Training Specialist

Purpose

Facilitate training through a blended learning approach including instructor-led training, virtual instructor-led training and on-site team coaching/training is the primary responsibility of this role. This position supports all internal training with an emphasis on new hire orientation, new products rollout, branch operations and experience training.

Organizational Standards

An energetic, self-motivated, enthusiastic, “team player” to represent our credit union with members, prospective members, other staff and the community; while exercising sound business judgment, maintain a professional appearance and displaying a positive attitude.

Primary Responsibilities

• Researches, develops and conducts training sessions for employee orientation, on-boarding, products and services; member service skills; sales skills; refresher training; and soft skills necessary for employees to achieve outstanding performance levels.
• Research and recommend effective methods to educate and enhance the performance and productivity of Credit Union employees. When necessary, using outside training programs that provide subject matter expertise in areas for which the credit union does not have internal resources of knowledge and skill.
• Collaborates with Supervisors regarding trainee performance; develops process for retraining, as needed. Regularly surveys, interviews staff and management to identify training needs and/or gaps.
• Maintains Credit Union training library, online training and other training materials. Serves as online learning administrator. Selects or develops teaching aids such as training handbooks, demonstration models, multimedia visual aids, computer tutorials, and reference materials, ensuring all training materials are up to date.
• Evaluate and identify opportunities and methods to enhance e-learning and LMS programs and processes.
• Communicate with management and staff on a regular basis to acquire the knowledge needed to develop effective training programs and procedures.
• Performs administrative duties associated with training including but not limited to tracking and documentation of all training programs and testing.
• Maintains a comprehensive understanding of the features and benefits of all credit union products and services. Keeps abreast of marketing promotions and communicates procedures related to special offerings to affected staff.
• Develop and maintain a calendar of the required annual regulatory training courses and track attendance of all credit union employees.
• Participates in events sponsored by both the credit union and community organizations to enhance DFCU’s image and provide financial literacy to the residents of the areas we serve.
• Responsible for ensuring confidentiality and security of credit union and member information and documents.
• Maintains up-to-date knowledge of the policies, procedures, rules, and regulations that govern credit union operations.
• Comply with all aspects of BSA/AML and OFAC regulations as related to position.
• Service the membership and maintain a positive attitude within the office at all times.
• Performs all other related duties as requested by management.

Employment Requirements

• High school graduate: secondary education preferred.
• One to two (1-2) years previous training experience with working knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
• Two to four (2-4) years credit union or banking experience preferred.
• Ability to be bonded.
• Ability to work independently and collaboratively, handle multiple priorities, problem-solve, exercise good judgement and employ initiative.
• Experience utilizing a Learning Management System (LMS).
• Must possess excellent verbal and written communication skills.
• Knowledge and skill in using business software, such as Word, Excel, etc.
• Preferred knowledge of Symitar core data processing system.