Sales Training Specialist

4 months ago
Employment Information

La Capitol's culture is rooted deep in our core values. We commit ourselves to giving outstanding service. We believe that it is an honor and a privilege to serve our members and we pride ourselves in making them our top priority.

Our mission is to improve the financial wellbeing of our members! This is our focus and passion. However, this passion cannot be sustained without employing the best people around. Companies like to talk about their talent, but at La Capitol Federal Credit Union, we like to demonstrate our passion in the way we do our jobs. Simply put, we expect the best and look for the best from our employees. Purpose, drive and yes, passion; they are all here. If you are looking for that kind of energy and vision, we are always looking for great people!

At La Capitol FCU we don’t just offer our employees a job, we offer career opportunities. Do you want to be the newest member of our team? Apply now if so!

The Sales Training Specialist will coach and train staff to help maximize our overall sales performance. The Sales Training Specialist will assist in mentoring staff in regards to sales, designing individual and team training courses and preparing educational material. The Sales Training Specialist will help our staff develop their skills in sales and achieve their overall sales goals. The Sales Training Specialist will teach, motivate, coach, and develop all staff within the Credit Union on all items necessary to comply with sales and training.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

1. Improve, create, and execute Sales training programs in accordance with the strategic objectives of the Credit Union to ensure that ongoing development of all employees reflects strategic priorities.

  • Assess training and coaching needs through surveys, interviews, focus groups, and communication with managers.

3. Formulate training outline, determine instructional methods, select or develop training aids such as handbooks, visual aids, tutorials, and videos.

4. Track and report on the progress of trainees through tests, surveys, observation, and feedback from managers.

  • Maintain the Credit Union’s intranet and knowledge base to assist employees in their performance, learning, and overall engagement.
  • Support existing programs and make modifications as necessary for continuous quality improvements of processes and quality of service.
  • Ensure learning solutions are designed to increase competence and performance.
  • Provide guidance and interpret policies and goals related to the Credit Union’s employee development programs.
  • Assist with various projects within the organization.

10. Engage in continuous learning to maintain an adequate level of knowledge in all areas of responsibility.

11. Maintain a positive, effective working relationship with management, peers, and other staff.

12. Identify, research, and recommend policy, procedure, and process improvements.

  • Maintain confidentiality of all aspects of the credit union and of all sensitive information.
  • Assist our Sales Team with Vendor Coordination.
  • Backup to Training Coordinator.

16. Collaborates with the staff through the process of improving their ability to educate members and potential members about the benefits of the credit union’s products and services, with the goal of lifting staff’s sales skills to an agreed upon standard and to achieve goal.

  • Reports on the progress of all sales efforts and provides measurements on a regular basis.

18. Understands compliance issues and attends training as they relate to credit union services including but not limited to: Bank Secrecy Act, Reg P and Patriot Act

Education and/or Experience:

  • HS diploma and two years of training experience with a sales background is required.
  • 2+ years’ experience in a financial institution is a plus.
  • Additional training certification is a plus.
  • Bachelor’s degree in Education, Human Resources or relevant field is preferred.
  • Proven work experience as a Training Coordinator, Trainer, Training Facilitator or similar role

Required Skills/Abilities:

  • Hands-on experience coordinating multiple training events in a corporate setting
  • Adequate knowledge of learning management systems and web delivery tools
  • Proven ability to complete full training cycle (assess needs, plan, develop, coordinate, monitor and evaluate)
  • Strong PC skills, including Word, Excel, PowerPoint, and the ability to learn new applications
  • Advanced organizational skills with the ability to handle multiple assignments
  • Strong communication skills

Computer Skills:

· Intermediate knowledge of MS Office: Excel, Word and PowerPoint.

· Must have advance knowledge of Outlook Calendar, Task and Email functions.

· Adequate knowledge of learning management systems and web delivery tools

· Must be able to conduct training virtually using tools such as MaxUC, Zoom and/or Microsoft Teams

· Able to learn Keystone and lending software

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No nights
  • No weekends

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial Institution: 2 years (Preferred)
  • Sales Coaching: 2 years (Preferred)
  • Training & development: 2 years (Preferred)

Ability to Relocate:

  • Baton Rouge, LA 70802: Relocate before starting work (Required)

Work Location: In person

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