Training Manager

Erie Federal Credit Union•Erie, PA

About The Position

The Training Manager designs, implements, and manages training and development programs that support organizational objectives, employee success, regulatory requirements, and service standards. The role promotes continuous learning and professional growth and champions the credit union’s Member Experience philosophy by embedding Five-Star Member Service principles in learning programs. It also supports the Coaching and Development programs by conducting and facilitating coaching calls and training initiatives. The Training Manager assesses employee training needs, creates and delivers instructional content, manages the training calendar and e-learning platform, and coordinates internal and external learning resources. The role partners with managers and leadership on employee development, performance improvement, succession planning, and career growth, while maintaining current knowledge of credit union policies, procedures, and applicable regulations. The position requires professional interpersonal skills, thorough knowledge of credit union policies, procedures, programs, products, and services, high school education plus at least two years of additional coursework, and at least three years of experience in financial institution operations or services. Training experience is preferred. The role involves frequent standing and walking, continuous sitting, and occasional driving, lifting or carrying 15–25 pounds, and other listed movements.

Requirements

  • High school education and at least two years of additional coursework.
  • At least three years of experience in a financial institution operations or services position.
  • Professional, well-developed interpersonal skills for communicating with members, employees, and the general public on credit union-related matters.
  • Thorough knowledge of the credit union’s policies, procedures, programs, products, and services.
  • Intermediate mathematical skills, including calculations and concepts involving percentages, fractions, and decimals.
  • Intermediate working knowledge of PC applications, including Office Suite.
  • Maintain compliance with credit union policies and procedures, the Bank Secrecy Act, and applicable laws and regulations.

Nice To Haves

  • Training experience.

Responsibilities

  • Research, evaluate, and implement training methodologies, tools, and resources.
  • Develop, coordinate, and facilitate training programs, including instructional content, presentations, and educational materials.
  • Establish, maintain, and manage a comprehensive training calendar.
  • Design interactive learning activities to encourage knowledge retention, skill development, and participation.
  • Administer and improve the e-learning platform and online training programs.
  • Evaluate and coordinate external training providers, educational resources, and development programs.
  • Assess training needs using input from leadership, employees, members, performance trends, and other data.
  • Partner with department managers on employee development, performance improvement, succession planning, and career growth.
  • Design and deliver customized training programs and learning solutions for departmental and organizational needs.
  • Facilitate sessions, seminars, and workshops on products, services, policies, procedures, systems, and strategic initiatives.
  • Develop, update, and maintain procedural manuals, training guides, reference materials, and other instructional documentation.
  • Integrate Five-Star Member Service principles into training, coaching, and employee development programs.
  • Conduct and facilitate coaching calls and research and implement coaching training.
  • Regularly observe and engage with Operations departments to understand operational functions, procedures, and processes.
  • Collaborate with leadership to foster continuous learning, professional development, employee engagement, and service excellence.
  • Maintain working relationships with department heads, including Branch Operations, Compliance, Lending, and Operations.
  • Maintain knowledge of and comply with credit union policies and procedures, the Bank Secrecy Act, and applicable federal laws and regulations, including those set by the NCUA and other regulatory agencies.
  • Attend relevant seminars, conferences, training courses, Member Experience training, and Coaching and Development training.
  • Perform other duties and special projects as assigned.
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