Talent Development and Training Specialist

Essential Functions & Responsibilities

• Organize onboarding of new employees. This includes guiding them through orientation, introducing Credit Union history, systems, policies, and service expectations, and ensuring a smooth transition into their roles.
• Congduct training sessions for employees at all levels. These sessions cover systems, software, operational procedures, and service standards, and are delivered through in-person, virtual, and blended learning formats.
• Travel to retail branches to facilitate in-person training. During these visits, the specialist leads instruction on point-of-sale systems, software tools, and operational policies, while reinforcing a high-performing, member-focused culture.
• Assists with the development of customized training solutions through collaboration with departments leaders and the training team and provides one on one coaching and support to employees as needed.
• Tracks the progress of trainees through routines tests, observations, and feedback from department leaders; evaluates the effectiveness of the training programs and makes recommendations for improvements.
• Perform other duties as assigned.

Performance Measurements

• Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
• Mets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Knowledge and Skills

• Experience: Three years to five years of similar or related experience.
• Education: (1) A bachelor's degree, or (2) 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: Strong technology skills. Excellent communication both written and spoken. Financial or retail banking industry experience (preferred).

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

• Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards.
• May periodically travel to other, similar sites.
• The noise level in the work environment is usually moderate.