Multi-Branch Retail Ops Coach & Trainer

OnPath Credit Union; Louisiana (MO); On-site; USD 58 - 74,000; Full time

Benefits offered by this job

Medical, Dental, Life Insurance

401(K) Plan

Paid Vacation

Job summary

OnPath Credit Union is seeking a Retail Operations Coach to train and develop retail branch staff across the greater New Orleans metro area. This player/coach role allocates 70% to coaching, auditing, and training, with 30% frontline duties to support service quality.

Regular multi-branch travel is required and the on-site position offers a salary range of $58,920.89 to $73,651.12. The role emphasizes adult learning principles, regulatory compliance, and operational excellence to deliver an

Qualifications

• Five or more years of experience in retail branch operations, financial institution management, or a related field.
• Prior experience in a coaching, training, or supervisory role is required.
• Familiarity with adult learning principles and instructional design is strongly preferred.

Responsibilities

• Responsible for learning, coaching, and presenting operational procedures, policies, and compliance standards to new and existing employees.
• Provides on-the-spot coaching, training, and support to employees at each branch location. Goes to branches to audit the progress of new and existing team members.
• Audits branches to monitor operational adherence and determine additional training or process improvement needs.
• Responsible for training new hire employees throughout their first 90 days, including scheduling training branches and classroom sessions.
• Makes recommendations for improving operational procedures and workflows; independently develops and implements solutions within scope of authority.
• Ensures compliance with regulatory requirements and internal policies across all branch locations.
• Partners with branch managers and regional leadership to develop and implement operational improvement strategies.
• Monitors and analyzes branch performance metrics; exercises independent judgment to identify root causes and recommend solutions.
• Applies adult learning theory to design training that is relevant, experience-based, and immediately applicable to branch work.
• Temporarily performs frontline responsibilities when needed to support staffing, service continuity, or operational initiatives.
• Holds self and others accountable for professional and ethical behavior as defined by OnPath Federal Credit Union's mission, culture, and values.
• Communicates with clarity and direction; provides frequent exchange of direct, consistent, constructive feedback. Resolves conflict, recommends solutions, and monitors progress.
• Maintains positive relationships, shares credit for accomplishments, celebrates success of others, and takes responsibility for mistakes.
• Adopts the culture of OnPath, which is built around our vision to improve quality of life through financial empowerment.
• Responsible for learning, coaching, and presenting changes in policies, procedures, regulations, and technologies to new and existing employees.
• Monitors branch performance metrics related to operational efficiency and service quality; recommends and implements solutions to address gaps.
• Ensures branches consistently apply credit union policies, regulatory requirements, and internal procedures; escalates compliance concerns appropriately.
• Keeps the training lab in running order; ensuring that all computers are in working order and all supplies needed are stocked.

Job description

OnPath Credit Union is seeking a Retail Operations Coach to train and develop retail branch staff across the greater New Orleans metro area. This player/coach role allocates 70% to coaching, auditing, and training, with 30% frontline duties to support service quality.

Regular multi-branch travel is required and the on-site position offers a salary range of $58,920.89 to $73,651.12. The role emphasizes adult learning principles, regulatory compliance, and operational excellence to deliver an