The primary function of this position is to assist the Training & Development Manager with developing, implementing, and maintaining the credit union job training programs. Assisting the Training & Development Manager in being the connection and communicator between project management and training/rollout of new products and services.
ESSENTIAL JOB FUNCTIONS
- Collaborates with project teams, department leaders, and subject matter experts to develop and implement training programs supporting new systems, products, services, processes, and organizational initiatives.
- Leads training efforts for project implementations, including conducting needs assessments, developing training plans, creating training materials, coordinating delivery methods, the logistics of training activities, and evaluating training effectiveness.
- Partners with project teams during testing and implementation phases to identify training impacts, document procedures, and ensure employees are prepared for operational changes.
- Develops and maintains implementation-related curriculum, job aids, reference materials, and learning resources to support employee adoption and ongoing proficiency.
- Serves as a backup facilitator for New Hire and FSR training programs, ensuring continuity of training delivery as needed.
- Assists with coordination of the new hire experience, including mentorship assignments, training schedules, and departmental involvement during onboarding activities.
- Serves as backup facilitator for the Credit Union's mentorship program by maintaining training materials, assisting with mentor development, and coordinating ongoing learning opportunities.
- Maintains BAI training programs, including assignment, tracking, reporting, and annual compliance documentation for employees and the Compliance & Audit Department collaboratively with the training team.
- Partners with Compliance & Audit on training-related audits, reviews, and corrective action initiatives as needed.
- Maintains training records, reporting, and documentation to ensure accurate tracking of employee learning and development activities.
- Responsible for maintaining training resources, procedures, product information, and learning content on the Credit Union intranet.
- Provides training, guidance, and mentoring to new employees within the Training & Development Department.
- Required to participate in First Source Federal Credit Union events as well as designated Community events.
- Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy Act, OFAC, and Privacy.
- Required to attend training sessions as appropriate.
- Required to travel as needed.
- Performs other duties as assigned.
UNIVERSAL BEHAVIORS
Knowledgeable and Experienced
- I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by:
- Looking for answers until I find them.
- Seeking opportunities to learn from others.
- Appreciating and respecting others views.
- Acknowledging mistakes and learning from them.
- Going out of my way to share my knowledge and experience.
Striving for Operational Consistencies
- I promise to make it easy for you through consistency, efficiency, and accuracy by:
- Doing it right the first time, being thorough and accurate.
- Taking pride and ownership in my work
- Making and keeping commitments.
- Continuing to look for better ways to do things and challenging the status quo.
Rewarding Work Environment
- I promise to show care, compassion, and respect toward everyone I interact with by:
- Being approachable and accessible to others.
- Creating a pleasant work environment for each other.
- Always asking what more I can do.
- Resolving differences promptly
- Recognizing the contributions of others.
- Embracing diversity in the workplace.
Committed to Member Service
- I promise to deliver exceptional member service by:
- Interacting with a natural and genuine friendliness.
- Being courteous and respectful.
- Creating a welcoming environment.
- Exceeding your expectations.
- Sharing the moment and finding common ground.
QUALIFICATIONS, SKILLS AND EXPERIENCE
- High School plus 1-2 years related experience OR related business degree
- Excellent communication skills
- Proven skills as consensus builder/team orientation
- Strong analytical skills
- Strong knowledge of various computer software’s