Retail Training Representative

Want to be part of an organization that makes a difference? Come join our team!

P****osition Summary:

The Retail Training Representative develops, reviews, tests, and maintains training resources for Retail Branch and Contact Center employees. Reporting to the Retail Learning and Development Manager, this role requires strong organization, clear written and verbal communication, and proficiency in Retail processes.

Essential Functions:

• Serve as a primary contributor and editor for Retail procedures and related materials. Review incoming requests, respond to assigned cases independently, and organize and maintain master procedures by writing new content, completing routine revisions, and linking related procedures.

• Continuously improve internal process-reviews so they remain the primary self-service resource for Retail procedures. Review Slack support channels and Engageware reports to identify recurring questions and create or update content in accordance with Retail procedure standards.

• Assist the Retail Administration team with archiving unused or outdated procedures, including procedures owned by departments outside Retail. Help determine whether each procedure is still needed and, when a replacement or revision is required, collaborate with the appropriate department to ensure the Retail procedure is accurate and published.

• Collaborate with subject matter experts in other departments to complete required procedural updates and, when applicable, update content. Facilitate regular reviews with Retail subject matter experts to confirm that assigned content is accurate, current, and reviewed on schedule.

• Coordinate annual reviews of all resources with designated department owners to ensure content is accurate, current, and approved. Monitor review completion, follow up on outstanding updates, and support improvements to the usefulness and accessibility of published materials.

• Assist with developing and maintaining the Retail training calendar in collaboration with management, including identifying topics for the upcoming year. Communicate training details to attendees and conduct post-training follow-up to collect feedback and improve future sessions.

• Conduct classroom and one-on-one training sessions for Retail Branch and Contact Center employees to build product knowledge, understanding of policies and procedures, and technical skills. Deliver training through appropriate methods, including web-based learning, video conferencing, and the Credit Union intranet.

• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Stay abreast of industry training opportunities and communicate trainings to the Retail Learning & Development Manager.

• High School Diploma

• Skilled writer and clear communicator

• Proficient in MS Word, Excel, and Adobe Acrobat

• Ability to effectively organize and prioritize assignments

• Retail Banking or Training experience strongly preferred

• Reliable transportation and willingness to travel between all branches within Hampshire, Hampden and Worcester County.

Hours: 25 hours per week; Schedule is flexible, within business needs.

Telecommute Status: Hybrid

Reports to: Retail Learning and Development Manager

Grade 8: Min - $22.84 – Mid: $28.55 – Max: $34.26

Come experience why we have been voted BEST Credit Union in the Valley for 20 straight years!!

This position includes a fully comprehensive benefits package, including: health, dental, vision, flexible spending, life and disability insurance; paid vacation, sick, and personal time; tuition reimbursement; profit sharing and generous 401(k) plan with company match.

UMassFive is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, protected veteran status, or any other protected category under applicable federal, state, and local laws.

UMassFive is a smoke-free facility.

UMassFive FCU requires all current and prospective employees to disclose any personal or familial relationships with those currently employed by the Credit Union. These relationships are defined as: spouse, children, parents, in-laws, aunts, uncles, cousins, brothers and sisters, and their spouses or children. Additionally, any person who lives with a current Credit Union employee and/or shares an ownership interest in any residential real estate property must disclose the relationship.

This position is primarily performed in a professional office environment and may include a hybrid or remote work setting. The role requires the ability to perform essential job functions such as working at a computer for extended periods and moving within the office environment as needed. Job-related requirements may include frequent keyboarding and repetitive use of hands and fingers; the ability to communicate effectively through speaking and hearing; and the ability to operate standard office equipment or specialized equipment for their specific role. Occasional physical activities may include bending, squatting, crawling, climbing, and reaching as well as the ability to lift and/or move objects weighing up to 50 pounds.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.