Client Experience Trainer
$82,400–$110,000 year
On-site · Santa Barbara, California, United States
Job Summary
Client Experience Trainer responsible for designing and delivering training that equips bank staff to provide high-quality client experiences. Focus areas include onboarding through advanced, function-specific instruction; standardizing procedures; maintaining current bank policies and procedures (including BSA/AML/OFAC), and coordinating with HR, Compliance, and various departments to deliver comprehensive training programs. Duties include scheduling new-hire training, developing additional training as needed, evaluating training effectiveness, managing training budgets, administering LMS platforms, and supporting career development roadmaps. Strong emphasis on customer-centric training, risk mitigation through structured instruction, and ensuring consistency across multiple channels and functions.
Required Qualifications
- Bachelor’s degree from a college or university; or 2-5 years of related experience and/or training; or the equivalent combination of education and experience.
- Work-related experience must consist of training and facilitation in a financial institution or corporate environment.
- Educational experience, through in-house training sessions, formal school or financial industry-related curriculum, is required to be applicable to the financial industry.
- Certified Training Professional (CTP) Certification from the Association for Financial Professionals is preferred.
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