TM Quality Training Partner

Primary Purpose: (Summary of major reason this job exists)

Treasury Management is dedicated to delivering the highest level of service by empowering their employees with the knowledge and tools necessary to assist a customer with any and all needs. The TM Training Specialist will actively contribute to the knowledge, development, and training of both internal associates and external clients. This person will be a Treasury Management subject-matter expert (SME) helping both internal and external clients achieve a level of comfort. As an SME, the TM Training Specialist will be a resource for all systems, policies, and standard operating procedures within the department. They will perform learning needs analysis by utilizing call listening, case review, partnering with internal teams, and other stakeholders to determine future training needs. In addition, the specialist will perform review of all policies and procedures for completeness and accuracy within Treasury Management Support. They will ensure that as changes occur in the environment; policies, procedures, and training materials are reviewed and updated as needed; and coordinate training for team based on changes identified. Ensure that all policies and procedures are located in a single repository for ease of access, and partner with Risk for assessment of procedures and audit reviews.

Principal Duties and Responsibilities:

Create and manage course content (e.g., presentations, job manuals, job aids)

• Effectively communicate and convey a message to a classroom in such a way that everyone understands the material
• Create and manage training guides and recordings
• Must be versatile and flexible based on the schedules and special needs of the trainees
• Conduct quality monitoring reviews to identify training opportunities
• Compile performance evaluations of each trainee to review with management
• Ensure continuous improvement of the training material to deliver the most effective results
• Conduct training for internal support team and outsourced partners
• Maintain inventories for all policies and procedures within Treasury Management Support functions
• Manage intake process for new procedures and changes to existing procedures
• Ensure all procedure documentation is clear and easy for associates to understand
• Review and update procedures as new processes are identified
• Build expert level understanding of policies and training material for TM Support functions
• Maintain a thorough knowledge of Treasury Management products, policies, and technology
• Maintain communication with other lines of business to ensure processes remain current and effective

Job Specifications: (Knowledge, skills, and abilities normally required for competent performance in the job)

• Previous training experience
• Ability to understand complex issues and processes
• Critical thinking skills
• Strong organizational skills
• Outstanding problem-solving skills
• Strong PC skills - ability to document processes
• Ability to work under pressure, managing multiple priorities in a dynamic and fast paced environment
• Knowledge and understanding of general banking
• Ability to work effectively in a team environment
• Excellent verbal, written, and interpersonal communication skills
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to motivate trainees to prioritize work, meet deadlines, and achieve goals
• Self-directed and motivated to accomplish goals
• Excellent time-management skills
• 3+ Years of Training and Development experience

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.