4 days old

Training Officer I

San Diego County Credit Union
San Diego, California 92121
  • Job Code
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift, Overtime

Position Summary

The position of Training Officer I is established to conduct training programs to ensure that employees can perform competently and professionally in the operational, sales, and member service aspects of their positions.  Maintain quality service standards set by the organization.

Essential Duties and Responsibilities

  • Plan and conduct the assigned training programs for all employees, including new branch personnel.
  • Evaluate trainees' performance during the training program; provide coaching when appropriate and escalate as needed.
  • Monitor MSR trainees during the subsequent on-the-job training period; provide remedial training when required.
  • Identify and make recommendations to improve or update training programs.
  • Responsible for updating training manuals, materials, and policy/procedural changes as instructed.
  • Develop semi-annual security training for branch personnel.
  • Conduct and/or participate in scheduled training programs at off-site locations.
  • Perform administrative duties as assigned to support the functions of the training department, such as awards and sales incentives, certification programs, training materials and supplies.
  • Assist in the development and instruction of technical, operational, service, or sales programs.
  • Assume temporary supervisory responsibility during the duration of a training class due to the trainer/trainee relationship.
  • Participate in compliance training as assigned.  Adhere to credit union policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Operations procedures.


  • Minimum two years of classroom-based training experience or two years of SDCCU experience to include operations, sales, and customer service. Financial institution experience is highly desirable.
  • Minimum two years college course work that includes training, education, communications; or one year equivalent work experience.
  • College level math and analytical skills.
  • Background to include public speaking.
  • Effective interaction, oral and written communication skills.
  • Working knowledge of personal computers with basic level MS Office competencies. Exposure to Credit Union software desirable.
  • Ability to travel to off-site training sessions.
  • Located in San Diego


Posted: 2019-08-14 Expires: 2019-09-13

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Training Officer I

San Diego County Credit Union
San Diego, California 92121

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