Member Sales Support - Sr. Relationship Development Specialist - Onsite - Nuvision Federal Credit Union

The Sr.Relationship Development Specialistpartners with member facing business units to determine training needs specific to the business unit; takes lead in evaluating, recommending, developing and deliveringappropriate programs that will support positive business unit outcomes as well as organizational member centric strategies.  This position brings value to the organization by contributing to a culture of learning through training solutions and strategies that will result in knowledgeable team members that are positively positioned to achieve desired business results (KPIs).  The Sr.Relationship Development Specialistprovides guidance and support to the RDS role and together are responsible for various training and development programs.  

Responsibilities:

• Leads and responsible for ongoing support provided to branches, including visits to various branches ensuring all areas of operations procedures and policies are adhered to. Regularly assesses outcomes of knowledge and skill checks of previously trained employees to ensure transfer of classroom learning's to the work place environment is occurring at determined performance standard. Works with RDSs to identify trends and determine additional branch operations training needs. 
• Leads and is responsible for recommendations and the creation and design of branch operations and sales training programs.  Facilitates training of new employee on-boarding processes, including Conversations Matter, sales & service, procedural/operational, compliance, and product knowledge training for Front line personnel, as directed Department Manager.   
• Develop evaluation methods, administer, score, and evaluate training test results for the purpose of assessing attendees’ ability and determining efficacy of training format, delivery, and content.  Analyze data regarding pre and post test scores as well as sales & performance data and communicate outcomes and recommendations to department management. 
• Responsible for recommendations, design, development and delivery of training content to specifically meet the operational challenges of the member facing employee as it relates to availability and access to training.  A broad spectrum of training delivery utilizing on-demand, web, mobile based as well as instructor led training modalities will be implemented.  Review, evaluate and modify training programs as needed. 
• Assists with the enrollment process, advertise course offerings, schedule rooms and participants, and  copy, print and assemble training materials for the effective delivery of Training sponsored &/or outsourced training and development programs. 
• Ensures tracking and training records are maintained for the purpose of recording attendance, test results, and completion of training and development courses.  Follow-up with managers and employees to reschedule attendance and/or follow-up classes.   
• Maintain system of recording course evaluations for the purpose of revising and improving training and development coursework. 
• Responsible for scheduling, reporting, resolving escalated issues, staff development, schedule adherence, and projects as assigned. 
• Represents the Credit Union in a positive and professional manner. 
• Stays up to date on all policies, procedures & products.  Ensures all training lessons & materials are compliant. 
• Maintains member and other sensitive information with confidentiality. 
• Treats all co-workers and members with respect. 
• Other related duties as assigned. 

Qualifications:

• 5+ year’s progressive operations experience in the financial services industry including retail sales and service experience. 
• Strong prior background in front line equivalent sales position and prior experience leading a sales team. 
• 3 years experience designing and delivering training as well as leading, coaching and developing others 
• Thorough knowledge of financial products and services, compliance and regulatory requirements. 
• Working knowledge of ADDIE Principles 
• Strong working knowledge of adult learning techniques/methods  
• Working knowledge of database applications. 
• Strong interpersonal skills for educating, relating to all levels of staff and development and coaching.  
• Ability to quickly learn various systems, apply and effectively train various audiences utilizing different delivery channels. 
• Must be able to multi-task with demonstrated ability to coordinate, manage and guide multiple priorities and projects simultaneously and effectively through to completion. 
• Ability to analyze data, identify trends and recommend workable solutions relative to member service development and training needs 
• High proficiency in Microsoft Office applications (Word, Excel, PowerPoint, and Outlook) and Credit Union operating system.  
• Demonstrated ability to develop and design curriculum.  
• Excellent verbal and written communication skills, problem solving skills, organizational skills, and attention to detail. Needs to be motivational and able to work without direct supervision. Demonstrated ability to lead and influence increased performance results. 
• Must be able to effectively build business partnerships and communicate effectively with members, management, team members and other external parties. Ability to interface with people in a positive manner.  
• Customer service and Sales skills.  
• Prior experience leading a sales team or financial services branch. 
• Knowledge of Instructional Design Principles 
• Regular Travel Required 
• Demonstrated ability to represent the Credit Union in a professional and positive manner. 

Education:

• NMLS registration 
• Equivalent to a Bachelor’s degree in a relevant field such as Business, Communication, or Education 
• Demonstrated ability to represent the Credit Union in a professional and positive manner. 
• Certification in Captivate or Articulate authoring preferred

Pay scale by applicable geographic location:

• Southern California:  $71,281.60 - $106,922.40

The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.

Benefits:

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement