United Bank · 3 days ago
Retail Trainer
Charleston, SC
Full-time
Hybrid
Mid Level
3+ years expUnited Bank is dedicated to providing exceptional service and support within the retail banking sector. The Retail Banking Trainer is responsible for delivering high-quality training to new and existing employees, ensuring they possess the necessary skills and knowledge to excel in their roles and promote banking products effectively.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
Responsibilities
Conduct job readiness onboarding and foundational training for retail banking employees
Ensure training aligns with company policies, compliance requirements, and service standards
Ensure training supports knowledge and skills (technical and conceptual) required to perform retail roles successfully
Create engaging training materials: presentations, guides, and virtual classroom engagement activities to support learning new skills and behaviors
Regularly review and update content to reflect changes in products, processes, and regulations
Use adult learning methodologies to support creation and maintenance of blended learning programs
Assist with small projects related to retail training initiatives, such as system updates, process improvements, or product enhancements
Collaborate with stakeholders to implement training solutions for new products or services
Gather feedback from trainees and managers to evaluate and improve training effectiveness
Assess learning through knowledge checks, case studies, classroom engagement, and/or tests
Stay informed on industry trends and best practices in retail banking training
Stay immersed in retail banking: emails, procedure updates, routine meetings, etc
Facilitate and deliver in-person classroom, virtual classroom, webinar, and/or pre-recorded learning sessions
Responsible and accountable for the full success of all training built and delivered
Maintain rosters and records of all training conducted
Maintain all training materials on Learning & Development “Shared” drive folders
Foster and demonstrate a workplace of inclusive creating opportunity, serving others, innovation, exceeding expectations and honoring Bank core values
All other job duties assigned
Qualification
Required
High school diploma or equivalent required
Minimum of 3 years of experience working in retail banking
Familiarity with retail banking products, services, retail banking systems, and banking compliance standards
Demonstrated ability to facilitate and deliver training sessions in a professional, engaging, and effective manner
Excellent verbal and written communication skills
Ability to create clear, engaging content
Ability to multi-task, organize and prioritize work assignments in a fast-paced environment
Proficiency in Microsoft Office Products
Ability to learn and navigate banking systems required to perform retail banking job responsibilities
Strong attention to detail and sensitivity to deadlines
Ability to work independently as well as collaboratively in a team environment
Knowledge of products, services, policy and procedure, core banking systems
Competence in creating presentations, guides, skill-based engagements, adult learning application
Deliver engaging training clearly and confidently in both virtual and in-person settings
Explain complex banking concepts in simple, understandable terms
Collaborate with retail banking stakeholders and L&D team members
Collect input from trainees and managers to continuously improve training content, delivery, and training effectiveness
Emphasize and uphold service excellence and internal-customer experience in all training with a high level of attention to detail
Manage multiple training schedules alongside small project support effectively
Standing and/or sitting for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
Ability to converse and exchange information with various levels of staff within organization for extended periods of time
Ability to observe, perceive, identify, and translate data
Ability to travel at least 10% of the time
Preferred
Associate or bachelor's degree preferred
Company
United Bank
United Bank is a bank that offers lending services to customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
James Consagra
CEO
R
Ross Draber
Chief Operating Officer
Recent News
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2026-01-07
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