Trainer II Meadowbrook 5314

Keesler Federal Credit Union•Jackson, MS

About The Position

The Trainer II supports the growth and performance of team members by delivering and maintaining effective training programs across the credit union. The role leads training sessions for core credit union classes and lending courses for other business units. It reports to the Training Supervisor and has no supervisory responsibilities. The position delivers classroom and virtual training, maintains the Mentorship Program, tracks participant progress, and updates training materials. It requires broad knowledge of the credit union’s systems, culture, products, services, procedures, and relevant regulations. The Trainer II may travel to branches and other departments for training, including overnight and extended stays, approximately 25%–35% of the time.

Requirements

  • Equivalent to a college degree (BS/BA) in a relevant field.
  • Three to five years of training experience.
  • Strong sales and lending experience; preferably in a financial institution.
  • Excellent organizational skills and ability to multitask, manage time efficiently, and prioritize work.
  • Effective oral communication and writing/grammar skills.
  • Working knowledge of credit union regulations, policies, and procedures.
  • Proficiency in handling monetary instruments, including cash, checks, bonds, cashier’s checks, and certified funds.
  • Comfort and effectiveness presenting to large groups of employees at all levels.
  • Availability to travel to branches and other departments for training, including overnight and extended stays (25%–35%).
  • Extensive personal computer use and high proficiency in Microsoft 365 Word, Excel, PowerPoint, Outlook, and Microsoft Teams.

Nice To Haves

  • Knowledge of adult teaching techniques.
  • Experience with JHA financial institution software.

Responsibilities

  • Conduct classroom and virtual training, including teller, lending, and other retail operations training, as well as projects supporting Lending Operations and other credit union areas.
  • Maintain the Mentorship Program by tracking participant progress, managing incentive budgets and payouts, conducting certification classes, and updating and maintaining related training materials.
  • Provide updates about new and existing team members’ progress to training management and team members’ management as necessary.
  • Maintain comprehensive knowledge of operating systems, organizational culture, products, services, and procedures to train team members at all levels.
  • Participate in training videos, including voiceovers and acting.
  • Represent Keesler Federal as a subject matter expert in areas of training expertise and respond to team member inquiries.
  • Attend train-the-trainer sessions to become proficient in training areas outside current expertise.
  • Demonstrate superior member service and serve as a positive role model for team members.
  • Comply with applicable federal regulations, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Benefits

  • Medical, dental, and vision insurance
  • Section 125 Flexible Spending Accounts for health care and dependent care expenses
  • Employee and dependent life insurance
  • 401(k) retirement plan with 100% match on the first 5% contributed by the employee
  • Paid leave
  • Tuition reimbursement and competitive scholarships
  • Short-term and long-term disability benefits
  • Employee Assistance Program
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