Learning Consultant - Credit

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

DESCRIPTION

This Learning Consultant is primarily responsible for the delivery of training programs enabling production results and advancement skills with primary focus on credit expertise.  Training programs include yet not limited to divisional new hire, career development, credit administration, merger/acquisition, process transformation, policies, procedures, systems, operations, sales, products, and regulations.

PRIMARY RESPONSIBILITIES

Training Delivery & Development

•              Develop and deliver training programs to build and strengthen credit expertise.

•              Foster an interactive learning environment with a variety of effective learning methods.

•              Leverage new ideas, creative approaches, and media/technology for forward-thinking learning.

•              Serve as a coach and mentor to employees for career and professional development.

Consulting & Partnership

•              Consult with bank workgroups to evaluate areas of credit strengths and opportunities.

•              Provide recommendations and solutions for continuous improvement.

•              Partner with bank workgroups to build relationships and expand knowledge/resources. 

•              Research industry trends and leverage best practices related to learning & development.

•              Analyze credit results and course data to identify trends for improved learning and effectiveness.

Accountability

•              Maintain and submit class rosters timely in learning management system.

•              Prepare and submit expense reports accurately and in accordance with bank guidelines.

•              Manage time effectively and adhere to work/personal time-off bank guidelines.

•              Ensure training materials and training room are prepared and ready as appropriate.

Culture Champion

•              Advocate our culture by providing prompt, efficient, and exceptional customer service.

•              Build internal and external relationships with customers.

•              Demonstrate a commitment to the Company’s core values.

•              Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.

•              Participate with community organizations and in community projects.

•              Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

•              Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.

•              Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

EDUCATION / EXPERIENCE

• Minimum of four (4) years generating sales as a commercial lender or team leader and/or servicing loans, products, or services as a credit officer or portfolio manager for a line of business.
• Minimum of four (4) years of deal team experience; SouthState culture or similar in action. 
• Bachelor and/or Associate degree in Business, Finance, Accounting, or related field is preferred.
• Training Delivery experience preferred.
• Proficient with lending systems (nCino) preferred.
• Proficient with Microsoft Excel preferred.
• Proficient with Microsoft Copilot preferred.
• Experience with Customer Relationship Management (CRM) systems preferred.

SKILLS NECESSARY

• Excellent presentation, communication, and interpersonal skills.
• Excellent time management, organizational skills, and attention to detail required.
• Excellent computer skills required, especially Microsoft Office.
• Ability to prioritize tasks, think and work independently.
• Ability to exercise good judgment to analyze and problem solve situations that arise.
• Ability to exercise personal and professional responsibility and work with limited direction.

 TRAVEL

• Travel may be required to attend corporate meetings, team workshops, career development, site visits, deliver training, acquisition/merger support, etc.

WORK ENVIRONMENT

• Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable).  Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Benefits | SouthState Careers

Equal Opportunity Employer, including disabled/veterans.