• Job Description

  Req#: 6430
  Overview
  
  

  Compensation: $24.00 - $30.00 hourly based on experience and credentials

  Location Type: Hybrid a flexible work model blending in-office and remote working

  Position Type: Full Time

  Schedule: 8:30 AM - 5:30 PM Monday through Friday

  The Retail Facilitator develops and delivers formal live learning sessions to meet organizational requirements and audience needs for the branch network. This individual displays strong presentation techniques and public speaking skills while utilizing appropriate design principles, adult learning methods and technologies. Key responsibilities include collecting feedback on the effectiveness of training sessions, maintaining training programs, and administering departmental systems.

  
  Responsibilities
  
  

  • Host professional and engaging learning sessions for various audiences
  • Facilitate lectures, interactive activities, on-the-job training, side-by-side training, live simulations, role-playing activities, and shadowing
  • Conduct training onsite and offsite for member advocates and management groups
  • Manage and schedule guest speaker sessions hosted by business unit content owners and 3rd party vendors during class offerings
  • Conduct periodic fieldwork at the branch to incorporate first-hand experience into course curricula
  • Evaluate facilitation skills on a scheduled basis using session surveys, knowledge checks, coaching, feedback, and self-assessments
  • Assess the overall effectiveness of learning sessions and make updates or adjustments to course materials and delivery methods
  • Administer and maintain department systems (LMS) and databases for assigned curriculum
  • Utilize the assigned tracking systems to capture and report relative training data for the department
  • Plan, prepare, and present learning sessions following department standards for proper maintenance, functionality, usability, and quality of all learning presentations
  • Leverage the expectations of the MA Mentorship Program for the monitoring and evaluation of learner performance, retention, and onboarding experience
  • Review and study policies, procedures, technologies and resources including training documentation, Web sites, and multimedia programs
  • Consult with frontline staff and participate in monthly business unit touchpoints to address process updates, changes, and trending errors to streamline branch operations, optimize resource utilization, and ensure compliance with regulatory requirements
  • Implement industry standards and best business practices for the creation of training programs to enhance product knowledge, operational efficiency, and ensure alignment with organization goals
  • Create Facilitator Guides for other training providers within the department, design classroom activities and relevant simulated scenarios for use with learners, and create engaging learning aides (PowerPoint presentations, gamification of material, worksheets, etc.)
  • Champion a culture of exceptional member service by providing guidance and support to branch staff on best practices for delivery, personalized service, and resolving member inquiries and concerns
  • Provide a learning experience that demonstrates all aspects of the credit union mission, vision, core values, and service promises
  • Participate in enterprise projects by offering testing and feedback to the project management team and other stakeholders
  • Address and mitigate procedural gaps identified during class offerings
  • Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

  
  Qualifications
  
  

  • Bachelor’s degree in education, human resources, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)
  • Experience developing, delivering, and facilitating training materials and programs desired
  • Experience with educational platforms and tools, including distance learning training tools, learning management platforms (CMS, LMS), computer based authoring tools, and other technologies required for department objectives desired
  • Ability to design websites, web-based training programs, and online programs
  • Experience with the project management of training programs
  • Proficient knowledge of processes, policies, procedures, and the ability to perform tasks expected of Branch Member Advocate related to the competency/skillset
  • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations.
  • Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
  • Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to explain fact, policies, and practices.
  • Work is closely supervised.

  Benefits

  • Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
  • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
  • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
  • Community Involvement: Paid Volunteer Hours
  • Growth: Degree Assistance up to $5,000 per year

  For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

  Company Overview

  Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
  For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

  
  

  • Bachelor’s degree in education, human resources, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)
  • Experience developing, delivering, and facilitating training materials and programs desired
  • Experience with educational platforms and tools, including distance learning training tools, learning management platforms (CMS, LMS), computer based authoring tools, and other technologies required for department objectives desired
  • Ability to design websites, web-based training programs, and online programs
  • Experience with the project management of training programs
  • Proficient knowledge of processes, policies, procedures, and the ability to perform tasks expected of Branch Member Advocate related to the competency/skillset
  • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations.
  • Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
  • Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to explain fact, policies, and practices.
  • Work is closely supervised.

  Benefits

  • Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
  • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
  • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
  • Community Involvement: Paid Volunteer Hours
  • Growth: Degree Assistance up to $5,000 per year

  For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

  Company Overview

  Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
  For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

  
  

  • Host professional and engaging learning sessions for various audiences
  • Facilitate lectures, interactive activities, on-the-job training, side-by-side training, live simulations, role-playing activities, and shadowing
  • Conduct training onsite and offsite for member advocates and management groups
  • Manage and schedule guest speaker sessions hosted by business unit content owners and 3rd party vendors during class offerings
  • Conduct periodic fieldwork at the branch to incorporate first-hand experience into course curricula
  • Evaluate facilitation skills on a scheduled basis using session surveys, knowledge checks, coaching, feedback, and self-assessments
  • Assess the overall effectiveness of learning sessions and make updates or adjustments to course materials and delivery methods
  • Administer and maintain department systems (LMS) and databases for assigned curriculum
  • Utilize the assigned tracking systems to capture and report relative training data for the department
  • Plan, prepare, and present learning sessions following department standards for proper maintenance, functionality, usability, and quality of all learning presentations
  • Leverage the expectations of the MA Mentorship Program for the monitoring and evaluation of learner performance, retention, and onboarding experience
  • Review and study policies, procedures, technologies and resources including training documentation, Web sites, and multimedia programs
  • Consult with frontline staff and participate in monthly business unit touchpoints to address process updates, changes, and trending errors to streamline branch operations, optimize resource utilization, and ensure compliance with regulatory requirements
  • Implement industry standards and best business practices for the creation of training programs to enhance product knowledge, operational efficiency, and ensure alignment with organization goals
  • Create Facilitator Guides for other training providers within the department, design classroom activities and relevant simulated scenarios for use with learners, and create engaging learning aides (PowerPoint presentations, gamification of material, worksheets, etc.)
  • Champion a culture of exceptional member service by providing guidance and support to branch staff on best practices for delivery, personalized service, and resolving member inquiries and concerns
  • Provide a learning experience that demonstrates all aspects of the credit union mission, vision, core values, and service promises
  • Participate in enterprise projects by offering testing and feedback to the project management team and other stakeholders
  • Address and mitigate procedural gaps identified during class offerings
  • Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

• About the company

  We’re proud to be Florida's largest credit union, and we’re dedicated to serving members as well as the local community.

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