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The Training and Development Specialist is responsible for developing and conducting training programs for various departments including but not limited to Deposit Operations, Lending, Contact Center, and Card Services. The Training and Development Specialist will work with credit union management to design, coordinate, schedule, and implement a variety of training programs for new hires. Additionally, the individual in this position will coordinate or facilitate continuing education modules or work with subject matter experts to develop training for current team members. The Specialist will monitor effectiveness during training and provide developmental feedback to employees and maintain comprehensive records of training activities and results. This position is also responsible to assist with the administration of the annual corporate compliance training. The Training and Development Specialist may also be involved in the development of mentor programs in specific functional areas. This position will require travel to all other company locations.

Key Responsibilities:

• Demonstrate enthusiastic support of credit union core values, mission, and long-term goals and objectives through training programs
• Develop and conduct new hire, needs based, and ongoing training for team members
• Conduct virtual and in person new hire training for assigned positions and co-ordinate with department leaders to ensure training curriculum is applicable and updated periodically to reflect current policies, procedures, and industry trends
• Maintain a thorough understanding of all job duties required to effectively train job responsibilities for positions in different areas
• Collaborate with department leaders and subject matter experts to develop training objectives and curriculum for current team members
• Create, implement, and maintain a training calendar for the credit union
• Test trainees to measure progress and to evaluate effectiveness of training, provide feedback on this progress, and evaluate and measure training effectiveness
• Work with credit union leaders to develop training and reference materials for new products, policies, and procedures
• Recommend appropriate instructional methods and follow-up needs for new hires to their supervisors
• Coordinate with credit union staff to secure training facilities, supplies, and travel arrangements when necessary
• Work in or shadow in each assigned department to ensure a current working knowledge of the departments and the team member experience
• Assist Member Experience Manager with compliance training to ensure training is completed timely and documented appropriately
• Assist management with testing new processes, product implementation, and form development
• Assist management with policy and procedure reviews, development, and updates
• Maintain a working knowledge of applicable regulations (including, but not limited to Privacy Act; OFAC; The Patriot Act and Bank Secrecy Act)
• Travel to various credit union locations as needed (local 25% and overnight up to 25%)

Essential Qualifications and Competencies:

• Bachelor's degree in business, education, or related field required
• 3-5 years of related experience required
• 3 years of experience working as a Teller, Customer Service Representative, or lender strongly preferred
• Exceptional oral, written, and interpersonal communication skills with the ability to effectively listen, take instruction and disseminate information
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules, composition, and grammar
• Advanced organizational skills with ability to manage multiple priorities; perform duties under time pressures: prioritize workflow and follow-up; and meet deadlines
• Ability to develop visual graphics, design curriculum, develop and proof written materials and speak at ease to

• varied size groups.
• Proficient knowledge of Microsoft Office tools: Work, PowerPoint, Outlook, Teams etc. and ability to quickly learn different software
• Requires specific vision abilities such as close vision, adjusting focus for close computer work, and some color vision
• Current driver's license and ability to drive in the course of performing assigned duties and responsibilities.
• Ability to use primarily the fingers for typing, picking up small objects, or pinching fingers together
• Ability to sit for up to eight hours