A Financial Solutions Learning & Development (L & D) Specialist at First Commonwealth Bank is responsible for preparing new and existing financial solutions team members to be successful in their roles. You facilitate classes using adult learning principles, including a variety of learning methods and activities, to clearly convey information and concepts to individuals or groups, while using an engaging style of teaching that fosters understanding and retention. The Financial Solutions L & D Specialist provides appropriate practice that allows for application of knowledge and development of skills to the job as well as balanced feedback, allowing participants to self-assess first. You complete evaluations of trainees and communicate them to management. You also create and utilize tools to help managers of trainees support the successful transfer of training by their employee. In addition, the Financial Solutions Learning & Development Specialist provides additional coaching and on-the-job training, when possible, to turn the skills taught in the training session into permanent behaviors in the field. You contribute to the development of learning objectives and develop, design and revise learning activities, training material, reference material, and evaluations. Additionally, you will utilize the Learning Management System (LMS) to enroll participants, manage classes and run reports as needed. You will reproduce training materials and obtain supplies as needed. You may perform ad hoc training sessions as determined by management.
In order to keep skills current and to maintain an awareness of current branch operations a Financial Solutions L &D Specialist periodically functions as a senior branch employee . In addition to performing the role of a Financial Solutions Specialist III during branch assignments, you will work to ensure the branch is in compliance with current risk standards and meets operational performance standards. You may be called upon to provide temporary guidance and direction to FSSs, manage daily workflow and scheduling, coordinate training, and coach to successful performance in the role during branch assignments.
Essential Job Responsibilities
1. Prepares new and existing financial solutions team members to be successful in their roles:
a. Facilitates classes using adult learning principles.
b. Clearly conveys information and concepts to individuals or groups, using an engaging style
c. Provides appropriate and ample opportunity for skill practice.
d. Provides balanced feedback, allowing participants to self-assess first.
e. Completes evaluations of trainees and communicates them to management.
f. Creates and utilizes tools to help managers of trainees support successful transfer of
training by their employee.
g. Provides additional coaching and on-the-job training, when possible, to turn the skills
taught in the training session into permanent behaviors in the field.
h. Contributes to the development of learning objectives, develops and designs learning
activities, training material, reference material, and evaluations.
i. Revises training materials as needed.
j. Utilizes the LMS to enroll participants, manage classes and run reports as needed.
2. Functions as a senior branch employee periodically:
a. Maintains necessary skills and abilities to successfully perform the Financial Solutions
Specialist functions within the branch, as needed.
b. Accurately and effectively services the retail banking needs of our clients, conducting all
business in a courteous and professional manner and making clients feel welcome to do
business with First Commonwealth Bank.
c. Initiates and actively participates in client conversations, both consumer and business, in
order to identify service and product needs and deepen new and existing relationships.
d. Processes a variety of routine banking transactions, open and services deposit accounts, and
complete all aspects of complex consumer loans from application through closing.
e. Maintains current and thorough knowledge of all bank products and services, as well as
working knowledge of non-bank services, such as brokerage, insurance and mortgage, in
order to promote and refer these products.
f. Conduct all business in accordance with established policies and procedures.
g. During branch assignments, works to ensure the branch is in compliance with current risk
standards and meets operational performance standards.
h. May be called upon to provide temporary guidance and direction to Financial Solutions
Specialists, manage daily workflow and scheduling, coordinate training, and coach to
successful performance in the role during branch assignments.
Bona Fide Occupational Qualifications
1. A High School Diploma or equivalent.
2. A minimum of two (2) years branch sales and operations related experience is required. Previous
sales staff management experience is preferred.
3. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
4. Exceptional client services skills, excellent interpersonal and communication skills, and a
professional manner; strong analytical and problem solving skills, excellent organizational and
time management skills.
5. Proficient computer skills and ability to learn company utilized systems.
6. Proficient facilitation skills and the ability to effectively train groups of employees.
7. Travel is required, including periodic overnight travel; must have a valid driver's license.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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