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Training and Development Specialist – Wealth Management
Regions Bank. Research current trends in the topic area, share findings with client partners, and synthesize findings to support learning objectives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in curriculum development and instructional design, with a strong focus on adult learning principles and the ability to assess and enhance training effectiveness. Proficient in engaging audiences and delivering training in Private Wealth Management, Trust Operations, and Fiduciary Support.
Highest-signal resume keywords
Curriculum DevelopmentTraining DeliveryCoaching SkillsCritical ThinkingPrivate Wealth Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Curriculum DevelopmentInstructional DesignLearning Objective WritingTraining EvaluationContent SequencingProblem SolvingAudience EngagementFeedback ProvisionExperiential Learning FacilitationRegulatory Knowledge
Soft Skills
Verbal CommunicationWritten CommunicationCoaching AbilityIndependent WorkTeam Leadership
Tools & Technologies
Microsoft Office Suite
Industry Keywords
Private Wealth ManagementTrust OperationsFiduciary SupportBusiness OperationsProcess Improvement
About the role
Key responsibilities & impact- Research current trends in the topic area, share findings with client partners, and synthesize findings to support learning objectives
- Remain current on industry trends and developments
- Assess and provide feedback regarding associates' acquisition of knowledge and skills after training
- Recommend self-development or training activities to promote skill development
- Design learning items using accurate, current information and adult learning principles
- Assess and meet the professional development level and characteristics of target audiences
- Write learning objectives based on participants' knowledge, experience, and desired outcomes
- Choose instructional methods and materials appropriate to learning objectives
- Develop measurable learning objectives and evaluate audience understanding during and after training
- Deliver training using varied instructional methods and media
- Facilitate experiential learning activities, provide direction and feedback, guide trainees in processing experiences, and resolve issues
- Connect learning points throughout courses by building on prior concepts and incorporating participant feedback
- Use technology and communication strategies to reinforce learning and build skills through preparation, follow-up, coaching, and reinforcement
- Apply curriculum sequencing and organization principles to create coherent, integrated learning experiences
- Interpret internal or external issues and recommend solutions and best practices
- Solve complex problems and identify solutions from a broad perspective
- Work independently, with guidance in only the most complex situations
- May lead functional teams or projects
Requirements
What you’ll need- High School Diploma or GED
- Five (5) years of experience
- Demonstrated knowledge of business operations, processes, systems, products, and regulatory requirements within the supported line of business
- Experience serving as a subject matter expert, delivering training, coaching associates, or supporting business initiatives and process improvements
- Ability to coach and train others
- Ability to engage an audience and proactively identify learning gaps, and incorporate solutions
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite
- Strong critical thinking skills
- Strong knowledge of curriculum development and content sequencing
- Possesses specialized expertise in Private Wealth Management, Trust Operations, and Fiduciary Support
Benefits
Comp & perks- Annual discretionary bonus plan
- Opportunity to participate in the Long Term Incentive Plan
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program