More than 135 years ago we started with core values that never go out of style: listen learn and help businesses and individuals reach their goals. These core values shape our culture and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington Oregon Idaho and California we understand our role in the economy and take that responsibility addition to offering a source of capital to personal banking clients and businesses of all sizes we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
The Client Engagement Training Specialist is responsible for facilitating impactful training program initiatives catered to develop and strengthen employee knowledge retention operational effectiveness and client resolution capabilities. This role supports the Client Engagement Center by delivering engaging learning experiences across virtual and in-person settings ensuring employees are equipped to meet performance expectations and deliver exceptional service.
Essential Functions
- Develop and facilitate training that mitigates risk and strengthens employee understanding of systems procedures and client service strategies through a blend of virtual and in-person training.
|
- Ensure long-term knowledge retention and practical application through new hire training and refresher training by using strategies such as skills training knowledge assessments quality assurance and side-by-side observation and listening.
|
- Develop success criteria and implement processes to measure and improve as needed.
|
- Partner with Client Engagement Center leadership to align training initiatives with operational goals and client satisfaction metrics.
|
- Maintain and update training materials and assessments to ensure accuracy clarity and relevance to current business processes products and services.
|
- Maintain subject matter expertise by providing live support in all channels at least one day a week and participate in call quality activities as needed.
|
- Assist in cross-functional projects that enhance operational efficiency and the overall client experience.
|
Education
- Associates degree (Required)
Work Experience
- 2 or more years of work in a contact center or customer service environment (Required)
Supervisory/Management Experience
- 1-2 years of experience leading a project process or team (Preferred)
Skills & Knowledge
- Experience with adult learning principles scenario-based training and skills-based training.
|
- Strong facilitation and coaching skills.
|
- Possess change champion mindset to support system and process changes under tight timelines. Adapt training quickly in a dynamic environment.
|
- Proven client service interpersonal and relationship building skills. Possess effective verbal and written communication skills including proper phone and email etiquette.
|
- Ability handle multiple tasks simultaneously. Willingness to work in a busy team environment and handle changing priorities with a sense of urgency.
|
- Knowledge of federal and state laws and regulations relating to deposit accounts and operations.
|
- Knowledge of financial services and contact center platforms.
|
Physical Demands
- Be capable of lifting and moving objects up to 25 pounds.
Compensation & Benefits
- Targeted starting salary range (based on experience): $27.09- $36.65
- Annual incentive potential
- Comprehensive employee benefits including: medical dental vision LTD STD and life
- Paid vacation time sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin citizenship marital status age disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Required Experience:
IC
More than 135 years ago we started with core values that never go out of style: listen learn and help businesses and individuals reach their goals. These core values shape our culture and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experie...
More than 135 years ago we started with core values that never go out of style: listen learn and help businesses and individuals reach their goals. These core values shape our culture and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington Oregon Idaho and California we understand our role in the economy and take that responsibility addition to offering a source of capital to personal banking clients and businesses of all sizes we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
The Client Engagement Training Specialist is responsible for facilitating impactful training program initiatives catered to develop and strengthen employee knowledge retention operational effectiveness and client resolution capabilities. This role supports the Client Engagement Center by delivering engaging learning experiences across virtual and in-person settings ensuring employees are equipped to meet performance expectations and deliver exceptional service.
Essential Functions
- Develop and facilitate training that mitigates risk and strengthens employee understanding of systems procedures and client service strategies through a blend of virtual and in-person training.
|
- Ensure long-term knowledge retention and practical application through new hire training and refresher training by using strategies such as skills training knowledge assessments quality assurance and side-by-side observation and listening.
|
- Develop success criteria and implement processes to measure and improve as needed.
|
- Partner with Client Engagement Center leadership to align training initiatives with operational goals and client satisfaction metrics.
|
- Maintain and update training materials and assessments to ensure accuracy clarity and relevance to current business processes products and services.
|
- Maintain subject matter expertise by providing live support in all channels at least one day a week and participate in call quality activities as needed.
|
- Assist in cross-functional projects that enhance operational efficiency and the overall client experience.
|
Education
- Associates degree (Required)
Work Experience
- 2 or more years of work in a contact center or customer service environment (Required)
Supervisory/Management Experience
- 1-2 years of experience leading a project process or team (Preferred)
Skills & Knowledge
- Experience with adult learning principles scenario-based training and skills-based training.
|
- Strong facilitation and coaching skills.
|
- Possess change champion mindset to support system and process changes under tight timelines. Adapt training quickly in a dynamic environment.
|
- Proven client service interpersonal and relationship building skills. Possess effective verbal and written communication skills including proper phone and email etiquette.
|
- Ability handle multiple tasks simultaneously. Willingness to work in a busy team environment and handle changing priorities with a sense of urgency.
|
- Knowledge of federal and state laws and regulations relating to deposit accounts and operations.
|
- Knowledge of financial services and contact center platforms.
|
Physical Demands
- Be capable of lifting and moving objects up to 25 pounds.
Compensation & Benefits
- Targeted starting salary range (based on experience): $27.09- $36.65
- Annual incentive potential
- Comprehensive employee benefits including: medical dental vision LTD STD and life
- Paid vacation time sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin citizenship marital status age disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Required Experience:
IC
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Job Location:
Yearly Salary:
$ 27 - 36
Posted on:
3 hours ago
Vacancies:
1 Vacancy
