Corporate Training & Development Specialist

Job Description

Job Description

The Corporate Training and Development Specialist is responsible for designing, delivering, and managing training programs that support the strategic goals of 7 17 Credit Union.

The specialist leads new hire onboarding and training, collaborates with management to identify organizational training needs, and develops both instructor-led and eLearning programs to support employee growth and operational effectiveness. This role also manages training systems, course content, and learning resources while evaluating training effectiveness and recommending improvements. The position works closely with leadership, Human Resources, and subject matter experts to ensure employees have the knowledge and skills necessary to deepen member relationships and deliver exceptional service consistent with the credit union’s brand and culture, which includes a strong service, sales, and engagement culture by providing training, coaching, and professional development for employees, particularly those in member-facing and member-support roles.

All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing. Essential Duties and Responsibilities include the following. Training Development & Delivery

1. Lead and facilitate New Hire Orientation and onboarding programs for new employees and internal transfers.
2. Deliver training programs for Member Facing staff including New Accounts, Consumer Lending Applications, Home Equity Applications, and other member-facing operational training.
3. Develop, maintain, and update training materials and programs to reflect changes in procedures, technology, and organizational priorities.
4. Create customized training courses using multimedia authoring tools and eLearning platforms to enhance learning experiences.
5. Maintain and improve the organization’s training library and electronic syllabi organized by job category.
6. Coordinate training programs facilitated by internal department trainers and external vendors.
7. Research and recommend new training trends, technologies, and tools to improve training efficiency and effectiveness.

Sales & Service Culture Development

1. Partner with branch managers and departments to strengthen a culture of sales, service, and member engagement.
2. Provide coaching and training to improve employees’ relationship-building and needs-based selling skills.
3. Support employee development by providing tools, motivation, and consultation to member-facing employees.
4. Assist employees in developing skills to deepen member relationships and identify appropriate financial solutions.
5. Provide training on products, services, lending, new accounts, and third-party offerings (such as Payment Protection, GAP, and insurance services) along with related sales techniques and profiling skills.

Employee Development & Performance Support

1. Work closely with managers to identify developmental needs of new and existing employees and create targeted training plans.
2. Support the training and development of newly hired employees through operational follow-along training.
3. Participate in 30-, 60-, and 85-day performance assessments for new hires and internal transfers.
4. Assess employee skill development and provide feedback to managers regarding trainee progress.
5. Provide additional coaching or retraining when performance gaps are identified.

Program Administration & Evaluation

1. Evaluate training effectiveness through assessments, exercises, course evaluations, and participant feedback.
2. Maintain attendance records for all internal and external training programs.
3. Manage eLearning systems, training schedules, and resources.
4. Assist in maintaining and monitoring the annual training budget.
5. Participate in training committee meetings and collaborate with leadership to support corporate training initiatives.

Collaboration & Organizational Support

1. Work with Human Resources and other departments to identify emerging training needs and develop solutions.
2. Collaborate with leadership to improve processes and implement effective training strategies.
3. Undertake special projects as assigned by the Manager of Training and Recruitment.
4. Serve employees and internal partners in alignment with the organization’s brand, mission, and values.

Internal and External Contacts :   Other Employees, Members, Vendors, Media, Community Leaders, Corporate Management

Confidentiality Requirements: Must keep members’ and employees’ information, and other Credit Union business in strictest confidence.

Travel Demands: Must be able to travel locally and nationally as needed.

Prerequisite Education:

1.   High school diploma or equivalent

2.   Bachelor’s degree preferred in Education, Human Resources, Organizational 

Development, or Industrial Psychology.

3.   Master’s degree in                                                                                              

Prerequisite Experience:

1. Excellent presence for stand-up training, oral and written communication skills, computer software aptitude and skills.
2. Two years member facing experience, preferably with lending experience as a PSR or PSR Lead.
3. Proficient in Microsoft Office programs including Excel, PowerPoint, and Word. 
4. Two to four years of on-the-job stand-up training experience preferred.
5. Passion for learning about and/or working knowledge of adult learning principles.

Required knowledge, skills and abilities once in the job:

1.    Customer service attitude and skills to include: Team player attitude, commitment, patience, enthusiasm, creativity, listening, comprehension, initiative, cooperation, attention to detail, resourcefulness.

2.  Professionalism to include: Confidence, good judgment,

appropriate demeanor and appearance, ability to interact positively with employees and members.

3.    Skills to include: Problem solving, decision making, time management, interpersonal communications, setting priorities, presentation and organization.

4. Innovative; able to see big picture and be detail-oriented.

Certifications, licenses required once in the job: Association of Talent and Development programs as necessary.

Physical, Mental or Visual Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to: stand  walk  sit   use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, talk or hear.

This job regularly requires the employee to lift _1__ to _20_ pounds __5_ times per day.

Specific vision abilities required by this job include  close vision  distance vision    color vision  peripheral vision  depth perception  the ability to adjust and focus.

Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee may work:

Rarely near moving mechanical parts

The noise level in the environment is usually quiet.

Join a company where your work truly matters! At 7 17 Credit Union, you'll find a purpose-driven culture, opportunities for advancement, excellent benefits, and the chance to help members achieve financial success while supporting the communities we serve.

Company Description

Join a company where your work truly matters! At 7 17 Credit Union, you'll find a purpose-driven culture, opportunities for advancement, excellent benefits, and the chance to help members achieve financial success while supporting the communities we serve.