Training & Development Specialist

Job Description

Job Description

You are a perfect match for our Credit Union!

The Training and Development Specialist position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to provide exceptional service while promoting our wide array of financial products and services. Employees who are successful in making referrals are eligible for monthly incentives.

Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated, and empowered employees who strive to provide superior service and conduct accurate transactions, while complying with policies, procedures and regulatory banking requirements.

Requirements:

This position requires a high school diploma or equivalent. Experience as a teller and lender is preferred. A background with training and human resource job related experience is a plus.

Must demonstrate a positive attitude, a professional image, and be self-motivated and have the ability to manage multiple projects and tasks simultaneously. Must be able to build relationships internally and possess excellent oral and written communication skills.

Essential Functions:

• Optimize training processes to drive and enhance employee performance. Provide instruction on the core processing system, Quest, as well as other credit union platforms and operational procedures.
• Develop, revise, and implement learning curriculum while maintaining a successful tracking system for all training programs to ensure employees have completed their requirements.
• Develop and exhibit a thorough understanding of OnCourse Learning, our training software platform, and develop the ability to navigate through the entire system effectively utilizing all of its functions including reporting and the NMLS training portal.
• Provide in-depth training for Tellers and Financial Service Representatives. Based on the position may include instruction on procedures for processing financial transactions, balancing cash drawers and negotiable items, opening new accounts and loans. May include training for other positions in departments as needed.
• Train on regulatory and documentary requirements for new accounts and loans. Evaluate borrowers for creditworthiness and credit union underwriting criteria inclusive of electronic applications within the core processing system.
• Facilitate continuing education for credit union employees on customer service, regulations, procedural changes and other topics as needed.
• Deliver content in both traditional and virtual classroom environments. Use Skype, Zoom and/or other Webex tools. Research and implement other effective training methods.
• Possess a detailed working knowledge of Power Point, Microsoft Word and Excel software applications that is adequate to perform the duties assigned. Develop ability to utilize Camtasia software to voice presentations.
• Attends meetings/seminars as required. Participates and responsible for setting and attaining goals as set forth by the Credit Union.
• Assist employees with troubleshooting virtual classrooms remotely and other technical issues as they arise to ensure an efficient and effective training program.
• Responsible for new employee orientation, gathering new hire documentation, and communicating pertinent information to the managers as applicable.
• Acts as a backup for other human resource areas as needed.
• Represents the Credit Union with honesty, integrity and trust at all times.
• Adheres to established internal policies and procedures for compliance.
• Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
• Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
• Performs other duties as assigned.

Base Expectations:

• Be willing to perform any duty (beyond Essential Functions above) as assigned.
• Demonstrate the ability to effectively handle various situations and issues as they relate to staff, management, volunteers, vendors, and others encountered in the daily operations of the Credit Union.
• Maintain a general knowledge of all of the credit union’s products and services.
• Is exceptional at problem solving issues as they arise and demonstrates the ability to perform analytical thinking and application of concepts.
• Demonstrates ability to work independently, is self-motivated and a self-starter.
• Demonstrates exceptional judgement with knowing when to trouble shoot concerns and/or bring to the attention of management.
• Promote an atmosphere of teamwork throughout the credit union.
• Confidentiality is of the utmost importance. The Training & Development Specialist is representing the Credit Union. Empathy and tact are to be used at all times.

Working Conditions:

• Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
• Potential exposure to the threat of violence at any time.
• Occasional business travel may be required.
• Sitting or standing for extended periods of time may be required.
• Repetitive motions and extensive keyboarding may be required.

Company's website: www.myfirstccu.org

** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.