Branch Support Trainer

Essential Functions & Responsibilities:

• Evaluates and facilitates training for all teller functions, as well as topical branch training as requested. This includes working with appropriate staff to coordinate scheduling, skill assessment, feedback, and appropriate follow-up.


• Works cooperatively as a team to design, implement, and evaluate training programs and materials. This includes making recommendations as needed.


• Trains as backup for designated classroom sessions.


• Performs other related duties as required.

Performance Measurements:

1. Achieve an 80% or better score from employee testing following completion of all formal employee training programs, and an 80% or better retention rating (re-test) following the training.


2. Meet all training objectives and goals established for the year. To complete reports and records accurately and in a timely manner.


3. Maintain a basic understanding of Credit Union products, services, policies and procedures, as well as an understanding of the Credit Union's mission.


4. Provide informed, professional and accurate service and support to all members and associates.


5. Develop recommendations for efficiencies and enhancements to training products, pricing and processes by monitoring trends in training.


6. Ensure all activities within the department are carried out within the prescribed time frames with zero errors.

Knowledge and Skills:

Experience - One year to three years of similar or related experience including training experience and Teller experience. New Accounts and Lending experience preferred. 

Education - A high school education or GED.

Interpersonal Skills - 

1. Communicating with courtesy, tact, and diplomacy.
2. Building relationships and soliciting cooperation from employees, leadership, and other
stakeholders.
3. Delivering feedback and coaching others.
4. Recognition and flexibility to various communication styles and preferences.

Other Skills - 

1. Must be able to operate related computer software (Word, PowerPoint) and business equipment including projector, screen, public address equipment, and other training aids.
2. Professionalism in appearance, dress, and attitude is a must.
3. Public speaking and presentation skills.
4. Ability to evaluate learning style and adjust training accordingly.
5. Planning and time management skills.
6. Flexibility to branch or department scheduling, procedures, and priorities.

Physical Requirements - Light lifting required. 

Work Environment - This position requires frequent visits to various branches or departments, as well as the use of a portable office (i.e. laptop and appropriate software/hardware).