Trainer
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.