Training Specialist

Job Details

The Training Specialist is responsible for assisting in planning, developing, designing, implementing, managing and maintaining internal and external dynamic training programs. Identifies training needs and designs support materials including trainer guides, audio-visual aids, manuals, workbooks, and videos. Assists in evaluating the effectiveness of training programs and participant performance. Maintains training library resources and distributes materials as needed for employees and clients. Provides support in the planning and implementation of product training for financial institution conversions, mergers, migrations, and add-on products. Translates complex technical information into user-friendly training materials. Provides internal and external documentation for products and services. 

DUTIES & RESPONSIBILITIES      

• Present training programs using various forms and formats including lecture, group discussion, simulations, online modules, product demos, chat, and video.
• Collaborate with management and cross-functional teams to identify company and client training and development needs, including software, online communication, and communication equipment.
• Evaluate training programs, services, and new technology. Innovate and adapt training methods and materials, ensuring MDT programs stay fresh, relevant and effective. Provide recommendations and suggestions for improvements.
• Design and develop training procedures and programs. Prepare trainer guides, audio-visual aids, videos, LMS courses, manuals, workbooks, training exercises, and reference materials.
• Ensure students gain an understanding of the application, equipment, or concept through quizzes, teach-backs, demonstration, or other methods.
• Ensure internal and external training environments and systems are up to date.
• Gather, analyze, translate, and compose technical information into clear, readable documents for use by technical and non-technical personnel.
• Represent the company professionally in contacts with clients, vendors, and trade professionals.
• Ensure requests, questions, and problems are courteously and professionally resolved. 
• Ensure the company’s professional reputation is maintained both internally and externally.
• Participate in product rollout/enhancement projects to facilitate related educational material for staff and clients. 
• Conduct research and ensure the use of proper technical terminology.
• Keep management well informed of training activities and any significant problems.
• Complete required reports, records, and other documentation.
• Attend and participate in meetings and committees as required.
• Develop a strong understanding of training needs for employees and credit unions and able to assess their business strategies and needs in relation to their objectives.
• Identify training needs by reviewing product requirements, meeting with analysts, and reviewing available documentation, workflows, and business process descriptions.
• Responsible for keeping training documentation current and accurate in all repositories, including updating the Wiki, network drives, service desk system and LMS.
• Use technical writing skills in a variety of ways, such as managing templates and procedures, writing newsletters, and maintaining document libraries.
• Stays current on training programs and procedures, new products, technology changes, and new teaching methods.
• Ensures work area is clean, secure, and well maintained.
• Complete additional duties as assigned.

EDUCATION & EXPERIENCE REQUIREMENTS

• High school graduate or equivalent.
• Bachelor’s degree in Business or a related field, or equivalent experience and education.
• Two to four (2-4) years of experience in training-related positions.

REQUIRED KNOWLEDGE

• Knowledge of training systems and resources.
• Knowledge of business software programs.
• Knowledge of credit union operations and products/services a plus.

WORKING CONDITIONS

Special

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Frequent in-state and/or out-of-state travel including overnight stays.
• Long duration of computer workstation usage.
• Additional hours as required.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.  Well-constructed job descriptions are an integral part of any effective compensation system. 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.