- Implements assessment tools to measure training effectiveness and gather feedback from participants to continuously improve training programs. Analyze feedback to refine and adapt training strategies
- Provides ongoing support and coaching to employees, helping them apply new skills and knowledge to their roles. Offer one-on-one coaching sessions and develop mentoring programs to support career development
- Ensures all training activities comply with regulatory requirements and maintain accurate records of training activities and outcomes. Prepare and present reports on training metrics and program success to senior management
- Delivers job-specific content during onboarding, including branch sales and service culture, introductions to transactions, and customer service/account opening training
- Reports to SVP-Head of Branch Banking on the progress and development opportunities of retail staff as well as the overall effectiveness of training programs. Makes recommendations to enhance programs, as needed
- Maintains monthly, quarterly, and annual branch and central operations training calendars. Assigns and schedules training, tracks attendance, and provides reporting related to completion status of required trainings
- Maintains knowledge of branch and central operations practices and the Bank's regulatory and compliance requirements
- Stays current with learning and development techniques and strategies
- Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
- Other duties as assigned
Supervisory Responsibilities: This role does not currently have any supervisory responsibilities, although this may change in the future.
Qualifications:
- Bachelor’s degree: Human Resources, Education, Business Administration, Communications, or a related field required
- Relevant certifications (e.g., CPLP, CPTD) preferred
- Minimum of 5 years of experience in learning and development, training facilitation, or a related role, preferably within the banking or financial services industry
- Strong presentation and facilitation skills
- Excellent communication and interpersonal skills
- Ability to design and implement effective training programs
- Proficiency in Microsoft Office Suite and learning management systems (LMS)
- Strong organizational and project management skills. Minimum 5 years branch operations experience
- Minimum 2 years bank corporate training or related retail banking experience
- Advanced technology skills, including proficiency with Microsoft office (Outlook, Word, Excel, SharePoint, Power Point) and banking software applications
- Excellent organizational and time management skills with proven ability to prioritize and manage workload
- Excellent relationship management skills
- Sound knowledge of banking operation practices, policies, products, and applicable regulations
- Excellent presentation skills
- Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization
- Strong interpersonal skills. Presents a positive and professional image. Effectively collaborates with diverse teams
- Flexibility to engage in frequent travel to visit branches
Physical/Mental Demands and Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Travel is required as needed and overnight travel is required occasionally.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review Fair Chance Ordinance.
Poppy Bank Notice to Applicants CCPA & CPRA
