Trainer

This Position:

This position is based out of our Ron Hance Operations Center in Rutland, Vermont and assists in training all Heritage Family Credit Union employees. The perfect candidate for this role will support the development and delivery of learning initiatives that increase the capability and expertise of all levels of employees. Responsible for assisting in planning, developing, implementing and tracking new hire onboarding and training activities throughout the Credit Union. Must be able to accommodate a modified schedule at times and travel to other branches to conduct training and assist with running on the MSR line when needed for coverage.

Starting Salary: $20.75 - $22.00/hour

Schedule: Full time. 40+ hours per week Monday - Friday. Ability to work a flexible schedule with occasional evening and weekend hours as needed. Office location is in Rutland, Vermont.

We offer a wide variety of benefits to support the wellbeing of our employees including reasonable and steady work schedules with paid holidays. We are proud of our Values in Action Program, Wellness Initiatives, Growth/Learning Opportunities, 401k, Volunteerism Pay program. We offer a generous benefits package, including health, dental, vision and more, for employees who work 24+ hours per week

Benefits Include:

• Paid time off in addition to paid federal holidays
• Comprehensive medical, dental, and vision benefits starting first of the month following hire date for employees who regularly work 24+ hours a week
• Health Savings Account with discretionary quarterly employer contributions
• 401k match & additional discretionary contribution
• Opportunities for growth and ongoing learning
• 8 hours of volunteer time with an organization important to you
• Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

Who We Need:

We are looking for individuals who have strong communication, problem-solving, and organizational skills. Passion for developing others and high quality standards are ideal qualities to thrive in this role.

Essential Functions and Basic Responsibilities:

• Assist with coordinating, preparing, and conducting new employee onboarding and training programs to staff at all levels of the organization, both in person and via virtual platforms. Delivers new employee, sales and service technique, and product and service training.
• Assists with the identification of additional training needs and design of support materials including audio-visual aids, webinars, computer presentations, manuals, workbooks, and scripts. Maintains training library resources and distributes materials to managers and team members as needed.
• Serves as an expert on the systems and equipment used by retail employees (Symitar/ITC/TCR).
• Responsible for being knowledgeable of, and ensuring that, Service Standards and company Values, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day-to-day performance of job duties.
• Maintain a calendar of employee training events and notify management of those that have not been completed.
• Follow up with trainees and their managers after orientation and training to ensure understanding and application to the job. Develop criteria, measures and track training effectiveness. May assist with researching, design, writing and administering tests to ensure understanding of material trained.
• Collaborate with managers regarding employee performance; develop process for retraining, as needed. Regularly surveys staff and management to identify training needs and/or “gaps”.
• Collaborate with management and employees of all departments to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies to maintain a culture of consistency across the credit union
• Assist management in addressing Credit Union training and development needs. Conducts research and analysis to assess training needs and seek new tools to support organizational objectives and goals.
• Stay abreast of and update training content to ensure accuracy and compliance with HFCU’s procedures and policy changes.
• Answer questions from staff and educate them in the utilization of other available resources for information, including assisting staff in interpreting policies and procedures as they relate to training issues.
• Maintain effective communication and coordination with management. Keep management well informed of training activities and of any significant problems. Complete required reports, records, and other documentation. Attends and participates in trainings, meetings and committees as required.
• Maintain a clean and well-organized work area. Perform miscellaneous requests, respond to email and phone inquiries, file, fax and mail information. Assist other staff as needed.

Required Education and Job Competencies

• Minimum of a High School education, however a Bachelor’s degree in a related Human Resources preferred. Previous Teller experience and/or previous experience in a training function is a plus.

• Excellent computer knowledge and experience with Microsoft 365 required. Experience with financial institution software systems preferred.

• Self-motivated problem solver that is able to think strategically and creatively when developing learning plans and training programs.
• Aptitude to achieve a high level of mastery and confidence working with virtual classroom platforms (i.e.,Teams, Zoom)
• Ability to manage the features of the virtual platform (chat, screen sharing, breakout rooms, whiteboards, etc.) during the session to provide a seamless experience for both the speaker and participants.
• Provide timely instructions and technical support to participants with platform issues.
• Ability to work cooperatively with others to identify, recommend, and implement opportunities for increased efficiency.
• Excellent verbal communication skills with the ability to present training materials to a group as well as one-on one. Ability to instruct and coach others with confidence. Good writing communication skills and ability to prepare written documents are expected as well as excellent phone skills/etiquette and the ability to communicate clearly and effectively.
• Handle all information/documents in a confidential and secure manner. Be aware of surroundings when working with member information and when speaking with members, both in person or over the phone, when discussing or gathering personal and confidential information.
• Must approach changes with optimism and a can-do attitude willing to re-work programs as the needs of the Credit Union and its employees change.
• Good organizational communication and business writing skills to exhibit professionalism and deal effectively with internal and external contacts.
• Conscientious, comfortable with detail, ability to adapt to priorities, strong time management skills and ability prioritize the workday efficiently. Comfortable working under pressure, self motivated and able to work in a team environment.
• Ability to understand and monitor compliance functions and responsibilities assigned within a credit union and the ability to stay current in the changing environment of compliance.

Working Conditions/Environment:

This position requires standing for long periods of time while working in branch on the teller line, or training, but also sitting for long periods of time when working in-office at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as use of the phone. Stretching breaks are recommended to avoid injury.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Heritage Family Credit Union reserves the right to revise or change the essential functions and employment standards as the need arises. This description does not constitute a written or implied contract of employment.