Training Specialist

CA - San Diego

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We are looking for an enthusiastic Training Specialist. You will work closely with the department heads to ensure productive and consistent training is conducted, based on the department's needs and requirements.

Duties under this role include, but are not limited to the following:

  • Plan and implement a variety of training programs.
    • Develop training programs in accordance with needs and regulatory requirements, ensuring staff is receiving regular training
    • Conduct research to implement new training programs
    • Determine and facilitate different training methods; i.e. individualized, group, webinar, videos, etc.
    • Conduct new hire training with all new employees
    • Oversee e-training throughout the organization, including tracking and system updates
    • Create/Update employee resources as needed
    • Maintain an annual training calendar
  • Track progress of trainees
    • Maintain records of individual trainees
    • Communicate pertinent information to senior management
  • Develop, recommend, and implement various tools, programs and policies to enhance operations
    • Research, plan, and recommend policies and programs to help operations to meet credit union goals
    • Report current conditions/operations of the branches and all important factors influencing them
    • Create and/or update job aides and position guides
  • Ensure a positive and productive culture is maintained throughout the organization by offering employee engagement opportunities
  • Maintain friendly and professional demeanor at all times
Position Requirements
  • Minimum of 3 years' credit union/banking operations experience
  • Bachelors' degree preferred
  • Corelation/Keystone experience
  • Excellent written and oral communication skills
  • Thorough knowledge of accounts, loans and services
  • Well organized and ability to prioritize
  • Excellent people skills
  • Adept at public speaking
  • Working knowledge of applicable government regulations
  • Minimum of three years' experience creating training courses
  • MS Word, Excel and PowerPoint skills
  • Willingness to travel to all branch locations to conduct onsite trainings when needed
  • Excellent attendance required

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