Job Description

Role
The Training Manager is responsible for leading, designing, implementing, and evaluating all employee training and development programs across the credit union. This role supports all departments by ensuring that training initiatives are aligned with organizational goals and contribute to employee growth, service excellence, compliance, and operational efficiency. The Training Manager also manages the training budget, supervises training staff, and ensures consistency and quality in training delivery and outcomes.

Major Duties and Responsibilities

• Training Program Design & Delivery : Recommend and determine instructional methods, including individual training, group instruction, demonstrations, and workshops. Develop or source effective training materials such as manuals, handbooks, visual aids, e-learning modules, and tutorials tailored for adult learners. Utilize diverse learning mediums and methodologies to engage employees and ensure knowledge retention.

• Program Implementation & Evaluation: Lead the rollout of new training programs across departments. Evaluate training effectiveness through assessments, feedback, and performance tracking; implement continuous improvement strategies based on results. Recommend updates or modifications to existing training programs based on organizational needs and effectiveness.

• Resource & Budget Management: Develop, monitor, and manage the annual training budget. Ensure training resources are used efficiently and align with company goals. Evaluate and procure third-party training programs when beneficial to the organization.

• Staff Supervision & Leadership: Supervise training staff including hiring, coaching, performance evaluations, and professional development. Set and manage team workflows, internal controls, and work processes. Handle disciplinary actions, recommend salary adjustments, and contribute to staff career planning and succession development.

• Performance & Compliance Testing: Track trainee progress through tests, observation, and supervisor feedback. Ensure training programs support regulatory compliance and internal policy adherence. Conduct routine analysis of training data to improve organizational performance and employee development.

• Needs Assessment & Strategic Planning: Conduct organization-wide needs assessments to identify training gaps and performance issues. Partner with department leaders to develop training strategies that support business goals and enhance employee capabilities.

• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Skills

Experience

5+ years of experience in training and development, with at least 2 years in a leadership or supervisory role. Experience in the financial services or credit union industry is a plus.

EDUCATION/CERTIFICATIONS/LICENSES
Bachelor's degree in Human Resources, Education, Business, or related field required; Master's degree or professional certification (CPTD, SHRM-CP) preferred.

INTERPERSONAL SKILLS
Excellent presentation, communication, and interpersonal skills. Strong analytical and project management skills. Able to communicate with senior managers, employees, trainers from other companies, outside vendors, and professional training group members both verbally and in writing. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

 

OTHER SKILLS
Can work autonomously.

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