1st Mid America

Role:The trainer is responsible for designing, delivering, and coordinating training programs to enhance theknowledge skills, and performance of team members within the credit union. This role plays a crucial part indeveloping a well-trained workforce that delivers exceptional service to members and meets organizationalobjectives. Provides support and serves as a resource for continuous improvement within the credit union byassessing employee training needs. Demonstrates and maintains an up-to-date knowledge of and ensures on-going compliance with applicable regulatory requirements, such as BSA, OFAC and internal policies andprocedures.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 andaudiences.- Incorporate adult learning principles and instructional design methodologies into trainingmaterials. Creates, organizes, plans and presents various forms and formats of training anddevelopment programs, including systems, personal and professional development, and othersoft skills.Training Delivery:- Conduct engaging and interactive training sessions for team members, utilizing a variety ofdelivery methods (e.g., classroom, online, and workshops.)- Facilitate training sessions on topics such as member service, products and services,compliance, lending, collections, systems/software, credit union policies and professionaldevelopment.- Adapt training delivery methods to accommodate different learning styles and ensuremaximum effectiveness. Interfaces with staff in high energy, enthusiastic, positive, andprofessional manner.- Travel to branches to provide ongoing training, and work with management to establishtimes that work for team members.Training Coordination:- Works in close cooperation with all departments in order to develop an understanding ofinterdepartmental relationships and design a system of feedback in order to assess and analyzeboth universal and specific training needs.- Collaborate with department managers and subject matter experts to identify training needsand ensure content accuracy.- Schedule and coordinate training sessions, including logistics, participant registration, andmaterials preparation.- Monitor and track training attendance, completion and feedback to assess trainingeffectiveness and make improvements as necessary.- Administrator of credit union's learning management system.- Develops annual training calendar and posts for all team members.- Facilitates Department Showcase, coordinates speakers, schedule, invites attendees, andcoordinates program materials.Training Evaluation and Improvement:-Evaluate training outcomes and assess the impact on team member performance and membersatisfaction.-Gather feedback from participants and stakeholders to continuously improve trainingprograms and materials,-Stay updated on industry trends, regulations and best practices related to training andprofessional development in the credit union sector.Documentation and Reporting:- Maintain accurate records of training activities, attendance, and evaluations.- As needed, prepares reports and summaries on training effectiveness, participant feedbackand training needs assessments.Works with the Human Resources department to develop and coordinate annual "All Staff"training day. Delivers training session on site.Work with management in all departments to see where improvements need to be made, aswell as be available to coach specific team members if they need additional training on asubjectPrepares and implements training budget; maintains records and report of expenses.Administrator of credit union's learning management system.Performs other related duties as required.Performance Measurements:1. To meet all training objectives and goals established for the year.2. To maintain a basic understanding of Credit Union products, services, policies, and procedures, aswell an understanding of the Credit Union's mission.3. To complete reports and records accurately and in a timely manner.4. To relate any problems in training effectiveness to the supervisor, making recommendations to resolvethem.5. To 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 servicesand training.Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industryas equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).InterpersonalSkillsWork 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 becomeimportant 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 toothers.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 withapplicable financial operating and lending core systems is essential.Must be flexible and available to work a non-standard work schedule, including evening andweekend hours. Must be willing to travel both locally and regionally. Overnight travel mayberequired.PhysicalRequirementsMust be able to lift up to 40 pounds. Must be able to walk, bend and kneel as required. Must beable to stand and sit for extended periods of time.WorkEnvironmentMust 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 theposition.
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