Trainer

About the role

The primary objective of this position is to perform training for credit union personnel, following credit union and regulatory policies and procedures related to teller, inclusive of products/sales and services.

Responsibilities

• Train staff in operational policies and procedures relating to New Hire, Teller and Soft Skills.
• Review job description and Training Check List and Career Path with new employee to ensure the employee is trained in all aspects of position before being released for normal duties.
• Advise VP of Training for completion of each training session; including Pre/Post Assessments and Summary of Training.
• Communicate, recommend and follow up with the supervisor before employee is released to inform them of employee’s status (strong points and weak points) at end of training period.
• Perform other operational or regulatory training as directed and recommend additional training when needed.
• Perform branch visits to review policies and procedures with branch managers and staff.
• Use visits to observe the daily operations of the branch to determine any necessary training or clarification of procedures/policy issues.
• Advise training staff of needs.
• Train/conduct training sessions at outside branches when necessary.
• Assist with on-the job training/mentoring of staff.
• Develop, maintain, and distribute training materials including procedure manuals.
• Coordinate and conduct training sessions on services, products, procedures and materials as directed.
• Provide input to procedures to enhance and improve operations and to comply with regulatory changes as needed.

Requirements

• High School Diploma or GED.
• Two (2) years of experience in assessing and meeting customer/member needs through customer service with one (1) year of coaching, training, education, or financial institution experience.
• Financial industry experience and Secondary Education preferred.
• Strong Public Speaking and Presentations skills.
• Ability to effectively communicate process and procedures.
• Knowledge of Microsoft PowerPoint, Word, Outlook and Excel.

Skills

• Presentation Skills
• Communication
• Human Relation Skills
• Time Management
• Organization Abilities
• Initiative and Follow-through
• Reliability and Attention to Detail
• Excellent interpersonal skills including courtesy, professionalism both in and out of the classroom, and cooperative attitude.

Physical and Mental Requirements

Position involves wrist / hand manipulation; frequent viewing of computer monitor; ability to lift up to 20 lbs. May be required to stand for extended periods of time. Required to speak to groups of people for part or full days. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction. Must be able to drive a vehicle and have a valid driver’s license. Position involves mobility in order to perform branch training. Periodic before &/or after hours and Saturday work.