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Prospera Credit Union (Wisconsin) · 1 week ago

Branch Operations Trainer

Appleton, WI

Full-time

Onsite

Senior Level

5+ years exp

Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. They are seeking a Branch Operations Trainer responsible for designing and delivering comprehensive training programs for new Branch Operations Representatives and existing team members.

BankingFinanceFinancial Services

Responsibilities

Conduct classroom and on-the-job training for new Branch Operations staff and existing Branch Operations job family team members, including interactive sessions, workshops, and seminars

Create instructional guides, interactive exercises, presentations, videos, and supplementary materials such as technical guides, tutorials, FAQs, and training decks

Identify key training topics, create scalable materials (Including webinars) and adjust teaching methods to match varied experience levels. Stay informed about software advancements and incorporate updates

Assist participants with questions and technical challenges, offer continuous support, and evaluate training effectiveness through assessments and feedback. Adjust methods and materials as needed

Work with various Branch leaders to understand training needs, incorporate relevant information, and build repeatable processes to streamline the creation and delivery of training materials

Other duties as developed and assigned

Qualification

Training program designBranch Operations experienceMicrosoft Office proficiencyCredit union knowledgeWebinar hostingContent creationTechnical training toolsCommunication skillsOrganizational skillsTime-management skills

Required

Bachelor's degree in Education, Business, or a related field or equivalent related technical experience as a lead Branch Operations Representative, Assistant Branch Manager, etc

Minimum of 5 years of experience in Branch Operations role

Experience in training, and/or providing periodic on the job support

Strong communication and presentation skills

Strong organizational and time-management abilities

Ability to learn training software and tools

Ability to simplify complex teller operations information and present it in an engaging manner

Proficient in using Microsoft Office tools; experience with content creation

Strong written and verbal communication skills, with the ability to connect with audiences of varying technical backgrounds

Comfortable hosting webinars, and developing supplemental materials like guides, FAQs, and documentation

Familiarity with credit union operations and Branch Operations protocols

Strong foundation in Prospera's Core systems (Symitar)

Passionate about teaching and capable of explaining complex technical topics to diverse audiences

Proactive and detail-oriented, with the ability to identify areas (via survey feedback) where training will have the most impact and refining training to address those needs