Middlesex Savings Bank

  • Training and Development Specialist II

    Location US-MA-Westborough
    Posted Date 3 months ago(3 months ago)
    Req #
    Human Resources - Training
    Position Type
    Full Time
    Standard Working Hours
    Monday - Friday 8:00am - 5:00pm
  • Overview

    The Training and Development Specialist II is responsible for the development and administration of training programs including but not limited to; course design, budget, assessment, reporting, communications, and coaching. Provides creative and effective instruction on a diverse range of topics, ensuring consistency of training programs with Bank policy, strategy, goals, and culture. Establishes and maintains strong collaborative relationships across the Bank and represents the Bank’s Service Standards. Performs any function within scope of authority and expertise to provide the highest level of service and responsiveness to internal and external customers.


    • Supports the development of the annual training budget and provides ongoing forecasting and analysis to department management. In partnership with the Training Manager, assesses and recommends modifications to the budget on an annual basis based on the strategic objectives of the Bank, internal business needs, and regulatory requirements.
    • Develops and project manages training initiatives and related assessments for the Bank’s:
      • 2-year Management Program
      • Professional development courses, including DiSC and Emotional Intelligence
      • Senior-level management courses
    • Acts as program developer and administrator for all Ridge/MSB custom programs. Responsible for developing and sustaining these programs for administrative and operations teams including Service and Operations Excellence and Coaching, People Styles, Candor and Accountability.
    • Plans and delivers existing and new training curricula for the Bank’s training programs within established time and scope parameters and toward pre-established outcomes in alignment with the Bank’s Strategic Plan.
    • Performs initial and ongoing needs-assessments to ensure course content meets stated objectives and supports organizational and individual needs. Utilizes tools including pre- and post-class surveys, evaluations, interviews, and gap analysis.
    • Exercises informed judgment in selecting and recommending methods and techniques for training which can include pre-work, classroom facilitation, online learning, Lunch and Learn sessions, training reinforcement activities, and group and individual coaching.
    • Recommends and administers budgets and schedules for areas of responsibility, including internal and external programs. Recommends outside vendors as appropriate. Creates Level 1, 2, and 3 evaluations. Analyses and reports results and recommends improvements based on analysis.
    • Conducts and facilitates blended learning programs and courses.
    • Delivers post-class support where appropriate in the form of individual coaching to increase the application of knowledge gained in training. Provide feedback to the attendee and manager on progress as appropriate.
    • Supports and leads other Bank training as required, including but not limited to; sales and customer service skills development, operations, core systems, technology, and branch banking.
    • Ensures full compliance with the Bank’s policies and procedures, including vendor management.
    • Represents the Bank through active participation in community and industry organizations and events.
    • Actively serve as a resource for Bank teams and employees in defined areas of responsibility.
    • Refers sales opportunities to other departments or Bank affiliates in support of established objectives.
    • Performs related and unrelated duties as may be required.






    • Bachelor’s Degree or higher with a concentration in adult learning, instructional design, and development. Five plus years of relevant experience.
    • Demonstrated ability to support the Bank’s culture and strategic objectives through training development and coaching.  Exemplary modeling and use of the Bank’s service skills, including People Skills and People Styles.
    • Proven ability to design, develop, and deliver effective training, communications, and information resources for a range of job skills and professional development disciplines. Excellent understanding of distribution channels and Bank products and services.
    • Excellent communication skills and ability to present to a variety of audiences including senior management.
    • Proven ability to review and analyze training metrics and make recommendations for improvements and efficiencies. Able to successfully build a logical case for training and convey recommendations in concise verbal and written management level communications.
    • Certification in instruments such as DiSC, EQ, MBTI or other preferred.
    • Excellent organizational and training technology skills.
    • Must have valid driver’s license and be able to travel throughout the Bank’s territory.
    • Must be able to lift and move up to 25 lbs.


    * Trainer certifications in the following Middlesex Savings Bank programs will be required within two years of hire

    • Ridge Training People Skills
    • Ridge Training Coaching
    • Ridge Training People Styles


    Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled


    Search Firm Representatives, Please Read Carefully: Middlesex Savings Bank does not accept unsolicited resumes from search firms for this or any employment opportunity.


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