Regional Branch Trainer (Arizona) at America First Credit Union

Tempe, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

0.0

Posted On

10 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Presentation Skills, Communication Skills, Adaptability, Motivation, Self-Direction, Cross-Selling, Conflict Resolution, Leadership, Organizational Abilities, PowerPoint, Word, Excel, TellerPro, LoanPro, Webinars, Instructional Techniques

Industry

Financial Services

Description

Schedule Mon – Sat Flex Overview Responsible for assessing, coordinating, and delivering training programs for branch personnel through in-class instruction and by distance learning strategies and technology. Responsible for the regional training needs and programs to include: new employee orientation and teller career path training. Ensures branch frontline staff perform in accordance with credit union standards, policies, procedures, and regulations. Represents the credit union in a professional manner and completes miscellaneous duties as assigned. Responsibilities 1. Assumes responsibility for assessing, coordinating, and providing training programs for branch personnel. a. Assesses and responds to the training needs of branch personnel. b. Coordinates training needs with Human Resources, and branch leadership. c. Schedules, prepares, implements/facilitates, and evaluates branch training programs, including: new employee orientation, teller career path, accounts, and loans. d. Provides on-site branch training and follow-up support as needed. e. Assessing and scoring teller, accounts and loan career path tests. 2. Assumes responsibility for designing, delivering, and evaluating training programs. a. Designs and develops training content, including: lesson plans, handouts, manuals, presentation aids, video clips, and other training materials as needed. b. Verifies participants are eligible to attend training. c. Presents information using a variety of instructional techniques and formats, such as lecture, group discussions, simulations, team exercises, and skills-practice. d. Uses technology to deliver or enhance training objectives, including, teleconference, video conference, videos, iPad, Apple TV, webinars, etc. e. Assists in evaluating training outcomes and implements changes as needed to meet objectives. f. Maintains training resources, materials, technologies, and training rooms. 3. Assumes responsibility for the efficient and effective performance of branch personnel. a. Ensures branch personnel are properly trained to perform assigned duties in accordance with credit union policies, procedures, and regulations. b. Answers branch personnel’s questions and assists with solving teller, account, and loan problems, and acts as a resource consultant. c. Conveys, clarifies, and ensures branch personnel consistently implements membership and lending policies and procedures. d. Monitors the quality of lending services and makes recommendations for improvement. e. Works Official Family Membership requests. 4. Assumes responsibility for establishing and maintaining effective communication and coordination with department and branch personnel, and with management. a. Keeps management informed of area activities, training concerns, and of any significant problems. b. Recommends and administers policies and procedures to be utilized in training programs. c. Completes reports, records, and measurements on training outcomes to management as requested. d. Attends meetings as required. 5. Assumes responsibility for maintaining professional business relations and ensuring superior member services. a. Maintains and projects the credit union's professional reputation. b. Maintains confidentiality. c. Obtains and conveys information to branch staff as directed by management. d. Identifies problems in service delivery and makes recommendations for resolution. e. Assists to identify policy and procedure differences in branch operations to ensure consistency in service delivery. f. Assumes responsibility for related duties as required or assigned. g. Keeps work area clean, well-maintained, and secure. Qualifications Training/Education/Certification: High school graduate. Additional business and financial coursework preferred Lead Teller Certified Completed phases 1-3 of Loan training Management in Motion graduate Required Knowledge: Proficient in PowerPoint, Word, Excel Proficient in TellerPro and LoanPro Understanding of online learning or distance learning technologies – such as webinars Understanding of training and development processes Thorough knowledge of credit union loan services, policies, procedures, and regulations Understanding in sales model and training program Understanding of alternative solutions to credit problems Experience Required: Two years branch operations experience to include: Teller New Accounts Lending Supervisory/Leadership experience Skills/Abilities: Excellent presentation and communication skills Flexible and able to adapt to new procedures Cooperative and willing to assist and motivate others Self-directed and able to work with minimal direction Excellent cross-selling skills Strong communication and conflict resolution skills Strong leadership skills Strong organizational abilities Professional image in appearance, dress, and behavior Able to use all related computer and business applications

Responsibilities

The role is responsible for assessing, coordinating, and delivering training programs for branch personnel covering new employee orientation and career path development, ensuring staff compliance with credit union standards and regulations. This includes designing, developing, and evaluating training content using various instructional techniques and technologies, while also acting as a resource consultant for branch staff issues.