Trainer, Training Instructor ​/ Specialist

Position: 1st Mid America Credit Union Trainer

Role
The trainer is responsible for designing, delivering, and coordinating training programs to enhance the Role
The trainer is responsible for designing, delivering, and coordinating training programs to enhance the
knowledge skills, and performance of team members within the credit union. This role plays a crucial part in
developing a well-trained workforce that delivers exceptional service to members and meets organizational
objectives. Provides support and serves as a resource for continuous improvement within the credit union by
assessing 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 and
procedures.
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 and

audiences.

• Incorporate adult learning principles and instructional design methodologies into training

materials. Creates, organizes, plans and presents various forms and formats of training and
development programs, including systems, personal and professional development, and other
soft skills.
Training Delivery

• Conduct engaging and interactive training sessions for team members, utilizing a variety of

delivery 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 professional
development.

• Adapt training delivery methods to accommodate different learning styles and ensure

maximum effectiveness. Interfaces with staff in high energy, enthusiastic, positive, and
professional manner.

• Travel to branches to provide ongoing training, and work with management to establish

times that work for team members.
Training Coordination

• Works in close cooperation with all departments in order to develop an understanding of

interdepartmental relationships and design a system of feedback in order to assess and analyze
both universal and specific training needs.

• Collaborate with department managers and subject matter experts to identify training needs

and ensure content accuracy.

• Schedule and coordinate training sessions, including logistics, participant registration, and

materials preparation.

• Monitor and track training attendance, completion and feedback to assess training

effectiveness 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, and

coordinates program materials.
Training Evaluation And Improvement

• Evaluate training outcomes and assess the impact on team member performance and member

satisfaction.

• Gather feedback from participants and stakeholders to continuously improve training

programs and materials,

• Stay updated on industry trends, regulations and best practices related to training and

professional 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 feedback

and 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, as
well as be available to coach specific team members if they need additional training on a
subject
Prepares and implements training budget; maintains records and report of expenses.
Administrator of credit union's learning management system.
Performance Measurements
Performs other related duties as required.

• To meet all training objectives and goals established for the year.
• To maintain a basic understanding of Credit Union products, services, policies, and procedures, as

well an understanding of the Credit Union's mission.

• To complete reports and records accurately and in a timely manner.
• To relate any problems in training effectiveness to the supervisor, making recommendations to resolve

them.

• 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 services
and training.
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…