Trainer

Trainer

McColl Branch - Edinburg, TX 78539

Overview

Level Entry

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

• Train staff in 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 ensure the employee is trained in all aspects of position before being released for normal duties. Advise VP of Training for 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.
• 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

RELATIONSHIPS AND CONTACTS

Supervise Approximately: None

Reports To: AVP of Training

Contacts: Incumbent has frequent contact with employees, managers, and operations staff.

Requirements

EDUCATION

• High School Diploma or GED.

EXPERIENCE

• Two (2) years of experience in assessing and meeting customer/member needs through customer service with one (1) year of coaching, training, education, or financial institution experience.
• Financial industry experience and Secondary Education preferred.
• Strong Public Speaking and Presentations skills.
• Ability to effectively communicate process and procedures.
• Knowledge of Microsoft PowerPoint, Word, Outlook and Excel.

PHYSICAL REQUIREMENTS

• Position involves wrist / hand manipulation; frequent viewing of computer monitor; ability to lift up to 20 lbs.
• May be required to stand for extended periods of time.
• Required to speak to groups of people for part or full days.
• Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
• Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.
• Must be able to drive a vehicle and have a valid driver's license.
• Position involves mobility in order to perform branch training.
• Periodic before &/or after hours and Saturday work.

MENTAL REQUIREMENTS

• 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.

EQUIPMENT SKILLS

• Personal computer with windows environment, teller cash machine, cash advance terminal, calculator, copy machine, multi-media training equipment and fax machine.

I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.