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Cogent Bank

Financial Services Trainer

Job Summary

The trainer will be responsible for evaluating our needs and current practices and creating and delivering a training development plan complete with materials, tutorials, instructions, and learning resources including onsite training, webinars, and online modules and guides. The ideal candidate will be a confident and enthusiastic public speaker who is knowledgeable about the latest tools and resources needed to improve employee learning and performance. The candidate should have extensive knowledge of banking services and sales experience to facilitate product and sales training.  The trainer will drive product sales and revenue through improved product knowledge, sales techniques and by enhancing the client experience. The trainer will also be responsible for researching and selecting the best platform to deliver and utilize training materials, if appropriate

Responsibilities and Duties

  • Assess training needs
  • Conduct employee surveys and interviews to ensure training plan meets the diverse needs of our organization
  • Create training strategies, initiatives, and materials by job function
  • Test and review created materials
  • Maintain a database of all training materials
  • Facilitate employee training including product, sales, and operational training
  • Coordinate, schedule, communicate and facilitate new hire orientation including working with internal departments to ensure a smooth onboarding experience
  • Training methods will include field training, online training, webinars, and on demand training
  • Track and compile training delivered by job function and provide summary to leadership team
  • Communicate the correct information and handle any questions from trainees
  • Review employee performance and learning
  • Ensures BSA compliance by reading and being familiar with the BSA/AML program/policy; following all BSA/AML/OFAC policies and procedures; and completing all BSA/AML/OFAC related online courses.

Qualifications and Skills

  • Bachelor’s degree in education, business, or human resources, or related field
  • Certification from talent and training associations a plus
  • A minimum of two years of banking experience
  • Two (2) years’ previous experience as a trainer, corporate training specialist, or related position
  • Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel), and instructional software
  • Experience with technologies and best practices for instructional manuals and teaching platforms
  • Strict adherence to company philosophy/mission statement/sales goals
  • Strong project management skills with the ability to supervise multiple projects
  • Good interpersonal skills and communication with all levels of management
  • Able to multitask, prioritize, and manage time efficiently
  • Excellent verbal and written communication skills

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.


Apply Here

To apply, contact our Human Resources Department via email:

O:  (407) 501-8047