Training Officer

Posted Yesterday
Be an Early Applicant
Fairfield, CA, USA
In-Office
19-25
Mid level
Insurance • Financial Services
The Role
Designs, administers, and delivers employee training programs; prepares and maintains course materials; evaluates and updates content; identifies subject matter experts; ensures training complies with banking regulations and completes assigned compliance training; resolves classroom issues and coordinates logistics across locations.
Summary Generated by Built In

Description

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Weekly Working Hours: 40

JOB SUMMARY:

Under general managerial guidance: Implements, administers, instructs and facilitates external training for employees.

ESSENTIAL FUNCTIONS:

1. Conducts established training program.

2. Prepares and maintains training materials and course outlines.

- Evaluates and edits existing materials.

- Identifies "subject matter experts" and use of outside materials for various classes.

3. Ensures compliance related content is sufficient.

4. Completes assigned compliance-related training.

Marginal Functions:

5. Performs other job-related duties as required.

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:

Prior work experience in a financial institution where individual has gained a solid working knowledge of application of operational policies as applied to business and consumer products and services. Previous teaching / presentation experience is helpful. Incumbent must also possess working knowledge of various types of audio-visual equipment and PC. Excellent presentation, communication, interpersonal, organizational and planning skills are required.

PHYSICAL DEMANDS:

Standing a great deal. Moving furniture and/or equipment in classroom and possibly when coordinating meetings. Lifting and moving boxes of materials. Conducted training in various locations as required.

MENTAL DEMANDS:

Must effectively communicate (verbally and in writing) to adult audiences with varied backgrounds and skill levels.

Prioritize multiple tasks and meet various demands within tight time constraints while maintaining a positive service-oriented attitude. Applies knowledge of banking regulations to the department’s operations and risk mitigating internal controls.

Produce a consistent program of instruction.

EQUIPMENT USED TO PERFORM FUNCTIONS:

Computer terminal and keyboard, photocopy machine, telephone, fax machine and calculator.

DECISION MAKING:

1. Determine best approach to utilize to handle a disruptive classroom situation.

2. Identify what information shared by employee or observed during instruction should be discussed with the employee's supervisor.

3. Analyze student questions to determine if they have sufficient knowledge of subject to answer the query. If not, follow through with "subject matter expert" and provide employee with the answer.

FINANCIAL IMPACT:

1. Training a responsive and prepared operations staff that ensures the Bank’s products and customer service goals are met.

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Skills Required

  • Prior work experience in a financial institution with solid working knowledge of operational policies for business and consumer products and services
  • Working knowledge of various audio-visual equipment
  • Working knowledge of PC/computer terminal and common office equipment (photocopier, fax, telephone, calculator)
  • Excellent presentation and teaching skills / previous presentation experience
  • Excellent communication, interpersonal, organizational and planning skills
  • Ability to prioritize multiple tasks and meet deadlines while maintaining a service-oriented attitude
  • Ability to effectively communicate verbally and in writing to adult audiences with varied backgrounds and skill levels
  • Ability to stand for long periods and move furniture/equipment and boxes of materials as needed
  • Knowledge of banking regulations and internal controls as applied to department operations
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The Company
HQ: San Rafael, CA
642 Employees
Year Founded: 1884

What We Do

Westamerica Bank is a regional community bank with over 70 branches and 2 trust offices in Northern and Central California counties, offering a wide range of financial products and services including deposit and loan products.

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