Operations Training Specialist

Pelican State Credit Union • Baton Rouge, LA

1d • Onsite

About The Position

The Operations Training Specialist is responsible for developing and delivering training curriculums for new and existing frontline employees in the Member Experience Representative, Loan Officer, Branch Supervisor, Assistant Branch Manager, and Branch Manager positions. They work closely with all credit union departments to develop course material and receive feedback. They serve as the credit union’s 'go-to' person for questions from staff related to Branch Operations. They must be comfortable presenting to individuals and groups and be open to engaging in professional conversations with others.

Requirements

• 3 years of experience in a financial institution and in customer service and training experience with groups and individuals.
• 2-year college degree in Business Administration, Education, Communication, or a related field. Additional experience may be considered in lieu of education.
• Excellent oral, written, and telephone communication skills
• Strong problem-solving, attention to detail, and member service skills
• Proficiency in Microsoft Office products, especially Excel

Responsibilities

• Conduct training for all new frontline employees including Member Experience Representatives, Loan Officers, Branch Supervisors, Assistant Branch Managers, and Branch Managers.
• Confer with Branch Managers and Branch Operations Managers to determine ongoing training needs and schedule training sessions appropriately.
• Design training programs to effectively train all employees on branch operations, cross-selling, products and services, etc.
• Train new frontline employees on products, software, job functions, policies and procedures, credit union standards, member service and communications for effective and accurate processing of member account transactions.
• Conduct training sessions covering specified areas such as on-the-job training, refresher training, etc.
• Proactively review training material and make updates as needed.
• Develop strong relationship with all Credit Union departments to develop course materials and receive feedback.

Benefits

• Medical, Dental, and Vision Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree