Learning & Development Specialist (Banking Operations)

Servbank is a banking institution focused on community-oriented service and innovative solutions. They are seeking a Learning and Development Specialist to enhance employee performance and regulatory readiness by designing and delivering training programs for banking operations. The role involves collaborating with leaders to identify skill gaps and ensuring compliance through effective onboarding and training initiatives.

Responsibilities

• Develop and deliver training programs focused on banking operations, including products, systems, policies, and regulatory requirements
• Support onboarding and ongoing training for customer-facing and internal teams, ensuring employees are equipped to meet compliance standards and deliver high-quality service
• Collaborate with leaders across operations, mortgage servicing, 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

Skills

• 1–3 years of experience in Learning & Development, training, or a related role, preferably within banking or a regulated environment
• Familiarity with banking operations, policies, and regulatory requirements
• 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
• Experience with or exposure to Learning Management Systems (LMS) for training assignment and tracking
• 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
• High School Diploma or GED

Company Overview