Automation Software Credit Unions Jobs (NOW HIRING)

Role The trainer is responsible for designing, delivering, and coordinating training programs to enhance the knowledge, skills, and performance of team members within the credit union. This role plays a crucial part in developing a well‐trained workforce that delivers exceptional service to members and meets organizational objectives.

The trainer provides support and serves as a resource for continuous improvement by assessing employee training needs and ensuring ongoing compliance with applicable regulatory requirements, such as BSA, OFAC, and internal policies and procedures. Essential Functions & Responsibilities Training Program Development Assess training needs and develop training programs aligned with organization goals. Design and create training materials, presentations, and resources for various topics and audiences.

Incorporate adult learning principles and instructional design methodologies into training materials. Creates, organizes, plans and presents various forms and formats of training and development programs, including systems, personal and professional development, and other soft skills. Training Delivery Conduct engaging and interactive training sessions for team members, utilizing a variety of delivery methods (classroom, online, workshops). Facilitate training sessions on topics such as member service, products and services, compliance, lending, collections, systems/software, credit union policies and professional development.

Adapt training delivery methods to accommodate different learning styles and ensure maximum effectiveness. Interface with staff in a high‐energy, enthusiastic, positive, and professional manner. Travel to branches to provide ongoing training and work with management to establish times that work for team members. Training Coordination Work in close cooperation with all departments to develop an understanding of interdepartmental relationships and design a system of feedback to assess and analyze training needs.

Collaborate with department managers and subject‐matter experts to identify training needs and ensure content accuracy. Schedule and coordinate training sessions, including logistics, participant registration, and materials preparation. Monitor and track training attendance, completion and feedback to assess training effectiveness and make improvements as necessary. Administrator of credit union's learning management system. Develop an annual training calendar and post for all team members.

Facilitate Department Showcase, coordinate speakers, schedule, invite attendees, and coordinate program materials. Training Evaluation and Improvement Evaluate training outcomes and assess the impact on team member performance and member satisfaction. Gather feedback from participants and stakeholders to continuously improve training programs and materials. Stay updated on industry trends, regulations and best practices related to training and professional development in the credit union sector.

Documentation and Reporting Maintain accurate records of training activities, attendance, and evaluations. Prepare reports and summaries on training effectiveness, participant feedback and training needs assessments. Work with the Human Resources department to develop and coordinate annual "All Staff" training day and deliver training sessions on site. Coordinate management in all departments to identify areas for improvement and provide coaching on a subject‐specific basis.

Prepare and implement the training budget; maintain records and report of expenses. Administrator of credit union's learning management system (duplicate). Perform other related duties as required. Performance Measurements Meet all training objectives and goals established for the year. Maintain a basic understanding of Credit Union products, services, policies, and procedures, as well as an understanding of the Credit Union's mission. Complete reports and records accurately and in a timely manner.

Relate any problems in training effectiveness to the supervisor, making recommendations to resolve them. Provide friendly, professional, and accurate service and support to all members and associates.

Knowledge and Skills

Experience:

Minimum of three years in a financial environment with expertise in credit/financial services and training.

Education

Either a bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree). Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level.

Outside contacts become important, and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills Must possess excellent verbal, written, presentation and interpersonal communication skills. Must be able to operate related computer software and business equipment, including 10‐key, telephone, slide, film, overhead projector, and other related training aids.

Professionalism in appearance, dress, and attitude is a must. Advanced skills with MS Office programs (Word/Excel/PowerPoint). Advanced skills with applicable financial operating and lending core systems is essential. Must be flexible and available to work a non‐standard work schedule, including evening and weekend hours. Must be willing to travel both locally and regionally. Overnight travel may be required.

Physical Requirements

Must be able to lift up to 40 pounds, walk, bend and kneel as required, and stand and sit for extended periods of time.

Work Environment

Must have a valid driver's license and driving record in good standing.

Disclaimer

Must be able to work and travel to different credit union locations as determined by management. This Job Description is not a complete statement of all duties and responsibilities comprising the position.