Position Type Full Time
The primary goal of this position is delivering training to retail banking employees which equip them with the knowledge, skills, and tools needed to perform their roles effectively and in compliance with regulatory standards. Southern Bank team members exhibit Southern Bank's values, which can be remembered with the acronym FIRSTS. We act as a family we care about people, both personally and professionally. We move with innovation we push for better ways to solve problems. We are rooted we're from here and deeply invested in making our hometowns the best they can be. We prioritize service we put others above ourselves. We build trust we strive to be reliable and trustworthy. We are a source of strength we have a capacity and resilience that has come through years of experience and growth.
Onboarding new Personal Bankers with foundational knowledge about bank products, systems, and procedures; assists, trains, and mentors all branch retail staff by being their primary point of contact for the region as a whole; collaborate with team members to review and update training and reference materials; participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary; promotes teamwork in the branches to ensure a positive overall customer experience; defines and offers solutions to resolve problems. Resolves more complex customer issues. Uses knowledge of the bank to identify helpful resources; identifies financial needs of customers and presents all appropriate product and service options by working cooperatively with appropriate internal team members; acts as business product and services expert in the branch; maintains thorough knowledge of bank regulatory requirements; takes ownership of the customer experience; maintains proficiency in bank products and services; prepares and compiles more complex new customer data to open new accounts; maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers; adheres to Southern Bank Telephone Standards; maintains reliable attendance with the ability to work a schedule that may include working nights, weekends, and holidays; must be able to assist at various branches across Southern Bank's footprint when needed and travel for training on a quarterly basis; must be able to assist in bank mergers which may require overnight stays for a week at a time; performs all other duties which may be assigned.
Demonstrated positive and helpful attitude toward both internal and external customers; ability to multi-task and work under high-stress situations; capability to work in different environments and adjust to different surroundings often; good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly to customers, employees and supervisors; good computer skills; excellent customer service skills. Education, training and experience requirements include one year of banking experience preferably in Front Line Retail or Operations; prior training experience preferred; high school diploma or equivalent. Core competencies include exhibiting Southern Bank's values, building customer loyalty, applied learning, and quality orientation.
Retail Training Specialist • Lone Jack, MO, United States
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