Trainer

Description

At R.I.A. Federal Credit Union, the primary focus of the Trainer is to improve the financial well-being of our members. This is accomplished through:

• Relationships: Building relationships is integral to the success of R.I.A. As a community credit union, R.I.A.’s Trainer will invest the time to get to know members and take care of their needs while finding opportunities to improve their financial well-being.  The Trainer will build relationships with internal stakeholders to understand and help deliver business needs and objectives.

• Integrity: In an era of big banks and big data, operating with integrity is becoming a more difficult trait to find in a financial institution. An R.I.A. Trainer is committed to handling members’ finances and data in a manner that is ethical, transparent, and professional.

• Action: Not content with “business as usual,” R.I.A. is action-oriented. From helping a member solve a financial challenge to positively impacting the community through volunteering and sponsorships, R.I.A. is motivated to action.

Essential Functions

Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions

1. Conducts Orientation, Development and Training: sessions for new entry level staff, covering specific areas such as on-the-job training, use of computers and software, system navigation, sales & service techniques, product knowledge, interpersonal skills, and professionalism. Develop and teach credit union product promotion and cross-selling techniques. Report on progress of employees under guidance during training periods. Serve as a primary resource for training new member facing staff in addition to serving as a trainer to all areas that utilize the same systems and procedures as frontline employees.

1. Content Creation: Trainer will work with the Manager of Training & Procedural Development to create content for training sessions.  This includes, but is not limited to, PowerPoint presentations, handouts and resources used in training sessions, continuing education materials for new and existing staff, etc.  This also includes utilizing the Learning Management System to create and distribute custom e-learnings and webinars.

1. Leadership & Employee Development: Trainer will assist Manager of Training & Procedural Development in creation of Leadership & Employee Development programs.  This will include both content creation and delivery of monthly and/or quarterly training sessions.  The primary focus of these programs will be to equip staff with additional skills to help them grow in their career.  The Trainer will, when necessary, develop individual growth plans for employees and/or managers who are ready to grow in their careers.  The Trainer will not only train and coach staff but also lead by example.

1. Learn and Educate: Trainer must maintain high levels of product/services knowledge so in turn they can educate new staff, members and prospective members on R.I.A.’s products and services.  Maintain a working knowledge of Member Service Representatives to assist members as needed.  Understand the duties and responsibilities of an Assistant Branch Manager and Branch Manager.

1. Interact: Trainer interacts with new employees and members specific to deposit and loan accounts. Effectively facilitate training courses for new and existing employees.  Provide guidance, training, and support to office personnel.  Since these interactions are in-person, creating a pleasant experience for new employees and R.I.A. members is vital.
2. Perform: Trainer will perform banking transactions including but not limited to deposits, withdrawals, loan payments, check cashing, transfers, opening and closing accounts, IRAs, loans, changing account information, share certificates, direct deposit, bonds, stop payments, and various other financial transactions. Prepare paperwork for, process and disburse loans.  Counsel and interview members to make recommendations to them as to what services or products best fit their needs.  Trainer will not primarily be working with members, but needs a strong knowledge of all member facing transactions in order to effectively train new and existing employees.   

1. New Training Offerings: Trainer will be responsible for creating and delivering new training offerings to be made available to the entire organization.  These new offerings include, but are not limited to: Contact Center Training, Continuing Education courses, Microsoft Office training, soft skills training, sales training, etc.  Trainer will need to possess, or be willing to acquire, the necessary skills to be able to effectively train employees on any of the above.  This could also include working with back-office departments to provide necessary training for non-frontline employees, when applicable.

1. Administrative: Trainer will assist Manager of Training & Procedural Development as a Learning Management System administrator.  This includes, but is not limited to, employee maintenance, scheduling classes, pulling reports, creating and delivering e-learnings, etc.

1. Uncover and Refer: As a not-for-profit financial institution, we have a responsibility to uncover opportunities to improve the financial well-being of those with whom we interact. The most important characteristic of a successful frontline employee is the ability to find these opportunities and convert them into success for our members.  The Trainer will provide training and support to the frontline staff.  When opportunities arise to help a member with an additional product or service, following the training provided, the frontline employee will be equipped with the knowledge to handle the member’s request when possible.  In situations when a request should be referred, the frontline employee will know how to refer the request to the respective teams to act.

1.  Compliance: A strong understanding and adherence to Policy and Procedure is a requirement for success.  Maintain knowledge of all laws and regulations applicable to the duties of the Trainer to aid members and coworkers. 

1.  Security: Maintain and enforce maximum security over cash, building and other valuables on hand according to safety and security policies and procedures.  Maintain confidentially. Maintain the security of your area and keep it organized and neat in appearance.

Qualifications

Competencies

• Leadership
• Strong facilitation skills
• Creativity
• Strong presence in front of an audience – ability to lead a room of people
• Attitude and energy – ability to positively and effectively engage with employees at all levels
• Lead, train, & direct
• Confidentiality
• Financial Acumen
• Respectful
• Collaborative
• Can learn and evolve
• Trustworthy
• Ethical Practice
• Adaptable
• Active Listening
• Troubleshooting
• Attention to detail and solid organizational skills
• Strong written and verbal communication skills; comfortable making presentations
• Takes initiative; problem solve
• Relates well to employees at all levels; relationship-builder

Supervisory Responsibility
No supervisory responsibilities.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to spend considerable time sitting at a desk, complete work using a computer, regularly answer phone calls, and interact with employees at all levels of the organization. The employee will occasionally lift and move up to 25 pounds.

Type/Expected Hours of Work

This is a full-time position. While normal hours of work and days for R.I.A. Federal Credit Union are Monday through Friday, 8:00 a.m. to 5:00 p.m. Hours for this position reflect branch attendance, and may vary based on job related requirements.   

Travel

Less than 50% travel

Required Education and Experience

Two years secondary education in related field or equivalent work experience

Previous training and/or facilitation experience preferred

Experience in customer service & lending

EEO Statement

R.I.A. Federal Credit Union believes in equal employment opportunity for all employees and applicants for employment. Our company’s success depends on the effective utilization of qualified individuals regardless of their race, creed, color, religion, sexual orientation, age, ancestry, national origin, disability, military or veteran status or any other characteristic protected by law. We will not discriminate on the basis of these characteristics in a personnel action including, but not limited to, hiring, training, promotions, transfers, demotions, benefits, compensation, discipline, termination and any other conditions or privileges of employment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time to adjust and adapt to the changing needs of the business.