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Training and Onboarding Specialist

3 months ago


Norwich, United States Coreplus Federal Credit Union Full time

Description:
Job Title: Training and Onboarding Specialist

Department: Human Resources & Training

Reports To: Training Supervisor

FLSA Status: Non-Exempt

Prepared: May 3, 2024

Grade: 8 (20.57-30.86)

Location: Onsite
- Norwich, CT (350 Main location. 202 Training Center)

Summary:
The Training and Onboarding Specialist will be responsible for the training of all new hires to CorePlus Credit Union, as well as onboarding each new employee through their first 90-days on the job. Additionally, the Training and Onboarding Specialist will serve as both primary and back-up trainer for a variety of courses offered to CPCU employees. This position will work closely with the Training Supervisor to evaluate the effectiveness of training, ensure that procedures are followed, and promote a welcoming and positive new hire experience to all internal and external trainees. Further, this position will be responsible for the ongoing management of annual compliance training requirements, product and services training, and the ongoing development of new programs and initiatives that promote a culture of growth and positivity.

Essential Duties and Responsibilities:

- Conducts new employee onboarding and new hire training program to include in-person, virtual and on-the-job training.
- Works closely with the Training Supervisor to create consistent and actionable follow up plans for a new hires first 90-days on the job.
- Updates department managers on the status of new hires and where they are in the onboarding process on a recurring basis.
- Works with BSA Officer, Director, Compliance, and CIO to schedule necessary training for new hires.
- Trains retail and call center staff in document scanning procedures.
- Trains new Call Center employees in online banking administration, i-messaging, video banking and loan payment platforms.
- Assumes the role of primary trainer and / or back-up trainer for courses routinely offered to CPCU employees.
- Collaborates with the Training Supervisor on new and existing course content, as well as offers suggestions for new learning opportunities.
- Acts as an administrator of CPCU’s online learning platform, to include the assignment and monitoring of annual compliance training.
- Identifies gaps that new hires may be facing in their first 90-days on the job and offers solutions to reduce turnover.
- Creates, organizes, plans, and presents various forms of onboarding, orientation, and skills training for employees.
- Maintain records of training and development activities, attendance, results of tests and assessments, and retraining requirements.
- Stays abreast of credit union processes and procedures as it relates to the core system, operations, and products and services.
- Occasionally assists Training Supervisor in the development of new course content and program research.
- Takes on additional training, research, and facilitation activities as deemed appropriate by the Training Supervisor.

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.

**Requirements**:
Qualifications:

- High School Diploma or equivalent required; college degree in Communications, Rhetoric, or similar field preferred.
- Two years of credit union or banking experience preferred.
- One year of training or facilitation experience preferred.
- Experience utilizing COCC and LMS systems such as BAI preferred.
- Proficiency in Microsoft Office Suite, Zoom, and other related program software required.
- Ability to work both independently and as a team and have strong presentation skills.
- Ability to manage shifting priorities and adhere to deadlines.
- High degree of accuracy and attention to detail required.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand and walk. 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 adjust focus.

WORK ENVIRONMENT

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