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This is a new position within the credit union where you will be responsible for developing, implementing and conducting an on-going training program that ensure employees have the skills and knowledge to work effectively toward achieving the credit union’s member service goals and strategic objectives.


  1. Develop and implement training programs for staff in all areas of the credit union, primarily focused on member facing branch and call center positions. Training programs should focus on both technical skills and soft skills such as listening and advising to ensure members are able to take advantage of all products and services that will improve their financial well-being.
  2. Create, update and maintain course curriculum, training manuals and programs utilizing a variety of training methodologies, techniques, concepts, learning tools, and practices to ensure maximum effectiveness of training programs. Curriculum should be designed to allow both classroom training and e-learning. Design and administer tests as applicable to ensure understanding of course material.
  3. Create and maintain a positive and professional learning environment. Motivate trainees through effective training methodologies both in group and individual classroom settings.
  4. Coordinate the new employee onboarding process and conduct new employee training.
  5. Follow up with trainees and/or their managers as applicable to ensure understanding/proper application of lessons. Support department and branch managers in their continuous on-the-job training process. Provide additional training where needed.
  6. Create an annual training schedule that aligns with the Credit Union’s strategic vision and incorporates input from supervisors, member feedback, employee surveys and other appropriate sources.
  7. Track the progress of trainees through routine tests, observation, and feedback from supervisors; and evaluate the effectiveness of current training programs. Monitor post training evaluations continually measuring the effectiveness, accuracy and relevancy of all training programs updating as needed.
  8. Work closely with various departments to ensure employees receive appropriate training on Advantage Financial policies and federal regulations.
  9. Maintain training records for employees along with employee MLO and notary public records.
  10. Assist with new product and services development from a training perspective.

EDUCATION/CERTIFICATION: High School Diploma plus commensurate experience. Bachelors’ degree preferred.


-Knowledge of financial services and products.

-Understanding of all Branch operations and functions.

-Knowledge of legal and regulatory requirements.

EXPERIENCE REQUIRED: Three years of experience in a teaching/training environment.


-Excellent communication skills with a professional, energetic demeanor.

-Ability to listen effectively and adapt teaching style to various ways of Learning.

-Excellent organizational, time-management and problems solving skills

-Ability to generate a positive learning environment.

-Proficient in Microsoft Word, Excel and Power Point and various video meeting platforms such as Zoom, GoToWebinar, Teams, etc.

-Periodic travel to branch locations and to outside training seminars and conferences. Travel expectation 70%-80%. (Approx 50% in DC. 50% outside of DC).

Please submit resume' AND cover letter to [email protected]