POSITION SUMMARY:

Provides high energy orientation to all new bank personnel in conformance with established Bank policies and procedures. Provides classroom orientation and engagement along with behind the line/desk support to all new retail staff. Assists the Learning and Development (LD) Department with additional training related duties.

ESSENTIAL FUNCTIONS RESPONSIBILITIES:

Maintains and documents the teller training program and orientation for new employees, in conformance with Bank service standards. Responsible for training all new retail staff and conducting refresher training.Assists LD Department in creating new training content.Acts as a role model for trainees, demonstrating a high energy level, appropriate dress, good work habits, a positive outlook, and a strong desire to contribute to the Bank’s success and goals.

Provides reports to the appropriate Manager and SVP, Human Resources detailing progress of employees during training periods. Completes end of training evaluations of trainees and communicates with appropriate Manager and SVP, Human Resources, regarding results. Provides in person or virtual follow up touch back sessions with all new retail hires to ensure their continued and ongoing success.

Works with the Learning Development department and others to gain and maintain knowledge of requirements for training tellers to better understand existing or changing policies, procedures, products, regulations, and technologies.

Actively assists in the review and modifications of teller work and balancing methods and recommends appropriate changes to the SVP, Human Resources. May also recommend changes to the workflow to gain efficiencies or improve customer service.

Works with LD Department to develop programs for refresher training or workshops for staff, including but not limited to topics such as product knowledge training, sales, Personal Banker or In-Branch Coach functions, and more.

Acts as a resource for branch personnel regarding policies, procedures, regulations, with transaction processing and reference materials.

Keeps abreast of industry activities and monitors industry publications for relevant information in the areas of training and banking.

Provides LD Department with administrative and/or clerical support as needed.

Attends training seminars in order to provide a superior training program.

Provides technical support.

Set up webinars/seminars

Assist with any A/V needs (hardware, software, Zoom, MS Teams, etc.)

Be available, if necessary, during meetings/seminars/webinars to assist with troubleshooting if requested

Assists in maintaining resource material within Learning Development library.

Administers and maintains online Learning Systems, such as ABA Learning Management System.

Employee Profiles

Pull reports as requested

Add information to employees’ personal transcripts regarding external internal training

Assign coursework

Report status updates to necessary departments, as needed

Contributes to team projects as assigned.

Performs other related duties as required.

Protect the confidentiality of non-public customer information (NPCI) and the security of our information technology resources. Adhere to the Bank’s Acceptable Use Policy, participate in security awareness training, and successfully pass social engineering testing which are designed to provide the education necessary to enable employees to keep the bank secure. Employee awareness and vigilance are required in following these cyber security best practices and are the most effective weapon we have against cyber threats and fraud.

SUPERVISORY RESPONSIBILITIES, if any:

Performs work independently within scope of established guidelines and practices. Consults with SVP, Human Resources where clarification or exception to Bank policy may be required.

Limited supervisory scope: Responsible for supervision of new hire retail trainees during their initial training period.

REQUIREMENTS (Knowledge, Skills, Abilities, and Education and/or Experience):

Associate degree or its equivalent. Two to three years teller and/or related banking experience• Demonstrates strong presentation skills and facilitation skills, including the ability to effectively present information and respond to questions from trainees, customers, or groups of employees.

Demonstrates proficiency of all skills associated with teller and customer service positions and a thorough knowledge of understanding of bank policies, procedures, products, and services.

Demonstrates effective interpersonal and employee development skills, including the ability to be patient and supportive, giving feedback in a positive manner.

Exhibits proficiency in written and verbal communication skills.

Proficient in COCC Insight System along with PC skills such as Word, Excel, PowerPoint, and other Windows based applications.

Demonstrates supervisory and leadership skills, including the ability to exercise good judgement in the decision-making process.

NSB offers competitive benefits packages, which include the following:

Medical, Dental and Vision on day 1 - no waiting period

401k with company match

Paid Time Off - Vacation, Personal, Sick, Holiday

FSA/DC/HSA Accounts

Company Paid Short-Term Disability

Company Paid Long-Term Disability

Paid Family Medical Leave

Company Paid Life ADD

Voluntary Life

Tuition Assistance

Hospital Indemnity Plan

Employee Referral Bonus

Employee Banking Discounts

Supplemental Insurance Plans with AFLAC

Pet Insurance

Weekly Jeans Day Program

Service Recognition Program

Wellness Benefits including Weight Watchers, Mind Body, Gym Memberships and much more!

At North Shore Bank, we are committed to creating a place as diverse as the communities we serve. Our core values shape the decisions we make every day and help to define our company culture and it is these values that comprise what we call, “well north of your expectations”. Our core values include leadership, integrity/transparency, respect, adaptability, collaboration, accountability, and empathy.

North Shore Bank is an EOE. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.