• Creates and develops new educational resources and training materials to instruct credit union employees on essential program functions; analyze and recommend modifications for existing programs and applications.
• Collaborates with internal departments to conduct new employee, regulatory, system, and other applicable trainings.
• Coordinates and conducts core system training and system improvements, including new components, updates, upgrades, etc.
• Partners with the IT Department to review all system releases and updates notifying appropriate staff of relevant changes and developing core curriculum for optimal learning and proficiency.
• Ensures internal and external process training classes are up-to-date for optimum efficiency.
• Specializes in the internal sales training of credit union products and services.
• Develops and maintains operational training tracking system for all employees learning progress producing monthly and year-end training reports.
• Performs other duties as assigned.

The following duties are completed in an accurate and timely manner:

• Review and revise existing training manuals.
• Review core system releases and updates.
• Develop training courses and processes as directed by Senior Management.
• Maintaining training tracking system.
• Positive feedback on training evaluations and coordinating external training classes.
• Develop and provide a minimum of hours per Strategic Plan goal for product/service.
• Annual education and skills training for all credit union employees

Education/Certification:

• High School Diploma or GED is required

Required Knowledge:

• Must be knowledgeable in MS Office Suite.

Experience Required:

• Two years training experience, preferably in the financial industry.

Preferred Experience:

• Two years public speaking and/or group presentation experience.

Skills/Abilities:

• Excellent interpersonal and communication skills.
• Excellent analytical, creative, and problem-solving skills.
• Able to prioritize workload and meet deadlines.
• Able to work independently and make sound decisions.
• Able to create spreadsheets and analyze data.