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Consumer Training Specialist

Job Type: Full-time

Location: Parsippany, NJ

Summary:

As a Consumer Training Specialist, you will serve as a cornerstone of our organization's learning and development initiatives, focusing on empowering employees with the knowledge and skills necessary to excel in their roles. This role encompasses designing, developing, and delivering comprehensive training programs that are interactive, engaging, and tailored to address the dynamic needs of consumer banking.

This position is ideal for an enthusiastic individual with a passion for education and empowerment, a deep understanding of the banking industry, and a commitment to driving employee success. By bridging knowledge gaps and fostering a culture of continuous learning, you will contribute directly to enhancing customer satisfaction, team performance, and organizational growth.

Primary Responsibilities

  • Design & Delivery of Training:

    Create, deliver, and continuously improve training materials for diverse banking programs, ensuring clarity, relevance, and alignment with brand initiatives and product offerings.

  • Classroom Instruction:

    Lead training sessions for Bankers, covering operational systems, bank policies, transaction processing, currency handling, equipment operation, and customer-focused sales techniques.

  • Support & Collaboration:

    Collaborate closely with the Consumer Training Leader, and area managers to develop and refine training programs, especially in specialized areas like Cash Management, IRAs, and Lending.

  • Quality Control & Procedure Updates:

    Assist the Quality Control team in reviewing and updating consumer procedures, ensuring accuracy and adherence to regulatory and operational standards.

  • Coaching & Mentorship:

    Mentor bankers on delivering exceptional customer conversations and reinforce consistent practices through ongoing engagement and support.

  • Department Engagement:

    Act as a liaison between managers, bankers, and stakeholders, setting up follow-up training as needed and keeping teams informed on training progress and requirements.

  • Operational Expertise:

    Resolve technical issues for branch staff, maintain expert knowledge of core banking systems, and provide guidance on operational discrepancies like scanning, cash, and bond differences along with Central Operations.

  • Compliance & Confidentiality:

    Adhere to all regulatory and bank policies, including Bank Secrecy Act regulations, customer privacy policies, and security protocols.

  • Reporting & Assessment:

    Provide regular updates to the Consumer Training Leader, especially regarding onboarding new hires and assessing their progress.

  • System Management:

    Keep training records updated in Cornerstone LMS, ensuring all Consumer Banking employees meet training requirements, including New Hires and ongoing training for existing Bankers.

Additional Responsibilities

  • Work with Consumer Training Leader to develop and conduct training on product features, benefits, and cross-selling strategies.

  • Conduct refresher courses and new updates to ensure bank staff meet current regulatory requirements.

  • Continuously assess and improve training programs to ensure alignment with Organization strategic goals.

  • Responsible for testing and reviewing new products in MyData database and reporting any discrepancies to Central Operations team.

  • Coaching & Mentorship: Mentor bankers on delivering exceptional customer conversations and reinforce consistent practices through ongoing engagement and support.

  • Monitor and evaluate understanding of compliance policies among employees, providing additional support as needed.

  • Co-owner of overseeing the management of KABA lock assignment and integrity and KABA lock report.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

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