Develop strategy, research market conditions and competition for Business Banking, SBA and Treasury
Create strategic plans to meet annual objectives and align division strategies with overall bank objectives
Work with product and operations teams to ensure divisional competitiveness
Design, update and deliver training programs and curriculum across sales, technical, professional, compliance, customer service, and management skills
Schedule and market programs and conduct research to keep training materials up-to-date
Recommend training solutions to Business, SBA and Treasury groups
Own oversight and delivery of Sales Process and Sales Coaching programs for Business, SBA and Treasury
Own oversight and delivery of training for the nCino platform and Sales Management/Sales Force platforms; serve as subject matter expert for business lines
Create and deliver training on credit, deposit and cross-sell products
Develop, maintain and deliver robust onboarding training for Business, SBA and Treasury
Provide input on online training content, meet with senior business line leaders, and ensure vendor customizations
Expand online delivery channels and recommend tools for online content development and delivery
Develop and deliver online content and measure delivery channel effectiveness
Collaborate with technology partners to ensure online content runs efficiently on participants' desktops
Analyze economic and competitive landscape and conduct needs analysis with senior leaders to determine training protocols
Requirements
BA/BS degree in related field (or equivalent combination of training and experience)
Minimum 10 years teaching and/or training in a business setting or equivalent combination of training and experience
Minimum 7 years experience working in either Business, SBA or Treasury
Minimum 5 years experience in roles requiring strategic planning, program management, project management and sales execution
Solid understanding and/or experience in project management
Understanding of adult learning styles/theory
Excellent written and verbal communication skills
Ability to work independently and take direction
Excellent understanding of database management and data file structure
Ability to work at any location during mergers, acquisitions, system upgrades or bank-wide initiatives and work evening and weekend hours on occasion