TRAINER

SANDIA AREA FEDERAL CREDIT UNION•Albuquerque, NM

1d•Onsite

About The Position

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization. As a Trainer at Sandia Area, you are responsible for delivering excellent service while maintaining personal accountability in your actions and behaviors. By prioritizing member satisfaction and operational efficiency, you directly contribute to the organization’s mission of strengthening financial well-being for our members and community. You are entrusted to uphold our values in every interaction, ensuring trust, accuracy, and a focus on service excellence. Reporting directly to the Training and Development Manager, the Trainer is responsible for developing, coordinating, and facilitating training classes and programs for credit union employees.

Requirements

Expertise in conducting, coordinating, and preparing effective training with a requisite understanding of financial institution operations.
Effective presentation skills and public speaking ability.
Understanding of learning styles and adult training methodologies and delivery methods.
Ability to stand for extended periods of time to conduct training.
At ease with training consultative selling techniques to understand member’s needs, build trust, and offer tailored solutions.
Working knowledge and understanding of credit union operations, policies, and procedures.
Very knowledgeable regarding products, services and processes within the credit union.
Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.
Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.
Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment.
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Ability to perform essential functions, including the ability to lift up to 20 lbs. as needed.
Bachelor's degree in related field.
Three (3)year(s) of applicable experience required.

Nice To Haves

Other equivalent certification may be considered.
General knowledge of credit union branch operations preferred.
Industry training certification preferred.

Responsibilities

Delivers training as directed. Training may include new employee training, consultative sales and service techniques, quality service training, and position task training.
Conducts instructor-led classroom and in-the-field training in a professional and effective manner that benefits employees and the Credit Union.
Participates in designing curriculum and creating quality training materials such as handbooks, guides, visual aids, learning videos, etc.
Assists the Training and Development Manager with administrative duties associated with the Training Department.
Ensures training methods are current, engaging, and effective by assessing training techniques and evaluating training results.
Serves as a resource to employees for follow up support, questions, and coaching during and after completion of training programs.
Provide recommendations for course content changes and process improvement techniques to the Learning and Development Manager.
Demonstrates proficiency with operational systems and platforms.
Maintains training records, calendar of employee training events, and training materials on an ongoing basis.
Participates in administering courses and maintaining employee records within the Credit Union's Online Learning Management platform.
Keeps abreast of current branch operational policies and procedures that affect the training curriculum.
Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities.
Represent the credit union with professionalism, integrity, and ethical conduct at all times.
Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines.
Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.
Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy.
Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions.
Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.
Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization.
Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.
Willing to undergo background and credit checks as required by federal and state regulations.
Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.