Process Documentation & Training Analyst

SUMMARY: Documentation and Training Analyst is responsible for meticulously documenting operational procedures through various sources, such as existing documentation, process maps, employee observations, and customer feedback by collaborating with stakeholders. Also responsible for developing process training modules to support operational efficiency and effectiveness.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Build and maintain productive partnerships with first and mid-level managers, as well as the process improvement team to ensure procedures and training content are aligned with business initiatives.

• Document operational procedures utilizing existing documentation, process maps, department/employee observation, management collaboration, and/or customer feedback (internal/external).

• Design and develop forms/templates, quick reference guides, process flowcharts, diagrams, and checklists to support operational procedures.

• Consult with appropriate process owners, users, and subject matter experts to validate process flow and communicate best practices.

• Ensure guidelines are followed for the development of new procedures and updates to existing ones.

• Verify standardized templates are used to document all procedure development and updates.

• Ensure all procedures are approved by the appropriate process owners.

• Ensure established periodic review of procedures is performed by respective process owners.

• Develop training modules supporting defined process flow, compliance requirements, corporate policy, and performance expectations.

• Perform needs analysis to design overall training plans within a unit.

• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).

• Adheres to Bank policies and procedures and completes required training.

• Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree or equivalent required.

EXPERIENCE

• Minimum 4 years in policy and procedures documentation required.

• Minimum 4 years of experience designing/developing training modules and delivering training required.

• Experience in developing eLearning training preferred.

• Experience within the banking industry preferred.

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent written and verbal communication skills.

• Ability to analyze complex, large scale processes and simplify into defined steps and tasks.

• Knowledge of process improvement methods.