Training Coordinator

Coordinates training and staff development programs for the credit union to provide consistency and continuity of learning throughout the organization. At the direction of the VP Member Service, provides learning opportunities designed to increase staff knowledge, confidence, and commitment to achieving high-performing sales and service standards. Assists with the application of a complement of training and organizational development programs based on careful needs assessments, opportunity identification, best practices, and program evaluation.

• Assists with the formulation, development, and delivery of training and development programs for new hires and on-the-job training as deemed appropriate for meeting the needs of management, staff, and objectives set forth for the credit union.
• Assign and support branch mentors to reinforce learning.
• Works individually and collaboratively with others to coordinate and design curriculum, class scenarios, exercises, assignments, tests, and measurement tools to verify effectiveness, trainee comprehension, and interest.
• Responsible for and/or assists with designing and updating training manuals, materials, classes, and procedures.
• Regularly conducts organizational and departmental learning needs analysis and assessment, to include shadowing employees, to identify skills/knowledge gaps, and implement targeted refresher training.
• Tracks the progress of trainees and existing staff through routine tests, observation, and feedback, and works with department managers and supervisors to ensure all staff are up to date on product and service offerings. Communicates and reports progress to department leaders.
• Schedules and coordinates external training, seminars, webinars, etc., as well as the utilization of training rooms, equipment, and special needs related to training.
• At the direction of the VP Member Service collaborates with Managers to provide classes and learning opportunities that support career paths and the development progression of their staff.
• Leads and provides train-the-trainer sessions for internal subject matter experts on the most effective learning techniques to ensure all involved in training understand training fundamentals.
• Accounts for and works within budgets or expenses approved by the VP, Member Service.
• Stays current on training programs and procedures and is responsible for attending required compliance and regulatory training.
• Responsible for coordinating the use of the credit union's Knowledge Management System (KMS). Ensure that all job aids and procedures are efficiently uploaded to the credit union's Kbase.
• Responsible for coordinating and leading engaging training sessions for staff on the Creating Member Loyalty program, along with other essential sales and service training initiatives.
• Performs other duties as assigned.

• Required to travel to other branches for training, including the Southern Pines location.
• Complies with the Federal Bank Secrecy Act, Anti-Money Laundering & Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma with Training Certification preferred.
• On an annual basis, it is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training.

• 3-5 years of member service experience in a Credit Union or Financial Institution is highly desired.

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing, or training others. Outside contact becomes 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.

• Ensures work area is clean, secure, and well-maintained.
• Promote a safe and productive learning environment.
• Person with enthusiasm, approachable, able to read others and assess training needs.
  • Effective communication skills, both verbal and written, and the ability to effectively interact with all levels of the organization and the membership.
  • Leadership, organizational, analytical, coaching, presentation skills, group facilitation, and critical thinking skills.
  • Ability to plan, develop, and implement training curriculum and job aids.
  • Ability to demonstrate the achievement of program goals and objectives.
  • Must be able to model and promote high learning and…