Training and Engagement Specialist jobs in United States
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Champions First Credit Union · 5 hours ago

Training and Engagement Specialist

Champions First Credit Union is seeking a Training and Engagement Specialist to lead and enhance the onboarding and training processes for new employees. This role involves designing training programs, coordinating with department leaders, and managing employee engagement initiatives to ensure team members are well-equipped and motivated.

Financial Services

Responsibilities

Stay up to date on the most current policies, procedures, operating systems, and regulatory compliance requirements to provide accurate information to staff
Coordinate with department leaders to identify training needs and ensure all employees have the necessary skills for their roles
Support the new employee onboarding process, ensuring a smooth and welcoming experience
Develop and deliver training programs, such as Symitar and MeridianLink, for new hires and existing staff
Create and manage professional development plans and career pathing initiatives for employees
Develop and update training materials, guides, job aids, and e-learning content
Track the progress of trainees through routine tests, observation, and feedback from supervisors; evaluate the effectiveness of the current training through assessments, surveys, and feedback
Plan and facilitate employee engagement activities and initiatives to improve overall company morale
Manage and coordinate company-wide events
Coordinate the distribution of cards, gifts, or other recognition for things such as employee birthdays, work anniversaries, etc
Coordinate logistics for training, including calendar invites, reminders, content prep, and follow-up communications
Maintain and update the company’s online photo directory and other internal communication platforms
Produce a monthly team member newsletter
Assist with the coordination of administrative duties and details related to the employee life cycle, from hiring to exiting the company
Maintain a current list of external vendors and services related to training and events
Coordinate with external parties for employee training, recognition, and event needs
Perform other related duties as assigned

Qualification

Financial institution knowledgeRegulatory complianceCore processing systemsTraining program developmentEmployee engagementSymitarMeridianLinkPersonnel developmentSoft skills

Required

Comprehensive banking knowledge
Strong command of financial-institution products and services
Knowledge of regulatory compliance
Familiarity with core processing systems
Experience in lending
Personnel development skills
Ability to design and deliver training for new hires
Experience in leading ongoing education
Ability to stay up to date on current policies, procedures, and regulatory compliance requirements
Coordination skills to identify training needs with department leaders
Support for new employee onboarding process
Development and delivery of training programs such as Symitar and MeridianLink
Creation and management of professional development plans and career pathing initiatives
Development and updating of training materials, guides, job aids, and e-learning content
Tracking progress of trainees through tests, observation, and feedback
Evaluation of training effectiveness through assessments and surveys
Planning and facilitating employee engagement activities
Management and coordination of company-wide events
Coordination of recognition for employee birthdays and work anniversaries
Logistics coordination for training including calendar invites and follow-up communications
Maintenance and updating of the company's online photo directory and internal communication platforms
Production of a monthly team member newsletter
Coordination of administrative duties related to the employee life cycle
Maintenance of a current list of external vendors and services related to training and events
Coordination with external parties for employee training and event needs

Company

Champions First Credit Union

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Champions First Credit Union is a not-for-profit financial cooperative.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase