Essential Duties and Responsibilities
The essential duties and responsibilities include the following. Other duties may be assigned.
Provide training that meets the Service Standards defined by Tropical Financial Credit Union as measured by multiple surveys; annual goals are established through the Performance Management Process.Coordinates with Subject Matter Experts (SMEs) in the design, development, delivery and evaluation of a variety of training courses and materials. Reviews and researches information to develop, update, and revise training materials, presentations, job aids, and training resources.Provides guidance to the SME, if necessary, in the development of procedural manuals and provides classroom instruction based on those procedures.Develop and update training materials, participant guides, job aids, reference documents, presentations, and other learning resources to support organizational training initiatives.Collaborate with SMEs to create, revise, and maintain training content that reflects current policies, procedures, products, systems, and operational requirements.Assist with the design and development of instructor-led, virtual, and self-paced training programs to meet departmental and organizational learning needs.Develop training exercises, assessments, quizzes, and related materials to support knowledge retention and measure participant understanding.Assist management in ensuring all employees benefit from the usage of the tracking system, which maintains participant and class information and prepares statistical reports to evaluate and monitor training and trainee progress. Prepares statistical reports, as necessary, to evaluate and monitor training and the progress of trainees.Accepts registration for internal and external training programs and sends confirmation of authorization for external programs in accordance with Human Resources Department standards and operating procedures.Prepare monthly, quarterly and annual status reports, as required.Maintains course catalogs and training schedule and calendar on intranet.Orders and maintains training supplies.Assists SMEs with curriculum design and suggests improvements.Assist with assessing training needs through surveys, interviews with employees, focus groups, or consultation with managers, instructors, or customer representatives.Attend meetings or seminars to obtain information for use in training programs or to inform management of training program status.Plan, organize, or direct orientation and training programs for employees.Assist with developing alternative training methods if expected improvements are not seen.Evaluate modes of training delivery, such as in-person or virtual, to optimize training effectiveness, training costs, or environmental impacts.Evaluate training materials prepared by instructors, such as outlines, text, or handouts.Keep up with developments in area of expertise by reading current journals, books, or magazine articles.Monitor, evaluate, or record training activities.Obtain, organize, or develop training procedure manuals, guides, or course materials, such as handouts or visual materials.Offer specific training programs to help workers maintain or improve job skills.Present information using a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures.Schedule classes based on availability of classrooms, equipment, or instructors.Performs additional duties as required by management with or without accommodation.
BSA Compliance
Every employee is required to uphold the credit union's compliance with the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
