Branch Services Training Specialist, Chelmsford, MA, Hybrid, Full-time

Digital Federal Credit UnionChelmsford, MA
$62,300 - $70,100Hybrid

About The Position

This position is responsible for developing and delivering instructor-led training to Branch Services employees and coaching them to effectively use what they are learning. Training covers many topics, including DCU’s culture, service excellence, services, and systems.

Requirements

  • 1-2 years of experience in facilitating and developing adult learning content or education role or equivalent
  • Branch Services experience; currently employed as MSR, Branch Team Leader, or equivalent in Branch Services
  • Demonstrate proficiency of all skills associated with teller, MSR, and management branch services positions as well as a thorough knowledge of understanding credit union policies, procedures, products, and services.
  • Demonstrate supervisory and leadership skills including the ability to exercise good judgement in the decision-making process.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Proficiency in eLearning development software
  • Excellent written, verbal, interpersonal and presentation skills
  • Ability to present topics in an understandable way, utilizing adult learning principles.
  • Extensive knowledge of DCU products and services
  • Extensive knowledge of DCU Branch Services procedures and systems
  • Strong organizational skills with attention to detail
  • Ability to manage multiple priorities and work effectively under pressure.

Nice To Haves

  • BA degree in Education, Business Administration, Organization Development, or a relevant field preferred

Responsibilities

  • Participate in the development of facilitator-led training programs specific for Branch Services for both groups and individuals in partnership with the department and Branch Services Training Manager.
  • Facilitate in-person and online interactive learning for both groups and individuals in partnership with the Branch Services Training Specialists team.
  • Assist to implement, execute, and maintain all aspects of the n-Branch Coach (IBC) program including holding of quarterly meetings, training and on-boarding of IBCs, and offering consistent feedback to the IBCs on their coaching with the new hires in partnership with the Branch Services Training Manager.
  • Evaluate new hire comprehension and application and make necessary recommendations throughout the new hire.
  • Coach new hires and provide appropriate reinforcement of learning.
  • Acts as a role model for trainees, demonstrating appropriate dress, good work habits, a positive outlook, a commitment to providing outstanding member service, and a strong desire to contribute to the Credit Union's success and goals.
  • Acts as an additional resource for branch services employees regarding policies, procedures, regulations, with transaction processing, and reference materials/job-aids.
  • Ensure training materials are comprehensive and clearly convey information and concepts, enhance the learning process and update and revise as necessary.
  • Participate in various learning programs and projects as requested by Branch.
  • Maintain a working knowledge of current training concepts and technologies and make recommendations To maintain such a level of working knowledge, will be required to work routine shifts for teller or member service on a periodic basis in the branches.
  • Recognize and share opportunities for alignment of procedures and processes among branch services with the Branch Services Training Specialist team and manager.
  • Collaborate with Branch Services Training manager, branch services leadership teams, Info Center Training Specialist, and IBCs to diagnosis training needs and develop appropriate interventions.
  • Deliver learning modules to employees using a variety of instructional methods.
  • Design and create training manuals, online learning modules, and course materials.
  • Attends training seminars to provide a superior training experience.
  • Perform other job-related duties as assigned by Managers(s).

Benefits

  • Excellent work-life balance
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