New Accounts Training Specialist III

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

This is a hybrid role requiring 4 days onsite and 1 day remote each week.

This role will also require travel, with assignments and training activities taking place across both the West Coast and East Coast.

The Opportunity

Seeking a candidate with strong facilitation and training skills to support the implementation and enhancement of the Teller Insight system across multiple geographies. This role will provide hand-on training and support branch colleagues, helping ensure they understand new and enhanced Teller Insight functionality and can confidently apply it in their daily responsibilities.

The Responsibilities:

• Introduction to Teller Insight: Explain the purpose of the system, how it is used in daily teller operations, and how it supports accurate and efficient transaction processing.

• System Navigation: Walk new hires through logging in, accessing the system, navigating the main screens, and locating commonly used features and functions.

• Transaction Processing: Demonstrate how to properly process common teller transactions and explain the information that must be entered into or verified during each transaction.

• Customer and Account Information: Review how to access and verify customer information while emphasizing accuracy, confidentiality, and appropriate handling of customer data.

• Cash Handling and Balancing: Explain how Teller Insight supports cash transactions, balancing procedures, and the importance of maintaining accurate records.

• Security and Compliance: Review identification requirements, user access, transaction controls, privacy expectations, and procedures for protecting customer and company information.

• Error Handling: Demonstrate what to do when an error occurs, including how to correct transactions, how to reverse transactions, when to seek assistance, and when a transaction should be escalated to a supervisor.

• Practice and Hands-On Exercises: Give new hires opportunities to practice common scenarios in a training environment and allow them to ask questions throughout the session.

• Troubleshooting and Support: Explain common issues and identify who new hires should contact when they need technical or operational assistance.

• Knowledge Check: End the training with a review of key concepts and confirm that each new hire can complete the essential Teller Insight functions accurately and confidently.

• The facilitator should focus on demonstrating the process, explaining why each step is important, allowing new hires to practice, and correcting mistakes in real time.

The Qualifications

• 3-5 years of facilitator experience required.

• 2-4 years of Teller Insight experience highly desired.

• Knowledge of the working structure, policies, mission, and strategies of the organization.

• Understanding of operational processes and procedures of the assigned functional area.

• Familiarity with adult learning theory and concepts, principles, and practices of the financial services industry.

• Skill in analyzing training materials and trainee information.

• Ability to prepare instructional sites and manage the learning environment effectively.

• Proficiency in responding to trainee needs for clarification or feedback and providing positive reinforcement.

• Capability to select and use appropriate instructional methods and media.

• Experience in evaluating trainee performance and reporting evaluation information.

• Ability to partner with other functional areas to accomplish objectives.

• Facilitation skills to ensure all viewpoints, ideas, and problems are addressed during meetings.

• Capacity to incorporate needs, wants, and goals from different business unit perspectives into training plans.

• Proficiency in reading, comprehending, and applying technical information.

• Skill in managing multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions.

• Effective communication skills, both oral and written.

• Ability to work collaboratively within a team environment and provide a high level of customer service.

• Capability to establish and maintain effective working relationships.

• Maintain a working knowledge of operational issues, procedures, training techniques, and methodologies.

• MS Office proficient

• Bachelor’s degree preferred

This is the pay range that Magnit reasonably expects to pay for this position: $37.00/hour - $41.00/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE

Work Authorization : US Citizen

Preferred years of experience : 1 years

Travel required : No travel required

Shift timings : Role will also require travel between West Coast and East Coast.