Bank Training Specialist
Ohio National Financial Services
- Denver, CO
- Permanent
- Full-time
- 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.
- 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.
- 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
- 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
- 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