Learning & Development Trainer – Banking Operations

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Servbank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

The same great experience you have come to expect from The Money Source Inc. (TMS) subservicing is now coming together with the surety you deserve under a depository institution, First Allied Bank, sb dba Servbank, founded in 1994 in Illinois. As one of the nation’s Top 10 subservicing providers, we are putting the “service” back into subservicing by offering the winning combination of People + Technology. Our people are dedicated professionals with industry experience, who are committed to providing superior customer service and personalized support for our clients. Our innovative technology gives you fully transparent, 100% accessible, on-demand view of your portfolio. Servbank is a full-service subservicer, with a diverse portfolio and quality products and services, who is dedicated to our partners’ success. Grow happiness with us and drive your business forward.

📋 Description

• Develop and deliver training programs focused on banking operations, including products, systems, policies, and regulatory requirements. • Partner with subject matter experts across Operations, IT, and Compliance. SMEs own the process, and then this role is responsible for turning that into clear, scalable training and driving adoption. • Collaborate with leaders across operations, mortgage servicing, banking, and compliance to identify skill gaps and implement targeted training solutions. • Create and maintain training materials such as presentations, job aids, and procedural documentation aligned with banking practices and audit requirements. • Monitor new hire onboarding progress and ongoing course completion through the LMS, ensuring timely compliance with required training. • Reinforce learning through follow-up engagement, coaching, and feedback to support knowledge retention and performance improvement. • Assist in developing training initiatives to support process changes, system updates, and new banking regulations. • Support reporting and tracking of training completion, helping ensure readiness for audits and regulatory reviews.

🎯 Requirements

• 2-5+ years experience training on operational processes or systems in a banking or financial services environment preferred • Familiarity with banking operations, policies, and regulatory requirements, including Fiserv systems. • Experience developing training materials, including presentations, job aids, and procedural documentation. • Strong facilitation and presentation skills, with the ability to train both in-person and virtually. • Proficiency in technical writing, with the ability to clearly document policies and procedures. • Strong communication, organization, and attention to detail, with the ability to manage multiple priorities. • Comfortable collaborating with cross-functional teams, including operations, compliance, and leadership. • Proficiency in Microsoft Office Suite; familiarity with eLearning tools is a plus. • Alignment with Servbank’s core values and a passion for employee development.

🏖️ Benefits

• Professional development opportunities