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.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 functions.
- Strong organizational skills.
- Effective communication skills, both oral and written.
- Working knowledge of MS PowerPoint, MS Excel, MS Access, MS Word, MS Outlook, MS Visio, and a proficient level of technical expertise.
- Ability to multi-task and manage multiple projects simultaneously.
- Outstanding interpersonal skills.
- Ability to work independently, with minimal supervision.
- Experience developing training materials, presentations, participant guides, job aids, and related learning resources.
- Ability to create and revise training content based on business needs, process changes, and regulatory requirements.
Education and/or Experience
- Three years' experience conducting training.
- Five years' experience in a financial institution.
- High School diploma.
- Bachelor's degree in business administration, Human Resources, Psychology, or related field (desired).
- Experience creating, maintaining, and updating training materials and learning resources preferred
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to focus. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- The work environment is primarily located indoors, in an air-conditioned building.
- There will be occasions where travel outside of the building is required.
- The noise level in the work environment is sometimes loud.
- This position requires the ability to stand for prolonged periods of time.
- Amount of manual labor is minimal, and it's limited to functions such as organizing the training center, carrying training materials (e.g. booklets, binders, projectors, etc.).
Tropical Financial Credit Union is an Equal Opportunity Employer committed to providing equal employment opportunities to all qualified individuals including protected veterans and individuals with disabilities.
The Training and Development Specialist will be required to assist in the training evaluation process by developing assessments to identify training needs and conduct testing necessary to measure training effectiveness as well as participant success level. In addition, this position will assist management in ensuring all employees benefit from the usage of a variety of training delivery methods as well as the coordination of the tracking system, which maintains participant and class information and prepares statistical reports to evaluate and monitor training and trainee progress. This position also prepares monthly, quarterly and annual reports, as necessary, related to training developmental targets versus actual results of Credit Union employees.