Trainer
Rally Credit Union
Date: 2 weeks ago
City: Corpus Christi, TX
Contract type: Full time
Summary
PRIMARY OBJECTIVE OF POSITION
Perform training for credit union personnel, following credit union and regulatory policies and procedures related to teller, inclusive of products/sales and services.
Essential Job Functions
Supervise Approximately: None
Reports To: VP of Training
Contacts: Incumbent has frequent contact with employees, managers and operations staff.
JOB SPECIFICATIONS
Most Important To This Position
EDUCATION
High School Diploma or GED.
Experience
PRIMARY OBJECTIVE OF POSITION
Perform training for credit union personnel, following credit union and regulatory policies and procedures related to teller, inclusive of products/sales and services.
Essential Job Functions
- Training Responsibilities
- Train staff on operational policies and procedures relating to New Hire, Teller and Soft Skills.
- Review job description and Training Check List and Career Path with new employee to insure the employee is trained in all aspects of position before being released for normal duties. Advise VP of Training of completion of each training session; including Pre/Post Assessments and Summary of Training.
- Communicate, recommend and follow up with the supervisor before employee is released to inform them of employee’s status (strong points and weak points) at end of training period.
- Perform other operational or regulatory training as directed and recommend additional training when needed.
- Performs branch visits to review policies and procedures with branch managers and staff. Uses visits to observe the daily operations of the branch to determine any necessary training or clarification of procedures/policy issues. Advises training staff of needs.
- Trains/conducts training sessions at outside branches when necessary.
- Assists with on-the job training/mentoring of staff.
- Must be able to work independently and as part of the team.
- Must be able to represent NACCU culture in a highly professional manner. This includes a professional personal appearance, and a professional group presentation manner.
- Training Material
- Develop, maintain, and distribute training materials including procedure manuals.
- Coordinate and conduct training sessions on services, products, procedures and materials as directed.
- Provide input to procedures to enhance and improve operations and to comply with regulatory changes as needed.
- All Other Duties as Assigned
Supervise Approximately: None
Reports To: VP of Training
Contacts: Incumbent has frequent contact with employees, managers and operations staff.
JOB SPECIFICATIONS
Most Important To This Position
- Presentation Skills
- Communication
- Human Relation Skills
- Time Management
- Organization Abilities
- Initiative and Follow-through
- Reliability and Attention to Detail
- Balances and prioritizes projects to meet goals, deliverables, and deadlines.
- Works collaboratively and cohesively in a team environment.
- Resourceful and self-motivated
- Excellent interpersonal skills including courtesy, professionalism both in and out of the classroom, and cooperative attitude.
EDUCATION
High School Diploma or GED.
Experience
- Three (3) years’ experience with financial is required.
- Teller/Member Service experience preferred.
- Strong Public Speaking and Presentations skills.
- Ability to effectively communicate process and procedures.
- Knowledge of Microsoft PowerPoint, Word, Outlook and Excel
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