This individual will be responsible for monitoring, developing and implementing training programs, for the following:
- Bankers, Sales personnel, and Portfolio Managers
- SICs and PMs.
• Training activities include developing training programs, videos, and demonstrations for all bank products and services, promoting and educating the unit’s product and service offerings to internal colleagues.
• Training activities include collaborating with bankers to assess and identify training needs/gaps, developing and delivering product and sales training curriculums and ensuring that training programs adhere to established project goals, department standards and legal requirements.
• Performs special projects as requested.