Job Description
Job Location: Florida - Midland, TX 79701
Position Type: Full TimeGeneral
Summary
Under general supervision, but in line with established policies and procedures, provide training on New Account processes and procedures. Perform all duties of a Trainer in a professional and helpful manner.
Principal Responsibilities and Duties
- Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
- Train all new employees coming to the New Account Representative position.
- Train existing New Account Representatives on new products as well as offer refresher training to those in need of such.
- Manage and maintain the Test Bank module of Fiserv as well as assuring that the equipment in the training room is working properly.
- Answer New Account Representative’s questions on all New Account processes and procedures.
- Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services except for Lending.
- Partner with IT to confirm those newly promoted to New Account role have necessary user access.
- Set up new user access for certain websites including Simplexes and Onboard Advisor.
- Partner with New Account Review Department to ensure all written procedures are complete, correct, and current.
- Partner with applicable departments to establish any missing procedures/instructions.
- Maintain and organize written procedures and other training resources on the W Drive and Intranet.
- Assist in the facilitation of weekly New Account Meetings.
- Maintain regular and punctual attendance.
- Work cooperatively with others.
- Work overtime as needed.
- Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.
QualificationsSkills and Abilities Required
- Must have great communication with all staff by answering phones, emails, and other forms of communication.
- Must be comfortable with Public Speaking.
- Must keep Training Coordinator apprised of all issues and follow up to issues.
- Must present a professional appearance.
- Must be highly organized and a self- starter.
- Must be customer oriented.
- Must be proficient in Fiserv Operation related Processes.
- Maintain confidentiality.
- Ability to deal effectively and tactfully with trainees and personnel of other departments.
- Ability to work in a team environment.
- Ability to maintain good customer service even if conditions are not favorable i.e., computer systems down, phone systems not working properly, staff shorthanded.
- Experience preferred in use of Microsoft Office products (Outlook, Word, PowerPoint, & Excel).
- Must be comfortable with a variety of computer applications and websites.
Travel
- Travel is mainly local during the business day, with occasional overnight stays for training.
Working Conditions
- Common office environment
- Exposed to potentially hazardous conditions, i.e., robbery. Receives detailed instructions concerning procedures to be followed for minimal exposure.
Physical Requirements
- Move and carry office supplies, files and equipment weighing 10+ pounds.
- Constantly operates a computer, iPad, calculator, copy machine, printer, and other office equipment.
- Ability to use auditory senses for answering telephone and hearing alarms.
- Must be able to remain in a stationary position for long periods of time to process work.