At Maui County FCU, learning is more than training - it’s how we care for our people and ensure we’re always showing up strong for our members. The Training and Development Specialist plays a key role in supporting our team by creating meaningful, engaging learning experiences that help employees grow, succeed, and serve our community with confidence.

In this role, you’ll plan, develop, and deliver training programs across the credit union, working closely with teams to understand their needs and design learning solutions that are practical, clear, and effective. You’ll create and maintain a variety of training materials, such as presentations, manuals, workbooks, scripts, and audio-visual resources, to support both new and ongoing learning.

You’ll also review and enhance existing training programs, looking for opportunities to improve, simplify, and strengthen how we learn and work together. By analyzing operational processes and user needs, you’ll help organize and refine standard operating procedures, ensuring clarity, consistency, and efficiency across the credit union.

If you’re passionate about helping others learn, enjoy turning complex information into clear guidance, and want to make a meaningful impact in a collaborative, community-focused environment, we’d love to hear from you.

We are offering a $1000 signing bonus for all full time employees.

POSITION PURPOSE

Responsible for planning, developing, implementing, and conducting training activities throughout the credit union. Identifies training needs and designs and maintains support materials including audio-visual aids, computer presentations, manuals, workbooks, and scripts. Evaluates and enhances existing training programs and makes recommendations for improvement. This position reviews, analyzes and evaluates business processes and user needs to improve/organize standard operating procedures and to ensure consistency throughout the credit union.

NATURE AND SCOPE

This position requires excellent human relations and the ability to train and assist others. Professionalism and excellent communications skills are vital to the successful execution of this position as well as a thorough understanding of training systems, media, and materials.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Develop and implement effective training policies, procedures, and programs.

a. Assists Senior Management in developing short and long-term training plans to meet Credit Union training and development needs.

b. Assists Department Managers with employee development.

c. Research, develop, implement, and deliver training programs for credit union employees that comply with federal regulations and conform to the credit union’s policies and procedures.

d. Develop and maintain continual education support materials that will be used as reference once training has been completed (Standard Operating Procedures).

e. Conduct foundational employee training and other applicable training.

f. Coordinates and conducts core system training (new products and services, modules, updates, etc.…)

g. Develops training modules for non-management positions and maintains a tracking system for all employee training and provide quarterly and year-end reports.

h. Specializes in the internal training of credit union products/services.

i. Assist employees with problems concerning “how to” perform specific tasks related to their position.

j. Make suggestions on improving work procedures.

k. Prepares training and development budget.

l. Stays abreast of current trends and technology in the training field.

m. Responsible for maintaining and keeping the knowledge base system up to date.

2. Effective and efficient completion of Training functions.

a. Ensures that Credit Union personnel are well trained and effective in their respective positions. Ensures that employee orientation, on-the-job training programs, and in-service activities are effective and appropriate.

b. Conduct periodic operation audits to ensure compliance with current policies and procedures.

c. Coordinates, schedules, and directs training activities.

d. Ensures that training functions are completed in accordance with established programs and procedures.

e. Performs and assists with training functions as required.

3. Ensure that professional business relations exist with members, volunteers, vendors, and trade professionals.

a. Represents the Credit Union in contacts with consultants and trade professionals.

b. Conducts every aspect of this position, involving interpersonal relations, in line with the concept that all personnel, staff, shareholders and visitors are afforded full and equal treatment in all matters without regard to race, creed, color, sex, sexual orientation, age, national origin, lawful political affiliation, physical handicap or marital status.

c. Ensures that requests, questions, and problems are courteously and professionally resolved. Ensures that communications are efficient and effective.

d. Ensures that the Credit Union's professional reputation is maintained both internally and externally.

e. Periodically serves on various credit union committees (i.e. Safety, Social Events, etc.)

4. Establish and maintain effective communication and coordination with Credit Union personnel and with Management.

a. Assists and informs departments and branches as needed.

b. Keeps Senior Management informed of training activities and of any significant problems.

c. Completes required reports, records, and other documentation.

d. Attends and participates in meetings and committees as required.

5. Related duties as required or assigned.

a. Writes and prepares training articles.

b. Stays current on training programs and procedures.

c. Pursues a program of:

i. Self-development.

ii. Utilizing such training and education as may be required by the credit union:

• in connection with this position;

• for career development.

d. Ensures that work areas are clean, secure, and well maintained.

e. Assumes other duties as assigned.

MAJOR CHALLENGES

1. Identifying Credit Union training needs.

2. Developing a Training Program and creating Standard Procedures ensuring consistency throughout the Credit Union.

3. Ensuring that employees are able to meet both the technical and interpersonal demands of their respective positions.

4. Ensuring that the library of Training Resources is well developed and maintained.

PERFORMANCE MEASUREMENTS

1. Training goals are established and executed to effectively meet the needs of personnel at all levels of the Credit Union. Staff is knowledgeable and competent in respective job functions. Training needs are effectively identified.

2. Training resources are well-developed, functional, and easily accessible.

3. Training activities are well-coordinated and scheduled with individual departments. Support is provided as required.

4. Training procedures are regularly reviewed and modified as needed. New training systems and resources are developed and implemented as needed.

5. Professional business relations exist with members and external trade contacts.

6. Management is appropriately informed of area activities and of any significant concerns.

QUALIFICATIONS

Education/Certification: Bachelor’s degree or equivalent experience in organizational communication or organizational development.

Required Knowledge: Ability to learn and apply learned skills

Understanding of job functions and operations at all levels of the Credit Union.

Thorough knowledge of teller and member service operations

Knowledge of training systems and resources.

Knowledge of Microsoft Word, Excel, and PowerPoint programs required.

Experience Required: At least one year experience as a senior teller or equivalent

Training experience preferred.

Loan experience preferred.

Skills/Abilities: Strong leadership and supervisory skills.

Ability to plan, develop, and implement training programs.

Well organized.

Ability to communicate clearly both orally and in writing with members, peer, and managers

Ability to effectively present information orally and in writing to top management, small groups, and employees.

Able to meet deadlines.

Ability to mentor and work cooperatively with all types of people.

Ability to handle confidential information professionally, maintaining the privacy of the employee and member

Ability to work independently and in a group situation which encourages a team environment

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking: Must have effective interpersonal communication skills, both written and verbal

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength: Sedentary work; sitting most of the time. May lift and/or move up to 25 lbs. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

LOCATION: Able to travel to any branch as needed.

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and make sound decisions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Requires alertness, concentration, and attention to detail

Requires the use of good judgement when dealing with difficult or uncomfortable situations

Mathematics Ability: Knowledge of basic math skills.

Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

ability to clearly document policies, procedures, and instructions that conform to prescribed style and format.

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

Ability to conduct training, communicate at panel discussions and to make professional presentations.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.