Retail Financial Services Trainer II
Global Credit Union
full-time
Posted on:
Location Type: Hybrid
Location: Glendale • California • 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.
- Perform other duties as assigned.
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 protocols
Soft Skills
verbal communicationwritten communicationpublic speakingadaptabilityconstructive feedbackproactive communication
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in Human ResourcesBachelor's degree in Public Relations