Retail Financial Services Trainer II

Global Credit Union • Anchorage, AK

21d

About The Position

Facilitate training events that support performance goals for sales and service, to ensure successful experiences for members and employees.

Requirements

• Bachelor's degree in Business Administration, Human Resources, Public Relations or related field.
• A combination of at least two years experience in branch operations, training facilitation, performance consulting, or similar coaching/training position.
• Excellent verbal and written communication skills including public speaking.
• Knowledge of adult learning theory and workplace performance methodology required.
• Must be able to use own vehicle to travel to local branches and operations centers for observation.
• Must be able to lift up to 50 pounds unassisted.

Nice To Haves

• Knowledge of sales motivation and management techniques preferred.
• Financial services experience and direct sales supervision or training of financial products preferred.

Responsibilities

• Facilitate job-specific training (operational procedures, system navigation, member interaction protocols, etc.) for new and existing member-contact employees, primarily through a virtual medium (Microsoft Teams).
• Teach sales skill courses, including needs discovery conversations, product positioning, recommending solutions, and consultative frameworks.
• Adapt facilitation style to accommodate different learning preferences, experience levels, and performance needs.
• Evaluate learner progress and provide constructive feedback to support confidence and skill growth.
• Proactively communicate with RFS Training leadership and learner leadership regarding learner progress.
• Prepare reports summarizing training outcomes, learner performance, and areas requiring follow up.
• Assist with logistics for classes, including scheduling, materials preparation, room setup, and technology coordination.
• Assist in review of training effectiveness metrics to identify strengths and gaps in current training.
• Maintain a thorough knowledge of best practices in credit union services throughout Branch Administration, Member Service Center and Operations.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

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