Demo

Training Instructor III - Navy Federal Financial Group

Navy Federal Credit Union
San Diego, CA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 5/10/2025

Overview

To implement and facilitate training programs for assigned areas of company. Collaborate with the Instructional Designers and test the development of learning activities, training materials, facilitator guides, lesson plans, and class schedules. Conduct training sessions, monitor effectiveness and recommend program modifications. Investigate operational processes and procedures to determine feasible and effective training solutions. Function as subject matter expert or lead on projects regarding business functions, systems, policies and/or procedures. Identify and assess organizational issues and training/development needs. Present findings and recommendations to management. May be required to travel and work evenings and/or weekends. Provide support to branch to meet the business need. Work independently under general supervision. Lead large-scale or cross-departmental projects. May assist Supervisor in day-to-day operations. Act as supervisor/manager in the incumbent's absence.

Responsibilities

  • Anticipate and recommend best practices to improve training programs, training environments and company performance
  • Collaborate with others to plan and design courses and curricula; ensure accuracy of content and test multimedia elements - Participates in
  • Conduct needs assessment on request from business unit management to provide customized training or individual guidance to improve and develop performance - Advanced analysis
  • Create reference and support tools that reinforce training - Considerable scope
  • Design/develop/facilitate targeted team building exercises to address employee engagement issues
  • Develop and enhance training content and technique to ensure that learning objectives meet training requirements - complex/Difficult
  • Facilitate and train multiple, diverse courses for large/small groups including other trainers
  • Facilitate classroom interactions to ensure optimum engagement levels from participants
  • Identify and recommend new and novel training approaches and modalities
  • Implement most effective instructional approach via virtual instructional led training (VILT) or instructional led training (ILT) - Advanced
  • Leverage Navy Federal Learning Center (NFLC) to communicate programs; register participants; track attendance, participation, assessments; and monitor class workshops/simulations/eLearning offerings
  • Liaison between product owners and operations to maintain a consistent focus for a variety of initiatives using diverse communication methods
  • Manage preparation of training materials, resources and course content from conception through production stages - Advanced
  • Plan, coordinate, manage & deliver (technical, soft skill, skill builder and/or member service) training programs; may also include ad hoc training - Considerable scope
  • Respond to and resolve training related issues and inquiries - Advanced
  • Track, measure, evaluate, analyze and provide feedback on the effectiveness of training programs and/or trainee performance to ensure learning objectives are achieved - Advanced analysis
  • Train employees on the concepts, products, policies, procedures and equipment used in the position
  • Assist in determining user requirements, appropriate work flows, and other system requirements
  • Conduct leadership presentations and/or training for various groups including executive leadership
  • Conduct research and analysis of requirements and processes - Advanced analysis
  • Identify and develop recommendations for business process improvement - Advanced analysis
  • Measure, develop, mentor and counsel trainees
  • Serve as liaison regarding program compliance, procedures and training issues
  • Serve as subject matter expert regarding business functions, systems, policies and/or procedures
  • Set performance standards and expectations - Considerable scope
  • Perform other duties as assigned

Qualifications

  • Ability to adapt to fluctuating work-flow
  • Ability to work independently and in a team environment
  • Ability to compile, organize and present information clearly and concisely
  • Significant experience in classroom instruction and/or facilitation for individuals or groups
  • Significant experience in working and participating in cross-functional, multi-dimensional teams and projects
  • Expert knowledge of instructional theories, educational psychology, educational theory, tools and resources
  • Advanced database and presentation software skills
  • Advanced organizational, planning and time management skills
  • Advanced research, analytical, and problem solving skills
  • Advanced skill capturing and translating processes and requirements into easily understood terms
  • Advanced skill collaborating with various external and internal technical and/or functional contacts
  • Advanced skill communicating with all levels within an organization
  • Advanced skill in assessing organizational training needs and researching topics for course development
  • Advanced skill in building strategic and execution-focused plans and alliances with partner leadership
  • Advanced skill interacting tactfully and effectively in difficult situations
  • Advanced skill to successfully influence, lead and/or guide others towards goals
  • Advanced verbal and written communication skills
  • Effective skill guiding and training less experienced staff
  • Effective word processing and spreadsheet software skills
  • Expert skill speaking and/or presenting in front of groups in a professional setting
  • Bachelor's Degree in Finance, business, communication, behavioral sciences, training development or related field or the equivalent combination of training, education, and experience

Desired Qualifications

  • Experience in multi-media training
  • Advanced knowledge of Navy Federal products, services, programs, policies and procedures
  • Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
  • Advanced knowledge of banking/financial industry standards and practices
  • FINRA Series 7, combination of NASAA Series 63/65 or 66 registration, and Life & Health Insurance License preferred
  • Working knowledge of the investment services industry, particularly in a broker-dealer firm

Hours: Monday - Friday, 8:00AM - 4:30PM

Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Dr. Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

* Best Companies for Latinos to Work for 2024

* Computerworld Best Places to Work in IT

* Forbes 2024 America's Best Large Employers

* Forbes 2024 America's Best Employers for New Grads

* Forbes 2024 America's Best Employers for Tech Workers

* Fortune Best Workplaces for Millennials 2024

* Fortune Best Workplaces for Women 2024

* Fortune 100 Best Companies to Work For 2024

* Military Times 2024 Best for Vets Employers

* Newsweek Most Loved Workplaces

* 2024 PEOPLE Companies That Care

* Ripplematch Recruiting Choice Award

* Yello and WayUp Top 100 Internship Programs

From Fortune. 2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.


Navy Federal values, celebrates, and enacts diversity in the workplace.  Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.  EOE/AA/M/F/Veteran/Disability

 

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