Role:
The Talent Development & Training Specialist plays a vital role in shaping the employee experience and driving performance across the Credit Union. This position is responsible for onboarding new hires, delivering engaging training sessions, and traveling to retail branches to ensure consistent, high-quality instruction. With a strong focus on content creation, coaching, and program evaluation, the specialist helps foster a culture of continuous learning, professional growth, and member-focused service.
Essential Functions & Responsibilities:
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(25%) Organize onboarding of new employees. This includes guiding them through orientation, introducing Credit Union history, systems, policies, and service expectations, and ensuring a smooth transition into their roles.
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(25%) Conduct training sessions for employees at all levels. These sessions cover systems, software, operational procedures, and service standards, and are delivered through in-person, virtual, and blended learning formats.
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(25%) Travel to retail branches to facilitate in-person training. During these visits, the specialist leads instruction on point-of-sale systems, software tools, and operational policies, while reinforcing a high-performing, member-focused culture.
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(15%) Assists with the development of customized training solutions through collaboration with departments leaders and the training team and provides one on one coaching and support to employees as needed.
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(5%) Tracks the progress of trainees through routines tests, observations, and feedback from department leaders; evaluates the effectiveness of the training programs and makes recommendations for improvements.
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(5%) Perform other duties as assigned.
Performance Measurements:
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Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
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Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
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Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills:
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Strong technology skills.
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Excellent communication both written and spoken.
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Financial or retail banking industry experience (preferred)
Physical Requirements: 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 accommodations 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 sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
