Retail Branch Facilitator

Suncoast-Credit-Union; Tampa (FL); Hybrid; USD 33,000 - 41,000; Full time

Benefits offered by this job

Bonus program

401K matching

Retirement planning

Competency-based raises

Employee loan discounts

Flexible spending accounts

Job summary

Suncoast Credit Union in Tampa offers a full-time Training Delivery Specialist position with a hybrid work model blending in-office and remote work. You will design and deliver live learning sessions for the branch network, using adult learning methods and LMS tools to drive engagement and retention.

The role focuses on developing training materials, coordinating schedules, evaluating effectiveness, and maintaining curriculum quality while collaborating with stakeholders and ensuring regulatory

Qualifications

• Bachelor’s degree required or equivalent combination of work experience and training
• Experience developing, delivering, and facilitating training materials and programs desired
• Experience with educational platforms and tools, including distance learning tools, LMS/CMS, and authoring tools
• Ability to design websites, web-based training programs, and online programs
• Experience with project management of training programs
• Knowledge of processes, policies, procedures, and the ability to perform tasks expected of Branch Member Advocate related to competency/skillset

Responsibilities

• Host professional and engaging learning sessions for various audiences
• Facilitate lectures, interactive activities, on-the-job training, and live simulations
• Conduct training onsite and offsite for member advocates and management groups
• Manage and schedule guest speaker sessions with vendors during class offerings
• Conduct fieldwork at branches to inform curricula
• Evaluate facilitation skills using surveys, coaching, and feedback
• Update course materials and delivery methods based on effectiveness
• Administer and maintain LMS and department systems
• Capture and report training data using tracking systems
• Prepare and present learning sessions per department standards
• Support mentorship program monitoring and learner onboarding
• Review policies, procedures, technologies, and training resources
• Communicate process updates to streamline operations and ensure compliance
• Create facilitator guides and engaging learning aids (PowerPoint, worksheets)
• Provide guidance for delivery and customer service best practices
• Demonstrate Suncoast Credit Union mission, values, and service promises
• Participate in enterprise projects by providing testing and feedback
• Address procedural gaps identified during classes
• Maintain current knowledge of trends, laws, and issues in the field
• Attend educational events to grow professional knowledge
• Complete annual compliance and information security training

Skills

Public speaking

Presentation skills

Adult learning methods

Instructional design

Project management

Education

Bachelor's degree in education, HR, or related field

Tools

LMS

CMS

Authoring tools

Web-based training tools

Job description

Overview

Compensation: $24.00 - $30.00 hourly based on experience and credentials

Location Type: Hybrid a flexible work model blending in-office and remote working

Position Type: Full Time

Schedule: 8:30 AM - 5:30 PM Monday through Friday

The Training Delivery Specialist develops and delivers formal live learning sessions to meet organizational requirements and audience needs for the branch network. This individual displays strong presentation techniques and public speaking skills while utilizing appropriate design principles, adult learning methods, and technologies. Key responsibilities include collecting feedback on the effectiveness of training sessions, maintaining training programs, and administering departmental systems.

Responsibilities

• Host professional and engaging learning sessions for various audiences
• Facilitate lectures, interactive activities, on-the-job training, side-by-side training, live simulations, role-playing activities, and shadowing
• Conduct training onsite and offsite for member advocates and management groups
• Manage and schedule guest speaker sessions hosted by business unit content owners and 3rd party vendors during class offerings
• Conduct periodic fieldwork at the branch to incorporate first-hand experience into course curricula
• Evaluate facilitation skills on a scheduled basis using session surveys, knowledge checks, coaching, feedback, and self-assessments
• Assess the overall effectiveness of learning sessions and make updates or adjustments to course materials and delivery methods
• Assess the overall effectiveness of learning sessions and make updates or adjustments to course materials and delivery methods
• Administer and maintain department systems (LMS) and databases for assigned curriculum
• Utilize the assigned tracking systems to capture and report relative training data for the department
• Plan, prepare, and present learning sessions following department standards for proper maintenance, functionality, usability, and quality of all learning presentations
• Leverage the expectations of the MA Mentorship Program for the monitoring and evaluation of learner performance, retention, and onboarding experience
• Review and study policies, procedures, technologies and resources including training documentation, Web sites, and multimedia programs
• Consult with frontline staff and participate in monthly business unit touchpoints to address process updates, changes, and trending errors to streamline branch operations, optimize resource utilization, and ensure compliancewith regulatory requirements
• Implement industry standards and best business practices for the creation of training programs to enhance product knowledge, operational efficiency, and ensure alignment with organization goals
• Create Facilitator Guides for other training providers within the department, design classroom activities and relevant simulated scenarios for use with learners, and create engaging learning aides (PowerPoint presentations, gamification of material, worksheets, etc.)
• Champion a culture of exceptional member service by providing guidance and support to branch staff on best practices for delivery, personalized service, and resolving member inquiries and concerns
• Provide a learning experience that demonstrates all aspects of the credit union mission, vision, core values, and service promises
• Participate in enterprise projects by offering testing and feedback to the project management team and other stakeholders
• Address and mitigate procedural gaps identified during class offerings
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Qualifications

• Bachelor’s degree in education, human resources, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)
• Experience developing, delivering, and facilitating training materials and programs desired
• Experience with educational platforms and tools, including distance learning training tools, learning management platforms (CMS, LMS), computer based authoring tools, and other technologies required for department objectives desired
• Ability to design websites, web-based training programs, and online programs
• Experience with the project management of training programs
• Proficient knowledge of processes, policies, procedures, and the ability to perform tasks expected of Branch Member Advocate related to the competency/skillset

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/