Training Facilitator

Salary Grade: 14

SUMMARY:

The Facilitator I role is instrumental in supporting Mutual Bancorp and our family of banks’ culture of continuous learning and employee development within retail banking. Under the guidance of the Training Supervisor, they are responsible for facilitating in-person and live-remote training to create pathways for employee success, including guiding colleagues to achieve instructional and performance objectives and goals, facilitating and debriefing learning activities, and monitoring the in-class progress of learners.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

The following tasks are performed under guidance and coaching of the Training Supervisor or a mentor:

1. Facilitate Instructor Lead Training (ILT) for various levels of the employee journey such as new employee orientation and retail banker training.
2. Communicate with an appropriate volume and pace.
3. Demonstrate basic confidence in presentation.
4. Communicate objectives and directions clearly from provided guides.
5. Check for understanding using basic questioning.
6. Interact with learners in a professional and respectful manner.
7. Identify learner concerns through listening and responding appropriately
8. Provide general, supportive feedback to learners.
9. Maintain a positive learning environment.
10. Present with a positive tone.
11. Adhere to a facilitator guide – including timing, content, examples, activities, and debriefs.
12. Identify low partition and encourage involvement.
13. Demonstrate foundational knowledge of course content.
14. Address basic disruptions and maintain general classroom timing and flow.
15. Conduct activities adhering to facilitator guides and prepared materials.
16. Provide clarification when learners require support.
17. Lead debriefs using provided questions and structure.
18. Encourage learners to share reflections.
19. Lead group discussions and activities as outlined in facilitator guide.
20. Redirect learners when they become off task.
21. Use standard classroom technology and systems. Leverage and promote available technologies to advance employee learning and development bank-wide.
22. Assist with administration of Learning Management System and provide support to Bank users as needed.
23. Contribute to projects and initiatives in support of department and Bank goals.
24. Escalate technical issues when they arise.

QUALIFICATIONS:

EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)

• Bachelor’s degree in a related field (Business, Finance, Training, English, Communications, Instructional Design, or Education), or equivalent experience required.

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum of two years of retail banking experience (e.g., sales, customer service, consumer lending, banking systems), or equivalent experience in a financial services or training environment.
• Ability to support training delivery with coaching and supervision.
• Ability to deliver structured training content, including:
  • Presenting prepared materials clearly and confidently using effective verbal and non-verbal communication.
  • Demonstrating basic time management and adherence to session agendas.
• Ability to support classroom management, including maintaining a positive learning environment, encouraging participation, and following established schedules and guidelines.
• Ability to facilitate basic learning activities by following facilitator guides, communicating objectives, supporting learners, and summarizing key takeaways.
• Basic familiarity with classroom technology (e.g., multiple monitors, presentation remotes/clickers) to support training delivery.
• Basic knowledge of banking systems (e.g., navigation, data entry, interpretation) preferred.
• Proficiency in Microsoft Office applications and Adobe Acrobat preferred.
• Ability to effectively use Windows-based systems.
• Familiarity with SharePoint preferred.

COMPETENCIES:

• Customer Service / Customer Focus
• Sales (preferably needs based selling in a banking or financial services environment)
• Classroom / Small Group Facilitation
• Coaching
• Written and Verbal Communication (clear, concise, and engaging)
• Cyber Security Awareness to Protect the Digital Environment, the Bank, and Customers
• Problem Solving
• Dealing with Ambiguity
• Time Management
• Demonstrate Courage
• Drive for Results
• Interpersonal Savvy
• Integrity and Trust
• Self-Development / Active Learner
• Creativity
• Technology Savvy

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