Retail Financial Services Trainer II
Global Credit Union
full-time
Posted on:
Location Type: Office
Location: Anchorage • Alaska • United States
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Salary
💰 $69,557 - $112,677 per year
About the role
- Facilitate training events that support performance goals for sales and service, to ensure successful experiences for members and employees.
- Facilitate job-specific training (operational procedures, system navigation, member interaction protocols, etc.) for new and existing member-contact employees, primarily through a virtual medium (Microsoft Teams).
- Teach sales skill courses, including needs discovery conversations, product positioning, recommending solutions, and consultative frameworks.
- Adapt facilitation style to accommodate different learning preferences, experience levels, and performance needs.
- Evaluate learner progress and provide constructive feedback to support confidence and skill growth.
- Proactively communicate with RFS Training leadership and learner leadership regarding learner progress.
- Prepare reports summarizing training outcomes, learner performance, and areas requiring follow up.
- Assist with logistics for classes, including scheduling, materials preparation, room setup, and technology coordination.
- Assist in review of training effectiveness metrics to identify strengths and gaps in current training.
- Maintain a thorough knowledge of best practices in credit union services throughout Branch Administration, Member Service Center and Operations.
Requirements
- Bachelor's degree in Business Administration, Human Resources, Public Relations or related field
- A combination of at least two years experience in branch operations, training facilitation, performance consulting, or similar coaching/training position.
- Excellent verbal and written communication skills including public speaking.
- Knowledge of sales motivation and management techniques preferred.
- Knowledge of adult learning theory and workplace performance methodology required.
- Financial services experience and direct sales supervision or training of financial products preferred.
- Must be able to use own vehicle to travel to local branches and operations centers for observation.
- Must be able to lift up to 50 pounds unassisted.
Benefits
- Short-term and long-term incentives
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Tuition Reimbursement
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
training facilitationperformance consultingsales skill coursesadult learning theoryworkplace performance methodologyreport preparationtraining effectiveness metricssystem navigationmember interaction protocolsconsultative frameworks
Soft Skills
verbal communicationwritten communicationpublic speakingadaptabilityconstructive feedbackproactive communicationorganizational skillslogistics coordinationevaluation skillsinterpersonal skills