GENERAL ACCOUNTABILITIES: To design, develop and facilitate training programs designed to enhance employees’ performance and productivity in The Bank.  To conduct needs analysis to ascertain training needs. To ensure effective delivery, awareness and understanding of CB Policies and Procedures. To conduct data analysis and reporting to inform proactive departmental and organizational decision making. The incumbent must fully comply with the Bank’s Security Policies as outlined in its Security Policy Manual and the Bank’s Anti-Money Laundering (AML), Counter Financing of Terrorism (CFT) and Know Your Customer (KYC) requirements. In addition, the position holder is required to uphold the Bank’s Customer Service Standards and Code of Ethics at all times.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1.      DATA ANAYLST PRIMARY DUTIES

1. Collects and analyzes Training and Organizational Development reports, procedures, system design, and other data useful to identify opportunities for improvement.
2. Assesses current practices and documents, records, and reports on findings.
3. Compiles business intelligence or trends to support actionable recommendations.
4. Collects and compiles metrics and data from a variety of sources that encompasses Human Resources, Training and Organizational Development in order to analyze and make recommendations.
5. Utilizes interpersonal skills when working with key stakeholders to accomplish project goals.
6. Conducts performance-based measurement assessments for objective evaluation of instructional programs.
7. Updates Communities and relevant documents in Three Thirds Collaboration (i.e.) TRAC It and It’s Up To You.
8. Compiles information and prepares month-end report for submission to the Senior Manager, Organizational Development.
9. Assists Senior Manager, Organizational Development with all organizational development activities (i.e.) performance management (TRAC It), succession planning, career pathing, job profiles etc.
10. Assists Senior Manager, Organizational Development with implementing and reporting on key performance metrics to evaluate training initiatives against the Bank’s performance.
11. Obtains information from CLC Management and Training Officer(s) to compile a recommendations log to improve bank operational procedures as a result of feedback received during training sessions.
12. Assists Senior Manager of Organizational Development with assessing instructional effectiveness and summarizes evaluation reports determining the impact of training on employee skills (i.e. Return on Analysis for the training) and how it affects Key Performance Indicators (KPIs).
13. Generates reports and queries, including writing, maintaining and supporting a variety of reports or queries utilizing appropriate reporting tools. Assists in development of standard reports for ongoing customer needs.

2.         TRAINING OFFICER PRIMARY DUTIES

1. Designs, develops and facilitates training programs.
2. Operates as the Training Lead to facilitate training programs for new CSRs and Operations Officers.
3. Conducts in-branch training for cashiering staff (as required).
4. Conducts follow-up testing on employees who undergo CB’s in-house workshops and seminars (as requested).
5. Develops or oversees the production of training materials.
6. Facilitates structured learning experiences (i.e. in-classroom workshops, online trainings, tutorials, videos etc.) and monitors progress of participants.
7. Jointly responsible for ABA portfolio, including enrollment, follow-up, transfers and reimbursement (if required).
8. Liaises with internal e-learning program team to ensure a successful technical implementation and maintenance of the e-learning tools.
9. Ensures all technical requirements are met prior to launch and upgrades of e-learning, in conjunction with IT Department.
10. Assists with assigning content to groups or students in Learning Management System (LMS).
    

3. PROGRAM EVALUATION & REPORTING

1. Conduct post-training assessments within 3 months after training event to measure learning effectiveness and application on the job.
2. Maintain accurate training records and provide monthly reports on participation, completion, and performance improvement.
3. Use feedback and performance data to continuously refine training programs.
4. Escalate parking lot items and employee feedback to the Manager and AVP of Training & Organizational Development for resolution and to inform the organization of operational challenges.

4. ORGANIZATIONAL DEVELOPMENT SUPPORT

1. Contribute to the Skills Bank initiative by documenting credit staff competencies, certifications, and development progress.
2. Provide input into succession planning by identifying high-potential employees within credit functions.
3. Participate in strategic learning initiatives that enhance sales culture through improved credit knowledge.

5. STAKEHOLDER COLLABORATION

1. Consult with department managers, branch leaders, and executives to identify training needs and ensure programs support business objectives.
2. Collaborate closely with TOD team members on cross-functional training initiatives and blended learning programs.
3. Represent the department in meetings on training, compliance, and operational effectiveness as required.

6. REPORTING

1. Prepare and submit comprehensive monthly reports on all workshops, including post-training evaluations, activities, projects, and partnerships, to measure ROI, track employee development progress, and evaluate learning transfer effectiveness.
2. Submit monthly planning reports to contribute to the monthly training schedule.
3. Maintain a minimum of twelve training days per month, which may include facilitating training sessions, participating in training, or conducting post training analysis.

• Bachelor’s degree in Banking, Finance, Business, or related field.
• 3–5 years’ experience in credit, collections, or training within financial services.
• Familiarity with regulatory frameworks (AML, CFT, KYC, Basel principles).
• Certification in training, credit, or organizational development is an asset.

• Strong facilitation and instructional design skills.
• Excellent communication and people skills.
• Sound knowledge of banking credit operations, loan structuring, and collections.
• Proficiency in Microsoft Office Suite, Course Authoring tools e.g., Canva, Rise 360, Easy Generator and LMS platforms (Docebo preferred) for the effective management and delivery of training.
• Ability to analyze performance data and translate insights into training solutions.
• Proficient in designing post training assessments and analyzing earning outcomes.
  
• Ability to interpret performance data to refine training strategies and measure ROI.
• Skilled in planning, executing, and monitoring training initiatives within set timelines.