Training & Development Specialist - Wealth Management

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

At Regions, the Training Consultant - Subject Matter Expert works with management to determine training needs, recommend solutions for associate performance issues, and use consultative skills to uncover needs and negotiate the best solutions.

Primary Responsibilities

• Researches current trends in the topic area, shares with client partners, and synthesizes findings to support learning objectives
• Remains current on industry trends and developments
• Helps to assess and provide feedback regarding associates' acquisition of knowledge and skill at the completion of training
• Recommends additional self-development or training activities to promote skill development
• Designs learning items based on accurate, current information consistent with sound theories and principles of adult learning (e.g., adults desire practical application, adults learn best if they have control over the learning environment)
• Assesses and meets the professional development level and characteristics of target audiences
• Writes learning objectives based on participants' level of knowledge and experience and area descriptive of desired outcomes
• Chooses the appropriate instructional methods and materials for the proposed learning objectives (i.e., self-reflection, group discussions, demonstrations, multimedia presentations, visual aids)
• Develops measurable learning objectives and evaluates audience understanding during and after training
• Delivers training based on principles of adult learning, using a variety of instructional methods and media appropriate for the proposed learning objectives (i.e., group discussion, questions, teams, role-play, skill drills, games, and visual aids/multi-media presentations)
• Facilitates experiential learning activities by clearly explaining instructions, providing ongoing direction and feedback, guiding trainees in processing the experience and drawing conclusions, and resolving issues when activities do not progress as expected or achieve learning objectives
• Connects learning points throughout the course by building on prior concepts, incorporating participant feedback, and reinforcing how individual topics support overall learning objectives
• Utilizes technology and communication strategies to reinforce learning and build skills by preparing associates for training and providing ongoing follow-up, coaching, and reinforcement after training
• Applies curriculum sequencing and organization principles to arrange content and design activities that create a coherent, integrated learning experience
• Possesses specialized depth and/or breadth of expertise of the assigned discipline and broad knowledge of related disciplines within the function
• Interprets internal or external issues and recommends solutions/best practices
• Solves complex problems; takes a broad perspective to identify solutions
• Works independently, with guidance in only the most complex situations
• May lead functional teams or projects

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. 

Requirements

• High School Diploma or GED
• Five (5) years of experience
• Demonstrated knowledge of business operations, processes, systems, products, and regulatory requirements within the supported line of business
• Experience serving as a subject matter expert, delivering training, coaching associates, or supporting business initiatives and process improvements

Preferences

• Bachelor’s degree

Skills and Competencies

• Ability to coach and train others
• Ability to engage an audience and proactively identify learning gaps, and incorporate solutions
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite
• Strong critical thinking skills
• Strong knowledge of curriculum development and content sequencing

• Possesses specialized expertise in Private Wealth Management, Trust Operations, and Fiduciary Support.
  

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time

• 401K with Company Match

• Medical, Dental and Vision Benefits

• Disability Benefits

• Health Savings Account

• Flexible Spending Account

• Life Insurance

• Parental Leave

• Employee Assistance Program

• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.