Training Specialist

Copper State Credit Union•Phoenix, AZ
•$24 - $28•Onsite

About The Position

Copper State Credit Union is seeking a Training Specialist I to join their team. This role offers the opportunity to be involved in the organization on a personalized scale, with a chance to develop your role from the ground up. The Training Specialist will be responsible for coordinating new employee training, facilitating classroom and virtual training sessions, maintaining training records, and providing feedback and continued development plans. The ideal candidate will be technologically astute, results-oriented, service-focused, possess initiative, have an eye for quality, and be flexible. Copper State Credit Union is a not-for-profit financial cooperative that has been serving members since 1951. They focus on building lifetime relationships by expanding products and services while emphasizing financial security, quality, and convenience.

Requirements

  • Strong oral and written presentation and communication skills required.
  • Professional, well-developed interpersonal skills are essential for projecting a positive image as representative for the credit union.
  • Education equivalent to a four-year high school education or general education degree (GED).
  • Must react well under pressure, approach others in a tactful way, accept responsibility for own actions, and follow through on commitments.
  • Proven ability to work effectively within a cross-functional team.
  • Requires a high level of creativity, flexibility, and resourcefulness.
  • Must be highly organized, versatile, flexible and sensitive to the needs of trainees.
  • Requires sound judgment and critical-thinking skills.
  • Displays a willingness to learn to make decisions in a timely manner and demonstrates an understanding of established guidelines.
  • Obtains approval for decisions outside their authority, makes appropriate recommendations, can support and explain reasoning.
  • Requires excellent interpersonal skills, ability to listen to employee needs, and the ability to convey a message to a classroom in such a way that everyone understands the material.
  • Strong computer knowledge, especially with the use of applications including Word, Excel, and PowerPoint is required.

Nice To Haves

  • 1 year of experience in a financial institution preferred.
  • Additional preference given to Credit Union experience.
  • Formal or informal training experience preferred.
  • Knowledge of the Credit Union movement and philosophy preferred.
  • Experience with Canva is a plus.
  • Prior presentation skills experience is a plus.

Responsibilities

  • Perform job shadowing in Branch Services to provide staffing assistance and maintain critical job skills.
  • Coordinate new employee Training Schedules and Welcome Letters and distribute accordingly.
  • Escalate any scheduling exception requests, as appropriate.
  • Review and prepare classroom materials prior to scheduled training.
  • Facilitate classroom and virtual training with a primary focus on New Employee Onboarding, including New Employee Orientation, Teller Training and Sales & Service.
  • Build proficiency with classroom management skills, including effective time management, consistent delivery, addressing performance issues, following established escalation processes, and treating all participants respectfully and fairly.
  • Maintain accurate training records.
  • Track attendance for each class and provide timely feedback to managers regarding their employees.
  • Seek guidance from the Organizational Development Manager or VP on a plan to address deficiencies.
  • Review post-training evaluations for assigned classes, ensure training objectives are met, and follow up when needed.
  • Collaborate on appropriate adjustments and implement approved changes.
  • Provide onsite observations and shoulder-to-shoulder training as assigned.
  • Provide observation feedback to the appropriate individuals and assist with creation and implementation of continued training plans.
  • Follow up to identify additional training opportunities and assist with the creation and implementation of continued development training plans.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service