Training Specialist

TALENT DEVELOPMENT SPECIALIST I

Role Responsibilities
Design and deliver Credit Union training programs with primary focus on sales, products, services, processes, procedures, systems, and compliance. Duties include:

• Design and Development:

o Design and develop procedural, compliance, sales and other classes for the organizations team members with emphasis on providing the behaviors, knowledge, and skills to support Texas Trust Credit Union’s philosophy and expectations.
o Design and develop BSA and other compliance training as needed.
o Continually assess, develop, update, and implement new learning activities and methodologies.
o Update learning materials as needed.
o Design and develop other training classes.

• Facilitation and Coaching:

o Facilitate procedural, compliance, sales and other classes with emphasis on providing the behaviors, knowledge, and skills to support credit union team members.
o Coach team members to improve operational skills, service skills and sales skills in all departments and all branch office locations (travel to branch offices required).
o Facilitate BSA and other compliance training.
o Facilitate products and services training classes.
o Assist in facilitating New Employee Orientation and other classes as needed.

• Other duties:

o Proactively follow up with class participants, Mentor/Coaches, and Managers to assist in assessing learning.
o Participate on Project Teams and help develop and prepare training for new products, services, and upgrades.
o Visit branches to observe and coach Mentor/Coaches and Team Members.
o Print and assemble training materials.
o Set up classrooms for ILT classes.
o Assist Manager with conducting needs analysis to identify training opportunities and developing training programs to meet those needs.
o Provide assistance to needed administrative functions within the department.
o Assist in organizing and setting up New Employee Orientation, including preparing guides.
o Coordinate vendor trainings.
o Perform various other duties as assigned.

Required Experience

• Minimum one (1) year demonstrated experience facilitating training/coaching in a financial services or retail environment or two (2) years of college with emphasis in communications or business is required.
• Minimum one (1) year of demonstrated success in financial or retail products sales and service is required.
• Minimum two (2) years of experience performing needs analysis, instructional design and development, learning facilitation and evaluation of learning programs or certification.

Skills, Education and/or Certifications Required

• High School Diploma/GED.
• Proactive individual whose delivery and demeanor promote a professional image.
• Must have working knowledge of current Windows OS and MS Office software, LMSs, and Zoom.
• Must have excellent written and verbal communications skills.
• Understands and appreciates the relationship between internal customers and internal service providers.
• Passion for helping others grow, develop, and improve job performance.

Texas Trust Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.