Deposit Operations Training Specialist

Summary

The Deposit Operations Training Specialist supports the Deposit Operations Trainer by assisting with the development, delivery, and maintenance of deposit operations training and reference materials. This role focuses on facilitation, execution, and support of training activities. The Training Specialist serves as a subject-matter resource for deposit operations processes and systems and provides day-to-day training support to production and operations staff.

Specific Job Functions

• Support the Deposit Operations Trainer in the development and maintenance of deposit operations training materials, job aids, and reference guides.
• Assist with employee onboarding activities related to deposit operations, including system navigation, procedures, and operational workflows.
• Deliver assigned training sessions (classroom, virtual, or one-on-one) as directed by the Deposit Operations Trainer.
• Provide hands-on support and guidance to frontline and operational staff regarding deposit systems, auxiliary systems, and standard procedures.
• Assist with updating training materials and instruction manuals as policies, procedures, systems, or regulations change.
• Collaborate with Deposit Services, Retail, Operations, Compliance, Risk, IT, and Talent & Development teams to support identified training needs.
• Participate in follow-up activities with trainees to reinforce learning and support knowledge transfer.
• Maintain a strong working knowledge of the Bank’s deposit products, services, policies, and procedures.
• Respond to routine training-related questions and provide internal customer support to bank employees.
• Assist with tracking training completion, attendance, and required documentation.
• Stay informed of operational changes and industry developments that may impact training content.
• Perform other related duties as assigned.

Minimum Job Requirements

• High school diploma or equivalent is required.
  • Associate or bachelor’s degree is preferred.
• Three (3) – Five (5) years of experience in bank deposit operations or a related banking operations role.
• Working knowledge of bank policies, procedures, and deposit processing systems.
• Basic understanding of regulatory and compliance requirements impacting deposit operations.
• Strong organizational and time management skills.
• Effective oral and written communication skills.
• Ability to present information clearly to individuals and small groups.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Willingness to travel occasionally, if required.

Equal Opportunity Employer/Veterans/Disabled