Regional Branch Trainer (Arizona)

Mon – Sat Flex

Overview

Responsible for assessing, coordinating, and delivering training programs for branch personnel through in-class instruction and by distance learning strategies and technology. Responsible for the regional training needs and programs to include: new employee orientation and teller career path training. Ensures branch frontline staff perform in accordance with credit union standards, policies, procedures, and regulations. Represents the credit union in a professional manner and completes miscellaneous duties as assigned.

Responsibilities

• Assumes responsibility for assessing, coordinating, and providing training programs for branch personnel.
• Assesses and responds to the training needs of branch personnel.
• Coordinates training needs with Human Resources, and branch leadership.
• Schedules, prepares, implements/facilitates, and evaluates branch training programs, including: new employee orientation, teller career path, accounts, and loans.
• Provides on-site branch training and follow-up support as needed.
• Assessing and scoring teller, accounts and loan career path tests.
• Assumes responsibility for designing, delivering, and evaluating training programs.
• Designs and develops training content, including: lesson plans, handouts, manuals, presentation aids, video clips, and other training materials as needed.
• Verifies participants are eligible to attend training.
• Presents information using a variety of instructional techniques and formats, such as lecture, group discussions, simulations, team exercises, and skills-practice.
• Uses technology to deliver or enhance training objectives, including, teleconference, video conference, videos, iPad, Apple TV, webinars, etc.
• Assists in evaluating training outcomes and implements changes as needed to meet objectives.
• Maintains training resources, materials, technologies, and training rooms.
• Assumes responsibility for the efficient and effective performance of branch personnel.
• Ensures branch personnel are properly trained to perform assigned duties in accordance with credit union policies, procedures, and regulations.
• Answers branch personnel’s questions and assists with solving teller, account, and loan problems, and acts as a resource consultant.
• Conveys, clarifies, and ensures branch personnel consistently implements membership and lending policies and procedures.
• Monitors the quality of lending services and makes recommendations for improvement.
• Works Official Family Membership requests.
• Assumes responsibility for establishing and maintaining effective communication and coordination with department and branch personnel, and with management.
• Keeps management informed of area activities, training concerns, and of any significant problems.
• Recommends and administers policies and procedures to be utilized in training programs.
• Completes reports, records, and measurements on training outcomes to management as requested.
• Attends meetings as required.
• Assumes responsibility for maintaining professional business relations and ensuring superior member services.
• Maintains and projects the credit union's professional reputation.
• Maintains confidentiality.
• Obtains and conveys information to branch staff as directed by management.
• Identifies problems in service delivery and makes recommendations for resolution.
• Assists to identify policy and procedure differences in branch operations to ensure consistency in service delivery.
• Assumes responsibility for related duties as required or assigned.
• Keeps work area clean, well-maintained, and secure.
  
  

Qualifications

Training/Education/Certification:

• High school graduate.
• Additional business and financial coursework preferred
• Lead Teller Certified
• Completed phases 1-3 of Loan training
• Management in Motion graduate
  
  

Required Knowledge

• Proficient in PowerPoint, Word, Excel
• Proficient in TellerPro and LoanPro
• Understanding of online learning or distance learning technologies – such as webinars
• Understanding of training and development processes
• Thorough knowledge of credit union loan services, policies, procedures, and regulations
• Understanding in sales model and training program
• Understanding of alternative solutions to credit problems
  
  

Experience Required

• Two years branch operations experience to include:
• Teller
• New Accounts
• Lending
• Supervisory/Leadership experience
  

Skills/Abilities

• Excellent presentation and communication skills
• Flexible and able to adapt to new procedures
• Cooperative and willing to assist and motivate others
• Self-directed and able to work with minimal direction
• Excellent cross-selling skills
• Strong communication and conflict resolution skills
• Strong leadership skills
• Strong organizational abilities
• Professional image in appearance, dress, and behavior
• Able to use all related computer and business applications