Senior Trainer

Rally Credit Union; Edinburg (TX); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health benefits

Job summary

Rally Credit Union in Edinburg, TX, seeks a Training Specialist to develop and implement comprehensive training programs for staff across customer service, compliance, and banking procedures. You will design materials, conduct sessions, assess needs, and evaluate outcomes while mentoring employees to strengthen skills and knowledge.

The role involves on-site training, branch visits, and collaboration with the AVP of Training to ensure programs align with regulatory requirements and

Qualifications

• Associate degree or 64 hours of coursework or equivalent experience.
• Experience in assessing member needs and delivering training in a financial setting.
• Public speaking and presentation skills are essential.

Responsibilities

• Develop and implement training programs on customer service, compliance, and banking procedures.
• Design materials, deliver sessions, assess needs, and evaluate training effectiveness.
• Provide ongoing support and mentoring to employees and train-the-trainer activities.
• Conduct branch visits to review policies and train staff on procedures.
• Stay current with regulatory changes and industry trends in training.

Skills

Presentation skills

Communication

Interpersonal skills

Time management

Organization

Initiative

Attention to detail

Teamwork

Education

Associate degree or 64 hours

Tools

PowerPoint

Word

Outlook

Excel

Job description

PRIMARY OBJECTIVE OF POSITIONResponsible for developing and implementing training programs to educate staff on various topics including customer service, compliance, banking procedures, and product knowledge. Also, will design materials, conduct training sessions, assess training needs, and evaluate the effectiveness of training programs. Additionally, will be responsible for providing ongoing support and guidance to employees to ensure they have the necessary skills and knowledge to perform their roles effectively within the credit union.ESSENTIAL JOB FUNCTIONSTrain staff on operational policies and procedures relating to On-boarding, Core Skills, Technical/System, and Sales and Service.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 AVP of Training of 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.Be in the know – stay abreast of updates and changes in Financial Compliance Rules and Regulations and current industry trends in TrainingTrains/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 Rally Credit Union culture in a highly professional manner. This includes a professional personal appearance, and a professional group presentation manner.Deliver a range of training modalities (using classroom training, webinars, virtual classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops) for all levels of the organization with relevant and current information using modern techniques and strategies.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.Support and mentor trainers as needed.All Other Duties as Assigned.RELATIONSHIPS AND CONTACTSSupervise Approximately: NoneReports To: AVP of TrainingContacts: Incumbent has frequent contact with employees, managers, and operations staff.JOB SPECIFICATIONSMost important to this position:Presentation SkillsCommunicationHuman Relation SkillsTime ManagementOrganization AbilitiesInitiative and Follow-throughReliability and Attention to DetailBalances and prioritizes projects to meet goals, deliverables, and deadlines.Works collaboratively and cohesively in a team environment.Resourceful and self-motivatedExcellent interpersonal skills including courtesy, professionalism both in and out of the classroom, and cooperative attitude.Demonstrate Trainer Competencies, inclusive of delivery, creativity, and professionalism.EDUCATIONAssociate’s degree or 64 hours of course credit or equivalent experience.EXPERIENCEThree (3) years’ experience assessing and meeting member needs, with two (2) of those years at a financial institution.2-year coaching and/or training staffTeller/Member Service experience preferred.Strong Public Speaking and Presentations skills.Ability to effectively communicate through process and procedures.Knowledge of Microsoft PowerPoint, Word, Outlook, and Excel.PHYSICAL REQUIREMENTSPosition 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.EQUIPMENT SKILLSPersonal computer with windows environment, teller cash machine, cash advance terminal, calculator, copy machine, multi-media training equipment, and fax machine.The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.