Bank Training Specialist

Ohio National Financial Services

  • Denver, CO
  • Permanent
  • Full-time
  • 30 days ago
Job DescriptionJoin Our Inclusive Team at AuguStar Financial!At AuguStar Financial, a proud member of the Constellation Insurance family of companies, we're committed to fostering a workplace where diversity, inclusivity, and equity are celebrated.If you're passionate about our mission but don't perfectly fit every requirement, we encourage you to apply -- your unique skills and experiences could make you the perfect fit for this role or others within our organization.What you'll doAs a Bank Training Specialist, you'll be instrumental in improving the referral process within banks. Your role involves providing comprehensive training to bank professionals, empowering them with the skills to identify opportunities and connect clients with financial experts. You'll collaborate with program managers, financial professionals, and regional wholesalers to organize training sessions, which may be conducted remotely or in person.Your responsibilities include:
  • Conducting training sessions to educate bank staff on the importance of referrals and how to identify opportunities
  • Customizing training materials to meet the unique needs of each bank branch
  • Using various methods like presentations and role-playing exercises to ensure effective learning
  • Acting as a resource for branch staff, offering ongoing support on referral best practices
  • Addressing questions and challenges related to the referral process promptly and effectively
  • Evaluating the effectiveness of training programs and adjusting content based on feedback
  • Collaborating with program managers to develop referral programs aligned with organizational goals
  • Partnering with wholesalers to identify potential referral sources and increase referrals to bank professionals
  • Ensuring seamless communication and alignment of referral strategies across departments.
What you'll gain
  • Competitive compensation and benefits package.
  • Comprehensive healthcare coverage from day one.
  • Company-paid life insurance and 401(k) with matching.
  • Generous parental leave and adoption/surrogacy benefits.
  • Tuition reimbursement and flexible time off policy.
Why choose us
  • We promote a diverse and inclusive workplace that respects the cultures, life experiences and traditions of our associates and the community
  • You receive time away from the office including PTO, holidays, wellness day and community service to rest and recharge
  • Associate resource groups provide opportunities to help you reach personal and professional goals
  • A wide variety of associate services and programs including a college scholarship fund, corporate discounts, and recognition programs
  • We offer a whole person approach to your health and well-being including financial resources and an Employee Assistance Program
Why you'll love working with us
  • An inclusive and supportive atmosphere where all associates are encouraged to participate fully
  • Flexible work arrangements including remote, traditional or hybrid options
  • Well-being programs to help you balance your life effectively
  • Engagement opportunities both on-site and virtually
  • Dress for your day work attire
Applications will be accepted until April 19, 2024.RequirementsWhat you need to succeed
  • A Bachelor's degree
  • At least 3 years of experience in banking or sales, preferably as a wholesaler or financial advisor
  • Strong communication and presentation skills to engage diverse audiences
  • Self-motivation and results-driven mindset focused on driving business growth through collaboration and education
Salaried OR HourlySalariedHiring Range Minimum$72,000.00Hiring Range Maximum$90,000.00Compensation StatementIndividual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. Roles may also be eligible for additional compensation, including annual incentive programs.Work ArrangementHybridPosition TypeFull-timeApplications must be submitted byApr 19, 2024

Ohio National Financial Services