Branch Administration Training Specialist

Description

Jeanne D’Arc Credit Union offers competitive wages, excellent benefits, a pleasant working environment, and career growth and advancement opportunities. We count on our valued workforce to be professional, provide exceptional member service, and help our members make smart financial choices.

Join our team as a Branch Administration Training Specialist, where under the Vice President - Branch Administration you will create, deliver and coordinate a variety of training programs for Tellers, Member Service Representatives (MSRs), Assistant Branch Managers (ABMs), and Branch Managers. These programs are delivered through multiple channels, including in-person instruction, virtual platforms, and on-the-job training. The role involves working across all eight branch locations, as well as at the Acre Crossing and Tremont offices.

Essential Functions & Responsibilities:

• Coordinate, prepare, and conduct comprehensive new hire training sessions. Focus areas include Credit Union products and services, multiple internal systems, compliance requirements, and essential job-related skills. Partner with the AVP of Regional Branch Managers, AVP of Branch Administration, and branch management teams to ensure the successful integration of new hires into the branch operations.
• Design and facilitate training programs for existing employees, supporting corporate initiatives and enhancing skills in areas such as advanced accounts (e.g., business accounts, IRAs, trusts, and estates). These programs aim to improve member interactions, error resolution skills, and overall service quality. Develop effective training materials to support these programs.
• Collaborate with Human Resources to update and maintain internal educational resources such as BVS, CUNA Training Bundle, Sales CU, Screensteps, and others. Assign appropriate courses to new hires as part of their onboarding process and ensure ongoing development for existing staff through continuous education initiatives.
• Ensure that all training materials, resources, and documentation remain current and relevant to the evolving needs of the Credit Union.
• Monitor the progress of new hires throughout their training. Provide evaluations, track achievements, and offer recommendations to management regarding new hires' readiness for independent work.
• Assumes the role of Senior Member Service Representative to stay up to date with current practices as directed by manager. Serves as a resource to others.
• Collaborates with peers across the Credit Union and participates in department or organization-level projects.
• Performs other job-related duties as assigned.

Qualifications

Experience:

One year to three years of similar or related experience. Previous retail banking experience preferred

Education:

High school diploma or equivalent required or an equivalent combination of education and experience

Interpersonal Skills:

Position requires significant contact with others inside and outside the Credit Union, thus requiring a high degree of confidentiality, discretion, diplomacy, and tact in communication. Builds relationships and fosters positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Excellent written and verbal communication skills are required, including presenting confidently to team members at all levels of the Credit Union, one-on-one or in group settings, both in-person and virtually. Presents poised, professional, and confident in front of an audience, large and small. Must have the ability to educate on products, services, and regulations, explain or interpret guidelines and instructions or elicit interpretations or opinions, and engage and accommodate diverse learning styles to create an inclusive and conducive learning environment for success. Active listening, positive body language and tone, patience, and sound judgment are required. Bilingual in English and Spanish is a plus.

Other Skills:

Proficiency with Microsoft Office, business applications, and the ability to learn the core system and other related software are required. Must have the ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team. Must be highly motivated, detail-oriented, organized, skillful with time management, and efficient with multitasking. Practical instructional design skills are a plus. This position requires standing, sitting, walking, reaching, and lifting to 25 lbs. regularly.

Salary : $22 - $32