• Training and Development Specialist

    ID
    2018-6860
    Job Locations
    US-CA-San Francisco
    Category
    Human Resources
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

     

    The Training and Development Specialist will facilitate training for service and operational teams within Deposit Services.  This position will involve working in a team to produce and facilitate New Hire curriculum, technical systems training and development programs as needed. This person is responsible for devising, monitoring and reviewing individual and classroom learning plans; producing training materials for in-house sessions; have an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules. The ideal candidate will possess a fun-natured, enthusiastic, and motivational personality, capable of thriving in a fast-paced and dynamic service based environment. The position will require exceptional written and spoken communication skills, interpersonal skills that allow you to work with people at all levels, initiative and the ability to offer new ideas and solutions, good time management to effectively manage training schedules. He/she will report directly to the Deposit Services Training Manager.

    Responsibilities

    • Facilitate classroom style training on critical client service, processing, soft skill, and system enhancement topics
    • Develop and maintain current training materials, including guides, activities, self study modules, databases, and reports
    • Observe in-class performance and manage post-training certification for all participants.  Review trainee knowledge to determine readiness and/or additional training as needed
    • Monitor participants' knowledge before and after training and provide additional coaching and feedback to management.
    • Use a variety of instructional methods to ensure maximum delivery effectiveness
    • Work closely with management to address any identifyed opportunities for improvement
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank.
    • Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

    Qualifications

    • Undergraduate degree preferred

    • Prior professional experience in a learning and development role or a proven track record of performance in a related field

    • Is comfortable multitasking and can manage multiple projects simultaneously

    • Demonstrates excellent verbal and written communication skill; is able to speak articulately with and in language appropriate for the specific audience

    • Comfortable with financial service technology and systems; can quickly learn new systems when needed

    • Detail-oriented and can work effectively in a fast-paced environment

    • Professional certifications in Learning Theory, Performance Management, Instructional Design, e-Learning Applications, or other related disciplines a plusEmbrace a customer-focused and results-driven environment.

    • Excellent presentation skills.
    • Be able to adapt training materials and delivery to changes in customer service environments.
    • Possess strong organizational, time management, and interpersonal skills.
    • Have excellent problem solving, decision making, and research/analytical skills.
    • Display exceptional professionalism in appearance and behavior.
    • Strong oral and written communication skills.

    Mental/Physical Requirements:

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.

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