Credit Union:

Clarity Credit Union






Contact: Cindy Hodges
Phone: (208) 318-0445

Job Description:

Job description

Trainer Role:

To improve overall employee effectiveness, performance and growth through the application of individual and group training techniques and programs, consistent with the Credit Union’s mission, values, strategic goals and culture.

Essential Functions & Responsibilities:
Plans and conducts new employee orientation sessions and on-going training programs that support the growth and direction of employees and members, including use of computers and software; knowledge of compliance and regulations; conducts training in marketing and sales techniques, soft-skills and service training, and refresher and upgrading training.

Develops learning content in collaboration with subject matter experts (SME’s) and project team members during the early phases of project planning. Represents management objectives in a positive, influential manner. Ensure learning programs are delivered utilizing best adult learning principles, working with SME’s to ensure accuracy of content.

Evaluate outsourced programs and/or vendors to augment training internally. Formulates training outline and determines instructional methods, utilizing individual training, group instructions, demonstrations, and workshops; selects or develops training aids such as handbooks, visual aids, job aides, tutorials or other resources needed to support learning methodologies. Maintains credit union Policy Manuals, Core Processes and other referenced material.

Tracks the progress of trainees through routine tests, observation, and feedback from supervisors; evaluates the effectiveness of the current training. Works with Managers to create training and development plans for employees.

Maintains an in-depth, up-to-date knowledge of all credit union policies and procedures, rules and regulations, products and services and marketing trends and practices.

Completes required reports and documents; attends meetings as required.

Performs other job related duties as required.

Performance Measurements:
1. To carry out assigned responsibilities according to established department standards.

2. To meet all training objectives and goals established for the year including insuring that required compliance courses are completed by every employee.

3. To maintain a basic understanding of Credit Union products, services, policies and procedures, as well an understanding of the Credit Union’s mission.

4. To complete reports and records accurately and in a timely manner.

5. To relate any problems in training effectiveness to the supervisor, making recommendations to resolve them.

6. To provide informed, professional and accurate service and support to all members and associates.

Knowledge and Skills:
Experience – Three years to five years of similar or related experience.

Education – (1) A bachelor’s degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor’s degree (e.g. corporate trainer certified (CTC) in lieu of a degree).

Interpersonal Skills – Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills – 1. Must possess excellent communication skills.
2. Must be able to operate related computer software and business equipment including 10-key, telephone, slide, film, overhead projector, and other related training aids.
3. Professionalism in appearance, dress, and attitude is a must.