Training and Development Coordinator

 

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Primary Functions:

Plans, designs, organizes, and delivers training for Credit Union’s management, employees and volunteers.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Training Functions:

• Provides direction to the Credit Union’s management, employees and volunteers training and development function.
• Evaluates organizational objectives, develops and delivers training and development programs that anticipate CreditUnion needs, and prepares the staff for upcoming changes.
• Develops and delivers new hire orientation program in the areas of: security; CU philosophy; CU differences; in-house training and computer training programs; products and services; and member services and sales skills.
• Presents periodic training sessions on member services, sales, safety, procedures and the computer system.
• Coordinates with the marketing department in providing timely in-house training on marketing promotions prior toimplementations.
• Develops training schedules for management, staff and volunteers. Training could be of an in-house nature, hiringexternal experts, or the use of outside conferences or seminars.
• Coordinates with external agencies in providing training opportunities such as the Hawaii Credit Union League, BigIsland Credit Union Managers Association, Hawaii Employer Council, Workforce Development and others.
• Maintains all in-house resources for training. Resources could include staff members, books, pamphlets, CDs, DVDs,computer programs, and other materials.
• Ensures maximum utilization of training room, training materials, and equipment.
• Administers tests and retains records of testing that measure the effectiveness of staff learning.
• Maintains records of training planned and completed for all volunteers and staff.
• Provides supervisors with training records to be used for performance appraisal review.
• Provides monthly training report to the President.
• Along with Human Resources Manager, develops training budget and annual tactical plan.
• Along with Training Specialist, updates Products and Services Handbook and Operations Manual.
• Develops appropriate delivery vehicles and visual design media for training development programs that maximizetrainee comprehension.
• Participates and provides input in Operations, Loan, and Service Excellence committee meetings.
• Assists in planning and coordinating the annual Employee Joint Conference.
• Along with the Marketing and Human Resources Departments, promotes financial education for youth by providingtraining to Student Credit Union program participants.

MISCELLANEOUS FUNCTIONS:

• Responsible for at least semi-annual performance appraisals supervised personnel.
• Submits recommendations of salary adjustments, incentive bonuses, position changes, disciplinary actions, and dismissals of supervised personnel for approval by the Human Resources Manager.
• Coordinates work schedules and vacation schedules for personnel he or she supervises.
• Provides guidance and training to department personnel, as required.
• Completes the required Bank Secrecy Act (BSA) training and implements and complies with the BSA policy and procedures.
• As a member of the staff, answers incoming phone calls, assists members as the need arises, and performs other duties as assigned.
• Assists other co-workers when needed.
• Promotes all CU products personally and through staff.
• Other duties may be assigned.

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 mental, physical, knowledge, education and/or experience required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

MENTAL REQUIREMENTS:

• Is able to understand rules, interpret regulations, policies, concepts and implement these while ensuring regulatory compliance
• Is able to handle projects by prioritizing and meeting deadlines.
• Is able to apply sound decision-making principles, logical thinking, objective problem-solving skills, concentration and attention to details.
• Is able to work independently and creatively.
• Is able to work well with others.
• Is able to work under stressful and pressure-filled situations.
• Is able to apply basic mathematic skills.
• Is able to keep abreast of all regulatory which affect the training program.

PHYSICAL REQUIREMENTS:

• Is able to show up to work as scheduled.
• Is able to occasionally lift, carry, push, and pull items weighing up to 20 pounds.
• Is able to operate 10-key by touch and type 30-40 wpm accurately.
• Is able to occasionally reach, or climb a ladder to reach upper shelving.
• Is able to sit for extended periods of time.
• Is be able to communicate clearly in person or over the phone and/or in writing.
• Is able to move around the office on surfaces primarily of carpet.
• Is available for occasional business travel, including land and air travel.
• Is able to establish effective working relationships with management, staff and other organizations.
• Is able to utilize a variety of media such as TV, VCR, overhead projector, etc.

OTHER REQUIREMENTS:

• May be required to use his/her personal car to perform credit union business.
• May be required to work at different branches.
• May be required to work beyond the normal business hours, including weekends.
• May be required to attend seminars or classes to increase job skills.
• Must be bondable and have a clear credit rating.
• Must be able to speak to groups of people.

EDUCATION AND/OR EXPERIENCE:

• High school graduate / GED equivalent with three (3) years of previous training experience, including training presentations, and designing training guides preferred; or
• Business school graduate of an accredited community college with two (2) years of previous training experience, including training presentations, and designing training guides preferred.
• Knowledge of computer system (IBM or IBM compatible) and proficient on PC word processing programs and other software programs (Windows preferred).

WORKING CONDITIONS:

• Work is primarily inside an air-conditioned, well-lighted office setting, and high humidity.
• Must be able to work alone and with others.
• Moderate noise level.
• Frequent public contact.
• Potential exposure to the threat of violence at any time.

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