Job Description
The Operations Training Specialist is responsible for developing and delivering training curriculums for new and existing frontline employees in the Member Experience Representative, Loan Officer, Branch Supervisor, Assistant Branch Manager, and Branch Manager positions. They work closely with all credit union departments to develop course material and receive feedback. They serve as the credit union’s 'go-to' person for questions from staff related to Branch Operations. They must be comfortable presenting to individuals and groups and be open to engaging in professional conversations with others.
A DAY IN THE LIFE OF A OPERATIONS TRAINING SPECIALIST INCLUDES:
• Conduct training for all new frontline employees including Member Experience Representatives, Loan Officers, Branch Supervisors, Assistant Branch Managers, and Branch Managers.
• Confer with Branch Managers and Branch Operations Managers to determine ongoing training needs and schedule training sessions appropriately.
• Design training programs to effectively train all employees on branch operations, cross-selling, products and services, etc.
• Train new frontline employees on products, software, job functions, policies and procedures, credit union standards, member service and communications for effective and accurate processing of member account transactions.
• Conduct training sessions covering specified areas such as on-the-job training, refresher training, etc.
• Proactively review training material and make updates as needed.
• Develop strong relationship with all Credit Union departments to develop course materials and receive feedback.
OPERATIONS TRAINING SPECIALIST SKILLS AND QUALIFICATIONS INCLUDE:
• 3 years of experience in a financial institution and in customer service and training experience with groups and individuals.
• 2-year college degree in Business Administration, Education, Communication, or a related field. Additional experience may be considered in lieu of education.
• Excellent oral, written, and telephone communication skills
• Strong problem-solving, attention to detail, and member service skills
• Proficiency in Microsoft Office products, especially Excel
OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:
• Work Schedule
◦ Monday – Friday
▪ 8:00 am – 5:00 pm
• Travel
◦ Travel is occasionally necessary for this position.
• Work Site Location
◦ All work will be performed at our beautiful Corporate Campus located at 2675 O'Neal Lane Baton Rouge, LA 70816
WHY SHOULD YOU JOIN THE PELICAN TEAM?
Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:
• Medical, Dental, and Vision Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment
Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
