Position Summary The Training & Development Specialist will implement and assess training programs based on the credit union's Strategic Plan, the Training and Development Strategy, and individual department and employee needs. The Training & Development Specialist will diversify and implement training opportunities including classroom (on-site), virtual, and on-the-job training methods. The Training & Development Specialist is critical in supporting the strategic learning environment established by the Training & Development Manager at the credit union.
May be assigned to lead special projects and serve on various project teams to accomplish CommonWealth One's Strategic Goals.
Responsibilities · Develops and facilitates staff training and learning initiatives.
· Leads educational activities and programs to promote learning and development throughout the Credit Union.
· Facilitates and monitors the onboarding program, which includes orientation and on-the-job training for new hires.
· Collaborates with product vendors and arranges ongoing sales and product training for staff.
· Develops needs assessments and coordinates with Training & Development Manager the identified subsequent training and development needs.
· Consults with Training & Development Manager and Department Leads to develop and enhance job-specific training.
· Develops and organizes training and educational materials.
· Creates job aides and procedures utilizing instructional design tools and systems according to department templates.
· Uses a tracking and measurement system to ensure the effectiveness of training.
· Maintains a virtual training library.
· Uses all applicable Learning Management Systems to enable staff to complete required annual training programs and job specific courses.
· Assists the Human Resources Department in staff development programs and initiatives.
· Supports Human Resources and Strategic Plan tactics by completing related work as required.
· Monitors the NMLS certification program for required staff.
· Supports the Credit Union's culture initiative and other employee engagement efforts.
· Provides back-up support to other members of the Human Resources Department and Credit Union Committees/Initiatives.
· Performs other duties as assigned.
Performance Expectations · Implements an active training schedule to ensure annual training goals are achieved.
· Maximizes and integrates use of technology in designing instructional materials.
· Measures effectiveness of training activities.
· Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security and OFAC.
· Demonstrates strong communications and partnerships with all departments, members, and vendors.
· Updates training materials according to the Training and Development strategy implemented by the Training Manager
· Networks with other Training & Development professionals to be informed on new and effective programs, practices, and systems.
· Attends conferences and training sessions to further enhance the credit union's programs and their training and development skills.
· Appropriately informs leader of department activities.
· Promotes the credit union's professional reputation.
· Demonstrates the credit union's Core Values and Cultural Beliefs.
Education & Experience · Three to five years experience in developing and facilitating staff training, preferably for financial institutions.
· Bachelor's Degree, preferred.
· Skilled in coaching and training staff to achieve high performance levels.
· Demonstrated knowledge of applicable rules, regulations and laws affecting financial institutions.
· Knowledge of adult learning theory, preferred.
Skills & Abilities · Technologically savvy with experience using banking platforms and instructional design applications.
· Strong organizational skills with demonstrated ability to work on competing priorities.
· Ability to work independently and under pressure of deadlines.
· Strong written, verbal, and interpersonal communication skills.
· Proficient with Microsoft Office and Adobe software.
· Proficient with Microsoft Office 365, including the general office suite, forms, and other SharePoint features.
· Effective problem solving and decision-making capabilities.
· Excellent facilitation, teambuilding, and motivational skills.
· High level of enthusiasm, self-motivation, and initiative.
Other Pertinent Information · Regular and satisfactory attendance required.
· Must maintain an acceptable personal credit history and be bondable.
Summary of Physical Demands: While performing the responsibilities of the job, the employee is required to convey detailed or important instructions and ideas accurately, audibly and quickly; hear average or normal conversations and receive ordinary information; use hands to perform such tasks a computer typing, file maintenance, using telephones and related office equipment; regular and frequent movement requiring use of hands, writes, arms, fingers; visual acuity required to prepare, read, and inspect documents and interpret information on a PC screen. This is primarily sedentary office work with occasional physical activity requiring lifting of small boxes/files. Ability to sit for extended periods.
