Patelco Credit Union

  • Learning Specialist (Trainer)

    Job Locations US-CA-Pleasanton
    Req No.
    Human Resources/Training
    Regular Full-Time
  • Overview

    Conducts instructor led training (ILT) and Virtual ILT (VILT) and other educational interventions.  The role includes responsibility for regular maintenance of new and existing core training programs. It also includes consistently working with various areas of the assigned business unit ensuring a consistent knowledge of credit union culture, practices, processes, products, and service expectations.  Assists in evaluating the effectiveness of training programs and employee performance.    Maintains training library resources and distributes materials to managers and team members as needed.    Provides support in the planning and implementation of large events and meetings.  Can assists with basic administration of LMS and the Learning and Development Inbox.  Assists with miscellaneous assignments as needed.


    Highly organized, self- driven with a strong overall understanding around how the various lines of business operate. Possess a strong member service and service excellence orientation, the ability to effectively collaborate with stakeholders, and to think creatively, while maintaining a solid reviews from participants on effectiveness of their classroom facilitation.


    • Provides training for new hires in retail functions, with emphasis in branch systems. MSP, MPP, Branch Suite, Lending 360 and Loan training, Operations, Procedure and Product Knowledge training and Service & Solutions training
    • Provides facilitation or support to other initiatives as they are introduced. CML Sales Strategies, Service Strategies, Call Center Strategies, FiCEP, etc.
    • Administer tests and assessments to ensure understanding of material trained
    • Conducts post training reviews and assessments with trainees and their managers to ensure understanding and application to the job
    • Collaborates with Managers regarding trainee performance; develops process for continuing education , as needed
    • Collaborates with Instructional Designer to research, design, develop, review and update training materials reflecting Patelco’s latest procedures and policies
    • Answers questions from Team Members and educates them in the utilization of other available resources for information, such as MyGPS, MyPATELCO and intranet
    • Serves as an expert on systems, such as Spectrum – Summit - Branch Suite, Lending 360 and MSP/MPP.
    • Stays current and acts as a subject matter expert for policies, procedures, and processes
    • Assists IT in the development and testing of new programs and products/services
    • Takes responsibility for individual career development and training and seeks opportunities to learn new skills
    • Assumes responsibility for establishing and maintaining effective communication and coordination with management.
    • Completes and processes files , rosters required reports, records, and other documentation
    • Attends and participates in meetings and committees as required
    • Regular and predictable attendance is an essential function of this job
    • Other duties as assigned


    Minimum Qualifications

    • Bachelor’s degree in relevant field or equivalent experience required.
    • Minimum of 1 to 3 years of relevant experience
    • Experience within financial industry preferred
    • Eagerness to work in collaboration in fast moving/changing environment
    • Proficiency in Word, Excel, PowerPoint, Publisher, and Windows sufficient to create and maintain training materials.
    • Basic understanding of Cornerstone’s learning platform is desirable.

    Competencies Required

    • Must possess excellent organizational and time management skills
    • Able to meet deadlines with minimal supervision
    • Ability to plan, develop and coordinate multiple assignments simultaneously
    • Ability to research, analyze and propose solutions for multi-faceted problems
    • Strong communication skills
    • Detail orientation
    • Flexible and available to interact with employees at all levels.
    • Manage multiple priorities
    • Self-starter that is motivated and demonstrates initiative to meet business/department needs

    Physical Activities/Requirements

    • Travel is occasionally required to remote sites and/or conferences


    Patelco Credit Union is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status or disability.






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