Training Coordinator


The primary role of the Training Coordinator is to assist in the execution of training and development for all levels of management and staff. Responsible for scheduling, coordinating, communicating, monitoring, and handling of logistics for trainings; ensuring all are in order. Conduct basic/administrative level training sessions for small groups of new hires. Protect information with highest security practices ensuring that all employee information is secured and kept confidential. Ensure efficient and effective department operations by providing back-up support to the Human Resources Department personnel in performing daily tasks as needed. Contribute to efficient Credit Union operations by performing duties accurately and in a timely manner.



  • Contribute to the success of the Credit Union by providing superior service according to Sound Credit Union’s Service Promise.
  • Schedule all training; coordinate/communicate with participants, presenters and managers; send out reminders; reserve rooms, update Intranet Training Calendar; prepare necessary agendas/packets; coordinate logistics; order/pick-up refreshments/lunches, room set-up, equipment, etc. Serve as point of contact/collaborate with external trainers who conduct in-house training to ensure all logistics are attended to appropriately.
  • Conduct new hire training sessions at a basic/administrative level including but not limited to basic telling duties/functions, new accounts, Check Fraud prevention, robbery awareness/procedures, products and services, basic compliance training, and the utilization of the Credit Union’s core banking platform, Intranet, and other related software applications.
  • Conduct ongoing Credit Union needs analysis by conferring with management to identify areas requiring development and training for all levels of management and staff. Research various training avenues such as subject-matter-experts, software, videos, online programs, etc. for content relevance and cost effectiveness. Recommend and training and development programs as deemed appropriate for meeting the needs of the staff as well as the objectives set forth for the Credit Union.
  • Collaborate with appropriate management and subject- matter-experts to formulate training outline content, design materials, and determine instructional methods such as individual training, group trainings, audio conferences, etc.
  • Conduct/collect post training evaluations and assessments to solicit employee feedback to ensure that training objectives are being met. Make recommendations for improvement when necessary.
  • Prepare new hire manuals; ensure paperwork/forms/manuals are up to date and paperwork is properly completed. Serve as back-up in conducting new employee first day introduction to the Credit Union.
  • Update and maintain training checklists (i.e., Teller Training Checklist, Branch Manager Training Checklist, New Employee Supervisor Checklist, etc.).
  • Administer Teller 60 day assessment, 120 day assessment, annual assessment, and Shared Branching Assessment in a timely manner. Ensure assessments are up to date; report findings to appropriate management. Make recommendations for improvement as needed.
  • Send out notifications, monitor and ensure completion for all staff annual CU Digital compliance training, which include but is not limited to, Credit Union Ethics, Sexual Harassment, Unlawful Harassment, Diversity in the Workplace, Red Flags, Bank Secrecy Act, etc.
  • Register staff for off-site conferences/seminars; including hotel and travel arrangements as needed.
  • Monitor, update and maintain tracking for all employee trainings.
  • Run standard and custom training reports in HR software as required. Prepare and forward monthly Training Report to EVP accurately and in a timely manner.
  • Maintain a high degree of confidentiality when dealing with employee situations relative to the human resources functions.
  • Ensure efficient and effective department operations by providing back-up support to the Human Resources Department personnel in performing daily tasks as needed.
  • Assist with special projects related to field of expertise, as assigned.


  • Lead and set example in communicating and reinforcing the Credit Union’s culture and values.
  • Project a positive image of the Credit Union by maintaining department surroundings that reflect the Credit Union’s commitment to provide a friendly, respectful, courteous and professional business environment for all Credit Union members. Maintain cleanliness and security of work area, desk, equipment, etc. Adhere to Credit Union attire standards.
  • Keep apprised, adhere to, and demonstrate compliance with current state and federal regulations/laws, inclusive of the Bank Secrecy Act as well as Credit Union policies and procedures. Maintain knowledge of Credit Union products and services.
  • Maintain competency base knowledge with respects to profession through a variety of means such as seminars, networks, courses, and reading. Keep abreast of local and national trends, current issues, and required competencies. Continuously seek process improvements with the ultimate goal to improve the quality of member service.
  • Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility. Recognize situations, which because of risks or hazards involved, are beyond his/her limits and directs them to the appropriate person.
  • Maintain confidentiality in performing assignments relative to any information received directly or indirectly. Ensure that all information and transactions regarding Credit Union members are kept confidential.
  • Prepare reports as requested by Management.
  • Perform other duties as needed or assigned.
  • Report to work on time and as scheduled.


Any equivalent combination of education and experience which provides the knowledge, skills, and abilities required to perform the job. A typical way to obtain the knowledge and abilities would be:


  • Three years’ successful work experience in financial institution/credit union operations desired. Two years’ general administrative assistance experience preferred. Previous experience as a Trainer desired.


  • Two years’ of college level instruction in Business, Human Resource/Management, or related experience and/or training; or equivalent combination of education and experience.

License or certificate:

  • Must be bondable.


To perform this job successfully, an individual must be able to perform the essential duties of this job. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

  • Knowledge of local, state, and federal laws and regulations applicable to industry.
  • Strong knowledge of financial institution/credit union operations.
  • Ability to understand the particulars of monetary transactions.
  • Strong knowledge of financial institution procedures, services and programs.
  • Ability to identify and assess various learning styles and behaviors and understand flexible facilitation techniques to accommodate these styles and behaviors in training.
  • Strong organization skills and the ability to manage multiple responsibilities while working in a fast-paced environment.
  • Strong initiative and ownership skills.
  • Strong retention in learning and ability to follow instructions.
  • Strong interpersonal and communication skills, including listening, oral, and writing skills; ability to speak comfortably and confidently in small groups.
  • Ability to be thorough, accurate, attend to detail. Ability to work regularly scheduled days, as well as be flexible with schedule in accordance with the needs of the Credit Union and the department. Excellent attendance is critical.
  • Ability to effectively and productively work independently as well as part of a close team and with others.
  • Ability to deal maturely, professionally and tactfully with difficult members/situations.
  • Ability to be flexible and responsive in order to provide the highest quality of service to internal and external members.
  • Ability to work under deadline pressure. Ability to use discretion in decision making and sound judgment in problem solving.
  • Strong computer experience including calculator, PC, database, spreadsheet and word processing systems and software.
  • Must possess and exhibit a high degree of professionalism, maturity, and patience.
  • Strong analytical and problem solving skills.


  • Requires the ability to read, write, communicate, and interpret information accurately in English.
  • Employee must demonstrate the ability to interact tactfully and positively with co-workers, members, management, and the public.
  • Ability to respond to common inquiries from co-workers, members, and the public.


  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.


  • Ability to define problems, collect data, establish facts, and draw valid conclusion.
  • Ability to interpret a variety of technical instructions.


  • None.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

  • Requires the ability to operate, repetitively at times, a personal computer, mainframe computer terminal and calculator. Also requires ability to operate multi-line telephone, facsimile and photocopier.
  • Requires the ability to concentrate and consistently produce accurate work.
  • While performing the duties of this job, the employee is frequently required to sit for up to 4 hours at a time; use hand to find, handle, or feel, reach with hands and arms; and talk or hear.
  • The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 lbs.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.


The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

  • Duties are performed in an office environment but may also require traveling to other facilities using employee’s personal transportation.
  • The noise level is moderate.
  • The physical exertion is moderate.
  • There are frequent employee/member contacts and interruptions in person and via the telephone during the day.

Sound Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the Credit Union to only the work identified herein. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Sound Credit Union reserves the right to revise or change job duties and responsibilities as the need arises. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A WRITTEN OR IMPLIED CONTRACT FOR EMPLOYMENT.

Posted in NCUA.