SUMMARY:

Responsible for assisting in the improvement of the productivity of the credit union's .employees, including effective development, coordination and presentation of the training and development programs. Assists in the assessment of developmental needs that will drive training initiatives. Actively searches, creatively designs, and implements effective methods to educate and enhance performance.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed.

• Performs ongoing training needs analysis based on credit union objectives and job performance requirements.
• Conducts training classes on products/services, policies, and procedures for credit union staff based on the overall business plan and needs of the organization, including train-the-trainer classes as required.
• Provides real-time feedback in accordance with the credit union's sales and service initiative; identifies coaching opportunities and communicates those following the appropriate chain of command.
• Creates interactive, effective training presentations. Develops instructional materials and aids. Uses innovative learning solutions to improve learning content, delivery approaches, and training effectiveness.
• Creates soft skills training, including coaching skills, interpersonal communication, and personal accountability, to support the sales and service effort.
• Monitors consistency and quality of training materials for accuracy and relevance to credit union objectives. Assesses training effectiveness to ensure transfer of learning and to improve the training process.
• Maintains training tracking; records classes and attendees, and reports as required by regulation and credit union management.
• Provides in-person support to branches and contact center when necessary.

MINIMUM REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Maintains the highest standards of ethical behavior.
• Maintain a positive attitude with employees and members, and remain flexible while focused on accepted practices, policy, productivity and effectiveness.
• Promote awareness of the credit union mission and brand statement to the credit union membership.
• Abide by the Service Standards established by the credit union.
• Strong knowledge of financial products and services.
• Regular and predictable attendance.
• Excellent verbal and written communication skills to communicate professionally.
• Maintain a professional appearance in accordance with established dress code policy.
• Technological skills and knowledge, including computer literacy.

PERFORMANCE STANDARDS:

Design and deliver effective, accurate, and consistent training and orientation programs. Must know the principles of training and learning; must know how to apply them in a variety of situations; must know how to evaluate training results and to identify and provide necessary follow-up.

Must relate well with all staff regardless of rank or position; exhibit excellent interpersonal skills in communicating orally to all staff; write clearly, concisely and correctly in communicating all information. Is organized at all times; effectively prioritize tasks to ensure their timely completion. Must be able to deliver customized training and orientation programs that have been thoroughly developed.

Is a leader in recognizing member needs and has a thorough knowledge of credit union products, services, and ancillary programs. Exercises confidentiality when working with staff members. Recognizes and adjusts instruction to best suit the needs of each student.

EDUCATION and/or EXPERIENCE:

A high school degree or GED equivalent required. Bachelor's degree from a four-year college or university in a related field preferred.

LANGUAGE SKILLS:

Articulate, engaging, influential speaker; able to convey both technical and non-technical material in a clear, concise manner. Ability to read and interpret documents such as regulatory instructions, policy manuals, task documentation, and procedure manuals. Exceptional ability to write clearly and concisely in developing training manuals and exercises, as well as in producing routine reports and correspondence. Ability to speak effectively before various groups.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to draw and interpret bar graphs.

REASONING ABILITY:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

TECHNICAL SKILLS and ABILITIES:

Ability to operate office equipment and software used in word processing, as well as laser printers, photocopiers, telephones, voice mail, email, Internet and fax machines, etc.

• Fully capable of operating audio visual equipment such as Symposium, Smart Board, television, overhead projector, camcorder, and video projection apparatus, etc.
• Exceptional knowledge in word processing and presentation software, spreadsheet, and other software programs used in training.
• Fully knowledgeable in credit union terminology and acronyms commonly utilized in the day to day communication of staff, policymakers and others involved in the credit union system, or the ability to learn.
• Ability to learn, comprehend and train on data processing software.

PERFORMANCE SKILLS:

• Ability to manage time; coordinate several projects at once; multitask.
• Able to follow established policies and procedures.
• Ability to deal with all levels and departments of the organization.
• Able to present information to trainees in such a way that ensures transfer of learning.

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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Able and willing to travel, and to work overtime as needed.

While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, and talk or hear. The employee must occasionally lift and/or move up to 30 lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Thank you for your interest in joining UT Federal Credit Union. As part of our commitment to ensuring a safe and secure work environment, all offers of employment at UT Federal Credit Union are contingent upon the successful completion of a comprehensive background check.

The background check may include, but is not limited to, checks of your criminal record, employment history, educational credentials, credit history, motor vehicle record, and references. You may be required to provide additional information and complete further documentation to facilitate these checks.

By proceeding with this application, you hereby authorize UT Federal Credit Union and its designated agents and representatives to conduct such investigations and request such information as is necessary to evaluate your suitability for employment.

In the event that information from a consumer report obtained about you from a consumer reporting agency is used in whole or in part in making an adverse decision with regard to employment, you will be provided with a copy of the consumer report and a description in writing of your rights under the law.

Should there be any discrepancies or disputes regarding the information obtained during the background check, or should you otherwise wish to discuss the report's contents with us, you will have an opportunity to discuss and/or dispute the content with us before a final employment decision is made.

All information received during the background check process will be treated with the utmost confidentiality and sensitivity, in accordance with the law. It will be used solely for the purpose of evaluating your potential employment at UT Federal Credit Union.

Please complete the application if you understand and agree to the above-mentioned conditions. In doing so, you acknowledge that you have carefully read and understand this Disclosure and Authorization and authorize UT Federal Credit Union to obtain and/or its agent to obtain and furnish to the Credit Union information related to your background to be used for employment purposes.