Training Facilitator

Posted 11 Days Ago
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Hyannis, Barnstable Town, MA, USA
Hybrid
14-14 Annually
Junior
Fintech • Software • Financial Services
The Role
The Training Facilitator delivers structured training programs within retail banking, supporting employee development and ensuring a positive learning environment.
Summary Generated by Built In

                                                                                                                                                          

Salary Grade: 14

SUMMARY:

The Facilitator I role is instrumental in supporting Mutual Bancorp and our family of banks’ culture of continuous learning and employee development within retail banking. Under the guidance of the Training Supervisor, they are responsible for facilitating in-person and live-remote training to create pathways for employee success, including guiding colleagues to achieve instructional and performance objectives and goals, facilitating and debriefing learning activities, and monitoring the in-class progress of learners.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

The following tasks are performed under guidance and coaching of the Training Supervisor or a mentor:

  1. Facilitate Instructor Lead Training (ILT) for various levels of the employee journey such as new employee orientation and retail banker training.
  2. Communicate with an appropriate volume and pace.
  3. Demonstrate basic confidence in presentation.
  4. Communicate objectives and directions clearly from provided guides.
  5. Check for understanding using basic questioning.
  6. Interact with learners in a professional and respectful manner.
  7. Identify learner concerns through listening and responding appropriately
  8. Provide general, supportive feedback to learners.
  9. Maintain a positive learning environment.
  10. Present with a positive tone.
  11. Adhere to a facilitator guide – including timing, content, examples, activities, and debriefs.
  12. Identify low partition and encourage involvement.
  13. Demonstrate foundational knowledge of course content.
  14. Address basic disruptions and maintain general classroom timing and flow.
  15. Conduct activities adhering to facilitator guides and prepared materials.
  16. Provide clarification when learners require support.
  17. Lead debriefs using provided questions and structure.
  18. Encourage learners to share reflections.
  19. Lead group discussions and activities as outlined in facilitator guide.
  20. Redirect learners when they become off task.
  21. Use standard classroom technology and systems. Leverage and promote available technologies to advance employee learning and development bank-wide.
  22. Assist with administration of Learning Management System and provide support to Bank users as needed.
  23. Contribute to projects and initiatives in support of department and Bank goals.
  24. Escalate technical issues when they arise.

QUALIFICATIONS:

EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)

  • Bachelor’s degree in a related field (Business, Finance, Training, English, Communications, Instructional Design, or Education), or equivalent experience required.

KNOWLEDGE, SKILLS & ABILITIES:

  • Minimum of two years of retail banking experience (e.g., sales, customer service, consumer lending, banking systems), or equivalent experience in a financial services or training environment.
  • Ability to support training delivery with coaching and supervision.
  • Ability to deliver structured training content, including:
    • Presenting prepared materials clearly and confidently using effective verbal and non-verbal communication.
    • Demonstrating basic time management and adherence to session agendas.
  • Ability to support classroom management, including maintaining a positive learning environment, encouraging participation, and following established schedules and guidelines.
  • Ability to facilitate basic learning activities by following facilitator guides, communicating objectives, supporting learners, and summarizing key takeaways.
  • Basic familiarity with classroom technology (e.g., multiple monitors, presentation remotes/clickers) to support training delivery.
  • Basic knowledge of banking systems (e.g., navigation, data entry, interpretation) preferred.
  • Proficiency in Microsoft Office applications and Adobe Acrobat preferred.
  • Ability to effectively use Windows-based systems.
  • Familiarity with SharePoint preferred.

COMPETENCIES:

  • Customer Service / Customer Focus
  • Sales (preferably needs based selling in a banking or financial services environment)
  • Classroom / Small Group Facilitation
  • Coaching
  • Written and Verbal Communication (clear, concise, and engaging)
  • Cyber Security Awareness to Protect the Digital Environment, the Bank, and Customers
  • Problem Solving
  • Dealing with Ambiguity
  • Time Management
  • Demonstrate Courage
  • Drive for Results
  • Interpersonal Savvy
  • Integrity and Trust
  • Self-Development / Active Learner
  • Creativity
  • Technology Savvy

#ZR

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Business, Finance, Training, English, Communications, Instructional Design, or Education
  • Minimum two years of retail banking experience
  • Proficiency in Microsoft Office applications
  • Basic knowledge of banking systems
  • Familiarity with classroom technology
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The Company
HQ: Hyannis, Massachusetts
504 Employees
Year Founded: 1855

What We Do

Cape Cod 5 is a community bank with over $5.7 billion in assets committed to supporting its customers wherever they are – in the world and on their life journey – through its full-service digital offerings or in person at one of its locations throughout Cape Cod, Nantucket, Martha’s Vineyard and Southeastern Massachusetts. Founded in 1855, Cape Cod 5 offers a broad range of financial products and services, including consumer and commercial banking products; residential mortgages; investment management and trust services. We at Cape Cod 5 are deeply committed to the communities we serve. Our dedication to serving our neighbors and local businesses and earning our customers’ trust every day has remained the same since our founding in 1855. We focus on continuously evolving to be our customers’ trusted financial partner in a rapidly changing world, offering sound guidance, accessibility and insight to help support our customers’ financial wellness. Never disclose account information or personal information on LinkedIn. Cape Cod 5 will never ask you for your account information, password, Social Security Number or other identifying information via LinkedIn. This page and Cape Cod 5 links are presented by Cape Cod 5, but the website is controlled by LinkedIn, which established its own privacy and security policies. You are urged to read those polices before processing. Cape Cod 5’s website privacy and security polices do not apply to your activity on LinkedIn.

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