Job Description

Are you looking to work for a fun, fast paced, hardworking, learning setting with great people in a team orientated environment?

If you are interested in helping people achieve their financial goals and making a difference in the lives of others, a credit union is a place for you. Credit unions are a great place to work as we are focused on our mission of "people helping people". Working at a credit union is fun, fulfilling and best of all, we get to make a difference in our members' lives.

At Partnership Financial Credit Union (PFCU) we have a position available that could be a great fit for you. If you have a knack for a fast-paced, get-it-done workplace, a passion for helping people, and enjoy working and collaborating with others, then you should join our team!

When you work for PFCU, you are both an employee and a member of a credit union. This means we care about your well-being just as we do our members, and you'll get to enjoy all the benefits a credit union has to offer too!

Sound enticing? Let me tell you a little bit about PFCU. First, let's talk about what a credit union is and how we are different from a bank. Credit unions are not-for-profit organizations that exist to serve their members. Like banks, credit unions accept deposits, make loans and provide a wide array of other financial products and services. As a member-owned and cooperative institution, a credit union provides a safe and sound place to save and borrow at reasonable rates with your best interest at heart.

With origins dating back to the 1950's, PFCU is a member-owned financial institution with offices in Morton Grove, Barrington, Des Plaines, Evanston, and Franklin Park. We remain dedicated to maintaining close, personable relationships with our members while delivering the best possible products and services. Along with CEO Mary Ann Pusateri' s long tenure of over 35 years, PFCU has many team members with over 20 years of service. Learn more about PFCU at

We strive to help our members achieve their financial goals. Because we're not a bank, we don't drive up profits. Instead, we focus on driving up member satisfaction through our, low loan rates, high deposit rates and low or no fee products and services.

We are looking for a Training & Development Specialist to join our team working in our Morton Grove office!

If you are interested , please see below to read a full description of duties and requirements.

Summary

The Training & Development Specialist is responsible for improving the overall employee effectiveness and performance through the application of individual and group training techniques and programs, consistent with the Credit Union's organizational priorities. This position is responsible for developing and implementing comprehensive training programs for new hires and existing staff, creating engaging training materials across multiple platforms and maintaining all training documentation. The Training & Development Specialist serves as the organization's technical expert and primary resource for all software systems, while collaborating with leadership to identify training needs and measure effectiveness.

The Training & Development Specialist works under the supervision and direction of the Director of Member Experience and has no direct reports. S/he interacts with other members of management to coordinate the training and cross training across all departments within the Credit Union.

Key Responsibilities

1. Coordinates and conducts staff training classes, ensures all required compliance training is completed timely and properly documented.
2. Conducts new employee training sessions and on-the-job training, including use of software and technology; conducts training in marketing techniques. Handles all onboarding of new employees.
3. Develop and deliver MSR, FSR and all front line retail training for teller operations, member service protocols and performance standards encompassing both operations expectations and technical competencies.
4. Provide ongoing education to current staff on newly launched products and services, as well as revisions to policies and procedures.
5. Formulates training outline and determines instructional methods, utilizing individual training, group instructions, demonstrations and workshops. Select and/or develop training aids such as handbooks, visual aids and tutorials.
6. Evaluates and assists in designing training manuals and related materials, training classes, and training procedures.
7. Maintain and regularly update Core Training materials to ensure accuracy and relevance. Design and produce training resources such as FAQ documents for product and service rollouts.
8. Tracks the progress of trainees through routine tests, observation and feedback from supervisors. Evaluates and improves upon the effectiveness of current training.
9. Trains and cross trains department staff on all credit union products as needed.
10. Develop expert-level proficiency in all credit union software systems and serve as the primary resource for staff on system functionality and beset practices.
11. Excellent Leadership skills and a passion for the delivery of service excellence, teaching and inspiring teams to deliver a world class member experience.
12. A champion of the member experience across all user interactions, interfaces, and a focus on delivering simple and seamless digital solutions through omni-channel offerings.
13. Monitors adherence to all policies, regulations, and service level standards. Provides monthly reports encompassing each of these items to the Director of Member Experience.
14. Contribute to the research, planning and implementation of new product offerings. Assists in the development of new products, policies, and technology changes.
15. Ensure proper quality control measures are in place and actively review those activities and results.
16. Ensure that all regulatory changes or additions are implemented in the department on time and that all staff members are properly trained.
17. Performs other duties as required.

Scope

The Training & Development Specialist works under moderate supervision following established guidelines and procedures and exercises independent judgment. This person must be action oriented, self-motivated, and creative while being highly functional.

Essential Skills, Knowledge and Requirements

1. Bachelor's degree, finance or business major preferred. Related field or equivalent job-related experience providing the necessary knowledge, skills, and abilities to successfully perform the responsibilities of the role.
2. Minimum of 3-5 years related experience at a credit union, bank, or other financial institution.
3. Knowledge of training development, procedure creation, customer service principles, and financial services compliance requirements.
4. Prior experience with our core system, CU Answers preferred.
5. Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
6. Strong decision making and time management skills with the ability to manage multiple projects/duties.
7. Results driven, service and goal oriented, self-motivated, and able to work independently.
8. Trustworthy with the ability to maintain highest level of integrity and trust.
9. Proficiency in all Core and Lending applications to include member applications, proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. Ability to work in a multi-application environment.
10. Must be flexible regarding work schedule as evening hours may be necessary at times.
11. Travel required to all PFCU offices locations as the business needs dictate.

Additional Information and Requirements

The Training & Development Specialist performs a major portion of her/his duties through verbal and written communications. It is critical that s/he possess the ability to communicate with clarity, while understanding and explaining complex situations to team members and outside contacts. Accuracy is essential and s/he must possess the ability to proofread documentation and correspondence to insure free of errors and fraud. The person will spend a good portion of the day seated at a workstation, but may also be mobile throughout the credit union for purposes of meetings, working with others, etc. The position requires the ability to move or lift files, boxes and general office equipment if needed. Must be able to Lift up to 15 pounds at times. This position requires travel to all PFCU branch offices and community events.

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