Training and Engagement Specialist

Step into a highly impactful leadership role where your comprehensive banking knowledge can shape the success of every new team member! We’re seeking an energetic and experienced Training and Engagement Specialist with a strong command of financial‑institution products and services, regulatory compliance, core processing systems, lending, and personnel development. In this role, you’ll design and deliver training for all new hires while also leading ongoing education that keeps our entire organization informed, confident, and performing at its best.

If you thrive on helping others grow and enjoy being the go‑to expert across multiple areas of banking, this is an exciting opportunity to make a lasting difference.

• Stay up to date on the most current policies, procedures, operating systems, and regulatory compliance requirements to provide accurate information to staff.
• Coordinate with department leaders to identify training needs and ensure all employees have the necessary skills for their roles.
• Support the new employee onboarding process, ensuring a smooth and welcoming experience.
• Develop and deliver training programs, such as Symitar and Meridian Link, for new hires and existing staff.
• Create and manage professional development plans and career pathing initiatives for employees.
• Develop and update training materials, guides, job aids, and e‑learning content.
• Track the progress of trainees through routine tests, observation, and feedback from supervisors; evaluate the effectiveness of the current training through assessments, surveys, and feedback.
• Plan and facilitate employee engagement activities and initiatives to improve overall company morale.
• Manage and coordinate company‑wide events.
• Coordinate the distribution of cards, gifts, or other recognition for things such as employee birthdays, work anniversaries, etc.
• Coordinate logistics for training, including calendar invites, reminders, content prep, and follow‑up communications.
• Maintain and update the company’s online photo directory and other internal communication platforms.
• Produce a monthly team member newsletter.
• Assist with the coordination of administrative duties and details related to the employee life cycle, from hiring to exiting the company.
• Maintain a current list of external vendors and services related to training and events.
• Coordinate with external parties for employee training, recognition, and event needs.
• Perform other related duties as assigned.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

• Regular and dependable attendance.
• Strong presentation and facilitation skills, with a passion for helping others succeed.
• Thorough understanding of training methodologies and employee engagement principles.
• Excellent verbal and written communication skills.
• Excellent organizational skills with meticulous attention to detail.
• Excellent time management skills and the ability to meet deadlines.
• Bachelor’s degree or four or more years of similar or related experience.
• Professionalism expressed in appearance, dress, and attitude.
• Work involves extensive personal contact with others and is of a personal or sensitive nature.
• Ability to motivate, influence, and train others.
• Experience in a credit union or financial services environment is a plus.
• Advanced skills with MS Office programs (Word/Excel/PowerPoint, and Teams).

• Frequently required to sit, stand, talk, and hear.
• This position requires the ability to occasionally lift or move office products and supplies, up to 25 pounds.
• Ability to work a variety of hours to accommodate events.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to access and navigate each department at the organization’s facilities.
• Must have a valid driver’s license and be able to drive to branch locations across the Credit Union’s region.
• Some overnight travel is required.

Full‑Time/Part‑Time Full‑Time

Salary Range (commensurate with experience) $53,574 - $60,000 plus annual bonus compensation

Benefits Offerings Medical, dental, vision, life insurance, tuition reimbursement program, 401(k),…