Job Description

Job Description

Job Description

Company Profile

Revity Credit Union is a not-for-profit financial institution that exists for the sole purpose of serving our members. Like banks, credit unions accept deposits, make loans and provide a wide array of other financial services. But as member-owned and cooperative institutions, any profits made by credit unions are returned back to members in the form of reduced fees, higher savings rates and lower loan rates.

At Revity, we live by the credit union philosophy of “people helping people" and believe that you, as an employee of Revity, have the power to change lives. Building on our legacy of STRENGTH, we serve as a beacon for continuous revitalization while keeping the same heart, the same values, that has led us to become a pillar in the communities in which we have served for more than 80 years.

We hire individuals who have the same passion to help people and the strength to lead with integrity. As a full-time employee of the credit union, you are eligible for medical insurance; 100% credit union paid dental and vision insurance; long term and short- term disability insurance at no cost to you; free life insurance and accidental death and dismemberment insurance; and a generous match on the 401(k) plan.

Role

The Training Specialist will aid in developing, enhancing, and conducting new and existing Credit Union training programs for all Credit Union staff. This role assists the Learning Experience Manager in ensuring staff have the knowledge, skills, and competencies to deliver exceptional member service and drive organizational success.

Duties

• Facilitate new employee orientation sessions for all departments and on-the-job (OTJ) training for tellers, including but not limited to member service standards, negotiable instruments, cash handling, transaction processing, and system(s) navigation. Serve as lead for teller assessments with Branch Management and designated training staff.
• Maintain the Teller manual, making necessary updates as procedural changes dictate. Serve as the primary lead for the Procedure Review Committee, ensuring all proposed procedures are reviewed among applicable departments, handling questions, suggestions and communicating changes once approved.
• Partner with Branch Managers and department managers to assess effectiveness of training program, identify gaps, and develop training needs.
• Assist with maintaining the credit union’s Learning Management System(s), assigning, tracking, and reporting for regulatory and organizational requirements. Assigning eLearning courses, as necessary.
• Create training materials, manuals, job aids, and other training resources. Assist in ensuring all training resources remain current on the Credit Union intranet.
• Assist in development, scheduling, presentation of content for weekly training across all Credit Union departments. Schedule, communicate, and retain records of departmental agenda topics.
• Remain current on learning & development trends, Credit Union best practices to enhance learning initiatives.
• Support the Learning Experience Manager in special projects related to training, education, service excellence, and other procedural initiatives.

Knowledge & Skills

• 1 to 3 years training facilitation experience, preference given to financial industry setting.
• Associate’s degree in related field or commensurate experience
• Excellent oral, written and presentation skills.
• Proficient in MS Office (PowerPoint, Word, Excel, and Outlook).
• Ability to work independently with minimal supervision, continuously strive to learn new things, work under pressure, meet deadlines and multi-task effectively.
• Experience working in a credit union or financial institution
• Knowledge of Credit Union terminology and acronyms commonly utilized in the day-to-day communication of staff, policymakers and others involved in the credit union industry.
• Ability to mentor and coach employees at all levels
• Ability to work with multiple levels of employees up to and including management.

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