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