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treas Mgmt Training Spec

Company: Old National Bank
Location: Indianapolis
Posted on: May 28, 2023

Job Description:


Old National Bank is honored to be named one of the World's Most Ethical Companies for 11 consecutive years!

Old National Bank was established in 1834. Today, we are the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our team members balance work life with home life, we create a more productive workforce and a stronger company.

We are currently seeking a Treasury Management (TM) Training Specialist. This individual will create and facilitate TM technical skills training for external Commercial Banking clients, related to the TM products the client has implemented. The TM Training Specialist is responsible for contacting, scheduling and delivering product technical skills training for clients, via webinar/virtually. The client training sessions may be done as one-on-one trainings, group training webinars, or pre-recorded video training sessions, made available to external clients by the TM Sales and/or Implementation teams.

The TM Training Specialist will also create/facilitate technical skills, product, sales, process and soft skills to develop the skills and knowledge of Old National Treasury Management team members. TM Training Specialists are responsible for delivering a quality learning experience, coaching, and providing feedback to participants and their managers. This role is also responsible for developing alternate training plans, evaluating the effectiveness of delivery and course design, as well as collaborating with the ONB HR Training and Development team, as well as TM leaders and line of business subject matter experts to update training materials. Travel is required for this position.

Key Accountabilities

Deliver quality learning experience

* For External Commercial Banking Clients: Facilitates virtual and live webinars, as well as pre-recorded training sessions, on ONB TM Products, for the clients' use after completing the implementation of requested products. The training will be designed to ensure the client's ability to navigate the various product platforms and perform required daily tasks associated with those products (i.e., checking account balances, originating ACH transactions, initiating Wire Transfers, performing Positive Pay tasks for fraud protection, etc.).
* Facilitates instructor-led, virtual, and live webinars on ONB and Treasury Management systems, process, policies, procedures, and products. Training may also be facilitated to support corporate initiatives, regulation changes, and partnerships.
* Collaborates closely with TM Implementation and TM Sales to deliver a timely and effective training to external clients.
* Collaborates closely with TM Leadership team to determine, create and deliver TM team member training.
* Utilizes various training tools, methods, delivery options to create compelling training programs, for both external clients and internal team members.
* Manages the training environment, analyzes results, identifies gaps, coaches participants, and provides feedback to their manager as needed.

Consult on training effectiveness

* Collaborates with HR Training & Development team, subject matter experts, stakeholders, and clients to analyze learning objectives, provide feedback on training deliverables, course material and delivery methods.
* Maintains knowledge of business line performance expectations and effectively applies the knowledge to understand and fulfill learning needs.
* Recognizes when changing client or organizational expectations require a new approach. Proactively recommends alternate approaches to meet the need and adapts behaviors accordingly.

Update training content and resources

* Maintains and demonstrates in-depth knowledge of TM products, process, policy, and procedure; updating training materials as needed.
* Updates training resources, tools, etc. as necessary due to changes.
* Communicates training changes to TM Leadership team, TM Sales and Implementation. Engages Learning Designers to update ONU online courses when applicable.
* Reviews and provides feedback on policy or procedural changes.
* Maintains a repository of training materials, resources, etc. for continued and future use.

Qualifications and Education Requirements

* Bachelor's degree in Business or Education with a concentration in Training or Organizational Development or equivalent work experience preferred.
* Experience in working directly with external business clients.
* Experience in learning and development, via both instructor-led or virtual delivery, preferred.
* Knowledge of Treasury Management products preferred.
* Exceptional organizational skills with the ability to self-direct, prioritize, manage changing priorities and deadlines.
* Strong coaching, consultative, and collaboration skills to build relationships with internal partners and TM Leadership.
* Effective oral and written communication skills; ability to explain complex concepts in simplistic terms.
* Strong attention to detail
* Demonstrated critical thinking and problem-solving skills using sound judgment to implement initiatives.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position

Keywords: Old National Bank, Indianapolis , treas Mgmt Training Spec, Other , Indianapolis, Indiana

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