Learning and Development Assistant

The Learning and Development Assistant supports the development, coordination, and facilitation of training programs for employees and managers in a community banking environment. This role focuses on designing and delivering training sessions (virtual and in-person) that reflect the bank’s mission of community engagement, customer relationship-building, and regulatory compliance. The Trainer updates course content to address banking products, services, and compliance, coordinates learning curriculums, and conducts assessments to identify development needs. Administrative responsibilities include scheduling events, preparing instructional materials, and maintaining training records.

Training Delivery & Content Creation (60%)

• Deliver training programs on banking products, customer service, compliance, and community engagement, including classroom lectures, online courses, and self-study sessions.
• Facilitate onboarding, technical, and system training for new hires and existing staff, emphasizing the bank’s role in the community and its relationship-driven approach.
• Create and update instructional materials, job aids, presentations, and communications tailored to community banking operations.
• Collaborate with subject matter experts to develop and revise course content, including fraud prevention, business banking services, and financial wellness.
• Lead skill development exercises, role-playing, and team-building activities that reflect community values and customer-centric service.
• Collect feedback from attendees to improve future sessions and ensure alignment with community banking goals.

Program Design & Coordination (20%)

• Design training curricula and develop program materials that address the unique needs of community banking, including local market trends and regulatory requirements.
• Plan and coordinate annual training calendars and special events, such as community involvement initiatives and local outreach programs.
• Track attendance, registration, and individual progress in the Learning Management System.
• Set up classrooms and ensure a conducive learning environment that reflects the bank’s commitment to community and customer service.
• Draft communications for instructors, guests, and attendees regarding logistics and prerequisites.

Assessment & Evaluation

• Conduct assessments and analysis to identify new development needs, especially in areas like compliance, customer service, and community engagement.
• Recommend training methods and enhancements based on feedback and performance results, with a focus on improving banking operations and customer relationships.
• Create effective measurement, evaluation, surveys, and reporting processes for course delivery.
• Monitor and report on training effectiveness during orientation and career development periods.

Administrative & Departmental Support (20%)

• Maintain documentation of all participants in company-wide workshops and training events, including community outreach and volunteer activities.
• Support Human Resources in performance assessments and development plans, especially those related to banking operations and compliance.
• Track and maintain a database of conferences and external development opportunities relevant to community banking.

Education and Experience:

• Bachelor’s degree in education, business, or a related field (required).
• Minimum of 2-5 years of experience in training facilitation, preferably in community banking or the financial services sector.
• Certification in training (e.g., ASTD, PHR/SPHR) is a plus.

Knowledge, Skills, and Abilities: 

• Strong written and verbal communication skills.
• Expertise in classroom management, engagement techniques, and online platforms.
• Proficiency in scheduling, coordination, and time management.
• Analytical skills for administering and analyzing surveys.
• Ability to work independently and collaboratively.
• Knowledge of community banking operations, compliance, and HR processes (preferred).

Travel

Must be able to travel to all Bank locations, including subsidiaries.

Physical demands:  

Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. 

Work Environment:

Work is performed onsite in an operational office environment.

Note:

This job description contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA).  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization.  

Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.