Branch Operations Trainer

Prospera Credit Union • Appleton, WI

2d

About The Position

Reporting directly to and in partnership with the Director of Retail Operations, the Branch Operations Trainer is responsible for designing and delivering comprehensive training programs for new Branch Operations Representatives and existing team members. The role involves creating engaging training materials, conducting hands-on training sessions, and ensuring that new hires are well-equipped to provide excellent service to our members. Expectations and Responsibilities Delivering Training: Conduct classroom and on-the-job training for new Branch Operations staff and existing Branch Operations job family team members, including interactive sessions, workshops, and seminars. Design and Develop Training Materials: Create instructional guides, interactive exercises, presentations, videos, and supplementary materials such as technical guides, tutorials, FAQs, and training decks. Tailor and Update Training Programs: Identify key training topics, create scalable materials (Including webinars) and adjust teaching methods to match varied experience levels. Stay informed about software advancements and incorporate updates. Provide Support and Assess Effectiveness: Assist participants with questions and technical challenges, offer continuous support, and evaluate training effectiveness through assessments and feedback. Adjust methods and materials as needed. Collaborate and Standardize Processes: Work with various Branch leaders to understand training needs, incorporate relevant information, and build repeatable processes to streamline the creation and delivery of training materials. Other duties as developed and assigned. Given this is a new role, we anticipate this role will evolve.

Requirements

• Bachelor's degree in Education, Business, or a related field or equivalent related technical experience as a lead Branch Operations Representative, Assistant Branch Manager, ect.
• Minimum of 5 years of experience in Branch Operations role.
• Experience in training, and/or providing periodic on the job support.
• Strong communication and presentation skills.
• Strong organizational and time-management abilities.
• Ability to learn training software and tools.
• Ability to simplify complex teller operations information and present it in an engaging manner.
• Proficient in using Microsoft Office tools; experience with content creation.
• Strong written and verbal communication skills, with the ability to connect with audiences of varying technical backgrounds.
• Comfortable hosting webinars, and developing supplemental materials like guides, FAQs, and documentation.
• Familiarity with credit union operations and Branch Operations protocols.
• Strong foundation in Prospera's Core systems (Symitar).
• Passionate about teaching and capable of explaining complex technical topics to diverse audiences.
• Proactive and detail-oriented, with the ability to identify areas (via survey feedback) where training will have the most impact and refining training to address those needs.

Responsibilities

• Conduct classroom and on-the-job training for new Branch Operations staff and existing Branch Operations job family team members, including interactive sessions, workshops, and seminars.
• Create instructional guides, interactive exercises, presentations, videos, and supplementary materials such as technical guides, tutorials, FAQs, and training decks.
• Identify key training topics, create scalable materials (Including webinars) and adjust teaching methods to match varied experience levels. Stay informed about software advancements and incorporate updates.
• Assist participants with questions and technical challenges, offer continuous support, and evaluate training effectiveness through assessments and feedback. Adjust methods and materials as needed.
• Work with various Branch leaders to understand training needs, incorporate relevant information, and build repeatable processes to streamline the creation and delivery of training materials.
• Other duties as developed and assigned.

Benefits

• Great Paid Time Off Benefits!
• Prospera Pays 91% of Medical Monthly Premium Costs!
• Prospera Matches Up to 5% of 401K Contributions!
• Prospera Provides Short-Term disability and Long-Term Disability at No Cost to You!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level