ERIEBANK, Retail Lending Trainer, Hybrid

About the role

The Retail Lending Trainer is responsible for development of a skilled, knowledgeable, and compliant lending team that supports organizational growth and performance. This role designs, delivers, and evaluates training programs aligned with business goals, regulatory requirements, and evolving industry standards. The position plays a key role in enhancing employee capability, improving client experience, and ensuring operational excellence across lending functions.

Responsibilities

• Design and develop comprehensive training programs aligned with consumer and residential lending needs, regulatory requirements, and organizational goals.
• Facilitate engaging in-person and virtual training sessions that build technical skills, sales effectiveness, and compliance knowledge.
• Evaluate training effectiveness through performance assessments, identifying skill gaps and recommending targeted development actions.
• Serve as a subject matter expert in consumer and residential lending, maintaining up-to-date knowledge of compliance, systems, and best practices.
• Collaborate with lending leaders and stakeholders to identify training needs and deliver solutions that support operational performance and client experience.

Attitudes

• Builds positive relationships with internal and external clients by valuing others’ feelings and rights in both words and actions, and embracing others’ unique beliefs, backgrounds, and perspectives by demonstrating respect: treats all individuals with professionalism, fairness, and consideration, fostering trust and psychological safety in learning environments.
• Client focus: prioritizes training that enhances employee ability to deliver exceptional client experiences and tailored financial solutions.
• Inclusion: creates an engaging and welcoming learning environment where diverse perspectives are valued and leveraged to strengthen outcomes.

Behaviors

• Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating leadership: leads dynamic training sessions and drives a culture of continuous learning and development across lending teams.
• Integrity: ensures all training content and delivery meet regulatory standards and organizational policies without compromise.
• Collaboration: partners effectively with cross-functional teams to align training initiatives with business needs.
• Volunteerism: supports community initiatives and promotes organizational involvement through training and engagement opportunities.

Competencies

• Reflects skill, good judgment, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating accountability: takes ownership of training outcomes, ensuring programs are effective, measurable, and aligned with performance goals.
• Innovation: incorporates modern training methods, digital tools, and evolving technologies to enhance learning effectiveness.
• Professionalism: maintains high standards in communication, facilitation, and program execution.

Position level expectations

• Specialist I: Entry-level role focused on execution and foundational skill development. Supports the design and delivery of training programs while building subject matter knowledge in consumer and residential lending. Works under guidance to facilitate portions of training, manage logistics, and maintain training materials and systems.
• Specialist II: Intermediate role with increased ownership of training initiatives. Independently designs and delivers training programs, evaluates effectiveness, and partners with business leaders to address skill gaps. Demonstrates strong subject matter expertise and contributes to improving training processes, content, and learner experience.
• Officer: Advanced-level role responsible for strategy, leadership, and enterprise impact. Leads the development and execution of training programs aligned with organizational goals, regulatory requirements, and business performance. Acts as a subject matter expert, influences stakeholders, drives innovation in training delivery, and ensures measurable outcomes across lending teams.

Requirements

Education & experience

• High school diploma or GED required; related experience in lending, training, or financial services preferred.
• Secondary education or certifications in training, education, or finance are a plus.
• A background screening will be conducted.

Language skills

• Strong written and verbal communication skills with the ability to present information clearly to individuals and groups.

Technology skills

• Proficiency in digital tools, LMS platforms, and lending systems (e.g., nCino, Empower, Salesforce, Loan Officer Digital) or the ability to learn quickly.

Mathematical skills

• Ability to perform basic calculations and interpret financial data, ratios, and performance metrics.

Reasoning ability

• Ability to analyze training needs, solve problems, and adapt learning solutions to complex business environments.

Physical demands and work environment

This position operates in a professional office environment with extended periods at a desk using standard office equipment. Noise level is moderate with frequent communication and collaboration. Frequent travel (quarterly) may be required to support training across market areas or attend off-site sessions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• Medical, dental, vision & life insurance
• 401(k) with company match
• Paid time off & recognized holidays
• Leave policies
• Voluntary benefit options (life, accident, critical illness, hospital indemnity & pet)
• Employee assistance program
• Employee health & wellness program
• Special loan and deposit rates
• Gradifi student loan paydown plan
• Rewards & recognition programs

Eligibility requirements apply.