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Coastal Federal Credit Union - Raleigh, NC

posted 4 days ago

Full-time
Raleigh, NC
Credit Intermediation and Related Activities

About the position

As a Training & Development Specialist, you will teach others the knowledge and skills they'll need to be successful in their roles as members of the Coastal team. Expect to help others learn about credit union topics such as member service and related systems, lending, account opening and maintenance, product knowledge, role-specific systems, credit union orientation, and technical skills. You will also work with managers to review training needs, updates, suggestions, and feedback.

Responsibilities

  • Support increased levels of employee engagement and competency through delivering training of systems, applications, financial service knowledge, Coastal products, member conversations, and other trainings as required.
  • Assist in the coordination of logistics associated with training delivery including scheduling, follow-up, and reporting.
  • Use adult learning principles, variety of delivery modes, and proven facilitation methods to assess learner needs and adjust teaching accordingly.
  • Use a variety of types of assessment, before, during, and after classes, to identify areas of need for support and adjust teaching where necessary.
  • Analyze data from partner departments to identify potential gaps and recommend training solutions.
  • Work with leadership of partner departments to provide on-the-spot training during follow-up visits and conversations.
  • Observe learners in their work environment post-class to assess knowledge retention and if objectives have been met.
  • Follow-up with OTJ coaches to make sure learner meets performance expectations and to address performance gaps.
  • Work with team members and partner departments to provide input and updates to training materials.
  • Integrate information from company projects and organizational changes.
  • Analyze and recommend appropriate training solutions for continuous learning opportunities for employees interacting with members.

Requirements

  • Three years of experience with training, coaching, or facilitation in a financial services or professional environment.

Nice-to-haves

  • Learning content development experience.
  • Classroom facilitation experience.
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