Training Manager

Company Description Erie Federal Credit Union is a full-service, federally insured financial cooperative serving individuals who live, work, worship, or attend school in Erie or Crawford County, Pennsylvania. Since 1936, the credit union has focused on responsibly delivering a wide range of financial services to meet the evolving needs of its membership. Erie Federal Credit Union is committed to serving members and the broader community with spirit, compassion, and heart. Team members join an organization that values community impact, member-focused service, and long-term financial well-being. The credit union is insured by the NCUA, offering stability and security to its members.

GENERAL SUMMARY

Drive organizational performance and employee success by designing, implementing, and managing comprehensive training and development programs that support 's strategic objectives. Lead initiatives that enhance employee knowledge, skills, and professional growth while fostering a culture of continuous learning and excellence. Ensure training and development efforts align with organizational priorities, regulatory requirements, and service standards. Serve as the champion of the credit union's Member Experience philosophy by integrating Five-Star Member Service principles into all learning programs, empowering employees to deliver exceptional service and strengthen member relationships. Serve as the champion of the credit union's Coaching and Development programs by conducting and facilitating coaching calls and training tools.

ESSENTIAL FUNCTIONS

1. Research, evaluate, and implement effective training methodologies, tools, and resources to enhance employee learning outcomes and support organizational objectives.
2. Develop, coordinate, and facilitate credit union training programs, including the creation and delivery of instructional content, presentations, and educational materials.
3. Establish, maintain, and manage a comprehensive training calendar to ensure timely and effective delivery of all employee development initiatives.
4. Design and incorporate engaging, interactive learning activities that promote knowledge retention, skill development, and employee participation.
5. Administer and continuously enhance the credit union's e-learning platform and online training programs to support ongoing employee development.
6. Evaluate, select, and coordinate external training providers, educational resources, and development programs to supplement and strengthen internal training efforts.
7. Conduct ongoing training needs assessments through collaboration with leadership, employee feedback, member insights, performance trends, and other relevant data sources.
8. Partner with department managers to support employee development, performance improvement, succession planning, and career growth initiatives.
9. Design and deliver customized training programs and learning solutions that address departmental and organizational needs.
10. Facilitate training sessions, seminars, and workshops related to new products, services, policies, procedures, systems, and strategic initiatives.
11. Develop, update, and maintain procedural manuals, training guides, reference materials, and other instructional documentation.
12. Serve as the Member Experience Champion by incorporating Five-Star Member Service principles into all training, coaching, and employee development programs.
13. Serve as the Coaching and Development Champion program by conducting and facilitating coaching calls as well as researching and implementing coaching trainings.
14. Observe and engage with all Operation's departments regularly to maintain an understanding of operational functions, procedures, and organizational processes.
15. Collaborate with leadership to foster a culture of continuous learning, professional development, employee engagement, and service excellence.
16. Perform other duties and special projects as assigned in support of the credit union's strategic goals and objectives.
17. Maintain an open, working relationship with all department heads, including but not limited to Branch Operations, Compliance, Lending, and Operations.
18. Maintain current knowledge of and compliance with all credit union policies and procedures, including compliance with the Bank Secrecy act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary.

ADDITIONAL FUNCTIONS   

1. Attend seminars, conferences and training courses relating to areas of responsibility.
2. Attend Member Experience training sessions.
3. Attend Coaching and Development training sessions

JOB SPECIFICATIONS

1. Requires professional, well-developed interpersonal skills for communicating with members, employees, and the general public on Credit Union-related matters.
2. Requires thorough knowledge of the Credit Union's policies, procedures, programs, products and services.
3. Requires completion of high school education and at least two years of additional coursework. 
4. Requires at least three years of experience in a financial institution operations or services position. Training experience is preferred.
5. Requires intermediate mathematical skills (calculations and concepts involving percentages, fractions, decimals, etc.).
6. Intermediate working knowledge of PC applications (Office Suite). 

PHYSICAL REQUIREMENTS

Sitting = Continuous                           Crawling = Occasional

Standing = Frequent                         Climbing = Occasional

Walking = Frequent                         Balancing = Occasional

Driving an automobile = Occasional   Reaching Overhead = Occasional           

Lifting/Carrying = Occasional              Reaching Forward = Occasional  

Amount of Weight = 15-25 lbs.            Kneeling = Occasional

Squatting = Occasional                         Push/Pull = Occasional

Bending = Occasional                           Twisting = Occasional