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Training Specialist

Training Specialist


SUMMARY: Responsible for assisting in improving the productivity of the bank’s employees, including effective development, coordination, and presentation of the training and development programs. Assists in the assessment of developmental needs that will drive training initiatives. Actively searches, creatively designs, and implements effective methods to educate and enhance performance.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  Include the following. Other duties may be assigned. 

  • Conducts new hire orientation and basic skills training.
  • Performs ongoing training needs analysis based on bank objectives and job performance requirements.
  • Conducts training classes on products/services, policies, and procedures for bank staff based on the organization's overall business plan and needs, including train-the-trainer classes as required.
  • Provides real-time feedback following the bank sales and service initiative; identifies coaching opportunities and communicates those following the appropriate chain of command.
  • Creates interactive, effective training presentations. Develops instructional materials and aids. Uses innovative learning solutions to improve learning content, delivery approaches, and training effectiveness.
  • To support the sales and service effort, create soft skills training, including coaching skills, interpersonal communication, and personal accountability.
  • Monitors consistency and quality of training materials for accuracy and relevance to bank objectives. Assess training effectiveness to ensure learning transfer and improve the training process.
  • Maintains training tracking, records classes and attendees, and reports as required by regulation and bank management.
  • Provides in-person support to branches and contact centers when necessary.

MINIMUM REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

  • Maintains the highest standards of ethical behavior.
  • Maintain a positive attitude with employees and customers, and remain flexible while focused on accepted practices, policy, productivity and effectiveness.
  • Promote awareness of the bank mission and brand statement to the bank customers.
  • Strong knowledge of financial products and services.
  • Regular and predictable attendance.
  • Excellent verbal and written communication skills to communicate professionally.
  • Maintain a professional appearance in accordance with established dress code policy.
  • Technological skills and knowledge, including computer literacy. 


  • Design and deliver effective, accurate, and consistent training and orientation programs. Must know the principles of training and learning; must know how to apply them in various situations; must know how to evaluate training results and identify and provide necessary follow-up.
  • Must relate well with all staff regardless of rank or position; exhibit excellent interpersonal skills in communicating orally to all staff; write clearly, concisely, and correctly in communicating all information. Is organized at all times; effectively prioritizes tasks to ensure their timely completion. Must be able to deliver customized training and orientation programs that have been thoroughly developed.
  • Is a leader in recognizing customer needs and has a thorough knowledge of bank products, services, and ancillary programs. Exercises confidentiality when working with staff members. Recognizes and adjusts instruction to best suit the needs of each participant.


  • Bachelor's degree from four year college or university in a related field OR  2- 4 years of training experience.


  • Articulate, engaging, influential speaker; able to convey technical and non-technical material clearly and concisely.
  • Ability to read and interpret regulatory instructions, policy manuals, task documentation, and procedure manuals.
  • Exceptional ability to write clearly and concisely in developing training manuals and exercises and producing routine reports and correspondence.
  • Ability to speak effectively before various groups.


  • Ability to add, subtract, multiply, and divide into all units of measure using whole numbers, common fractions, and decimals. Ability to draw and interpret bar graphs.


  • Ability to apply common sense understanding to complete written, oral, or diagram instructions.
  • Ability to deal with problems involving several concrete variables in standardized situations.

  • Ability to operate office equipment and software used in word processing, as well as laser printers, photocopiers, telephones, voice mail, email, Internet and fax machines, etc.
  • Fully capable of operating audio/visual equipment such as Smart Board, television, overhead projector, camcorder, and video projection apparatus, etc.
  • Exceptional knowledge in word processing and presentation software, spreadsheet, and other software programs used in training.
  • Fully knowledgeable in bank terminology and acronyms commonly utilized in the day-to-day communication of staff, policymakers, and others involved in the bank system, or the ability to learn.
  • Ability to learn, comprehend and train on data processing software.
  • An employee must meet the physical demands described here to perform the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
  • Able and willing to travel and work overtime as needed.
  • While performing the duties of this job, the employee is required to sit, walk, talk, and hear equally.
  • The employee must frequently use their hands to finger, handle, or feel objects, tools, or controls.
  • The employee must occasionally lift and/or move up to 30 lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus.

LOCATION:  Corporate Office - London, KY       
SUPERVISOR: Senior Retail Banking Officer 

To apply for an open position, please indicate what job you are applying for and send your resume to our HR Director using the link below. 
Cumberland Valley National Bank is an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.