Responsible for the assessment, development, implementation and measurement of the learning and development programs of the Bank.
Essential Duties & Responsibilities:
Conduct needs analysis and confer with department managers across the bank to determine knowledge and skills gaps with all levels of staff
Work with all levels of the organization to formulate learning and development plans that address the skills gaps, enhance productivity and quality of work
Lead training for changes in internal processes, business systems, products, procedures or services
Make recommendations to leaders to recommend learning and development events and programs that support the Bank’s strategic direction
Organize and develop training manuals, reference library, testing and evaluation procedures, multimedia visual aids and other educational materials
Support the onboarding program for all new employees encompassing practical, technical, customer service, policy and regulatory applications
Train assigned instructors and management on effective techniques for training, such as new employee’s onboarding, on-the-job training, safety practices, employee/management development, and adaptations to changes in policies, procedures and technologies
Oversee training for new retail staff, assuring that trainees are fully prepared with the technical knowledge to process transactions and understand federal and state regulatory issues as well as Bank policies and procedures; Manage the training specialists in the training of new tellers, personal bankers/CSRs, and head tellers
Develop and maintains organizational communications such as intranet bulletin boards and newsletters to ensure employees have knowledge of training and development events and resources
Conduct follow-up studies of all completed training to evaluate and measure results; modify programs as needed
Exemplify the desired culture and philosophies of the organization
Works effectively as a team member with other members of management and the HR staff
Research and select outside consultants and trainers to conduct training on specific topics
Manage the application, tracking and reporting of all training for MA Workforce Training Grant and bank Tuition assistance program.
Responsible for the scheduling and reporting of compliance training bank-wide working with Compliance team
Maintain all documentation on file for review, upon request, by federal and state regulatory agencies
Manage the training calendar and scheduling of all Bank and professional development training sessions
Compile data and analyze past and current year learning and development costs to prepare budgetary recommendations that meet departmental goals and provide for effective management of resources
Guide, direct and motivate direct report(s), setting performance standards and monitoring performance
Coach and develop others; serve as a mentor to help others improve their knowledge or skills
Perform additional duties as requested, needed or assigned
Experience and Skills
Bachelor’s degree or equivalent education, business or related field required.
5 years’ experience in a learning and development role preferably in financial services; prior leadership experience required
In-depth knowledge of techniques and philosophies of adult education
Strong verbal and written communication skills; strong managerial, interpersonal, critical-thinking, and decision-making skills; detail oriented and able to execute initiatives quickly and accurately
Proven expertise in curriculum design and development; proficiency in eLearning, in-depth knowledge of various learning management systems (LMS) and training software
Proven track record in training, consulting, facilitating, managing and collaborating with individuals at various levels within the organization; ability to deliver presentations to different target audience
Vendor management, budget/financial management and contracting experience
Ability to handle multiple priorities and complete tasks/projects with stated deadlines
Self-motivated with strong organizational and time management skills and work independently
Strong knowledge of Microsoft Office applications (Excel, Outlook, PowerPoint, and Word,) and Core Banking systems; bank products, services and delivery channels
Project a positive and professional business acumen adhering to bank service standards
Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
Working Conditions/Physical Demands
Normal business office environment/hybrid schedule.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
At Needham Bank, you’ll find passionate employees dedicated to building great connections and a strong community. We’ve fostered a culture where employees are heard, valued and compensated competitively for their work. Plus, our benefits packages are unmatched in the industry.
That's why we were named one of the Boston Globe's Top Places to Work. The Globe Top Places to Work list recognizes the most progressive companies in Massachusetts based on employee opinions about topics like company leadership, compensation and career development.
A career at Needham Bank is more than just a job—it's an opportunity to build your future.