Senior Branch Administration Training Specialist
Jeanne D'Arc Credit Union, Lowell, MA, United States
Senior Branch Administration Training Specialist
At Jeanne D’Arc Credit Union, we don’t just offer jobs—we build careers. With competitive pay, outstanding benefits, a supportive team environment, and endless growth opportunities, you’ll have everything you need to thrive. We take pride in our team, who go above and beyond to deliver exceptional service and smart financial solutions to our members. If you’re looking for a rewarding role where you can make a difference in helping people and giving back to the community, we’d love to have you on board.
As the Senior Branch Administration Training Specialist, you’ll work under the leadership of the VP Branch Administration to lead the strategy, design, execution, and continuous improvement of branch training programs across the Credit Union. This position serves as the primary subject‑matter expert and enterprise training authority for branch operations, ensuring consistent execution of operational standards, regulatory compliance, and exceptional member service across all locations.
Essential Functions & Responsibilities
Independently lead the full lifecycle of branch training strategy, including needs assessment, instructional design, facilitation, evaluation, and continuous improvement.
Design and conduct advanced new‑hire training programs that ensure mastery of products, services, systems, regulatory requirements, and job‑specific competencies.
Own and continuously enhance branch training standards and materials, keeping content current, accurate, compliant, and reflective of evolving regulations, systems, and operational practices.
Partner with Human Resources to manage and optimize learning platforms (BVS, CUNA Training Bundle, Sales CU, ScreenSteps, and other tools).
Collaborate with peers and leaders across the Credit Union and participate in department or organization-level projects.
Evaluate training effectiveness and employee readiness through formal assessments, observation, and performance metrics; deliver actionable feedback and recommendations.
Act as a senior subject‑matter expert by periodically assuming the role of Senior Member Service Representative or other frontline functions as directed.
Provide mentorship and guidance to branch leaders and peers on training best practices, coaching techniques, and operational consistency.
Perform other job-related duties as assigned.
Knowledge, Skills & Experience
Five (5) or more years of progressive retail banking experience required, with expertise in branch operations, products, compliance, and member service.
Prior experience designing and delivering training programs, coaching employees, or serving in a senior operational or leadership role is strongly preferred.
Bachelor's degree required or equivalent combination of education and experience.
Demonstrated ability to operate independently with sound judgment and minimal supervision.
Proven ability to influence, advise, and partner with leaders at all levels of the organization.
Exceptional written and verbal communication skills and confident facilitation in both in‑person and virtual environments.
Ability to present complex information clearly and adapt to diverse learning styles.
High degree of professionalism, discretion, diplomacy, and confidentiality.
Bilingual in English and Spanish is a plus.
Advanced proficiency in Microsoft Office and business applications; ability to learn core systems and related branch software.
Strong organizational, analytical, and time‑management skills.
Practical instructional design expertise strongly preferred.
Ability to read, analyze, and interpret federal and state regulations, business documents, and technical procedures.
Writing reports, business correspondence, and procedure manuals.
Mathematical ability to calculate amounts and figures such as fractions, percentages, ratios, and proportions.
Physical ability to stand, sit, walk, reach, and lift up to 25 lbs. regularly.
Your contributions will help our members achieve their financial goals while advancing your career in a dynamic and supportive environment. Are you ready to grow with us? Apply today!
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At Jeanne D’Arc Credit Union, we don’t just offer jobs—we build careers. With competitive pay, outstanding benefits, a supportive team environment, and endless growth opportunities, you’ll have everything you need to thrive. We take pride in our team, who go above and beyond to deliver exceptional service and smart financial solutions to our members. If you’re looking for a rewarding role where you can make a difference in helping people and giving back to the community, we’d love to have you on board.
As the Senior Branch Administration Training Specialist, you’ll work under the leadership of the VP Branch Administration to lead the strategy, design, execution, and continuous improvement of branch training programs across the Credit Union. This position serves as the primary subject‑matter expert and enterprise training authority for branch operations, ensuring consistent execution of operational standards, regulatory compliance, and exceptional member service across all locations.
Essential Functions & Responsibilities
Independently lead the full lifecycle of branch training strategy, including needs assessment, instructional design, facilitation, evaluation, and continuous improvement.
Design and conduct advanced new‑hire training programs that ensure mastery of products, services, systems, regulatory requirements, and job‑specific competencies.
Own and continuously enhance branch training standards and materials, keeping content current, accurate, compliant, and reflective of evolving regulations, systems, and operational practices.
Partner with Human Resources to manage and optimize learning platforms (BVS, CUNA Training Bundle, Sales CU, ScreenSteps, and other tools).
Collaborate with peers and leaders across the Credit Union and participate in department or organization-level projects.
Evaluate training effectiveness and employee readiness through formal assessments, observation, and performance metrics; deliver actionable feedback and recommendations.
Act as a senior subject‑matter expert by periodically assuming the role of Senior Member Service Representative or other frontline functions as directed.
Provide mentorship and guidance to branch leaders and peers on training best practices, coaching techniques, and operational consistency.
Perform other job-related duties as assigned.
Knowledge, Skills & Experience
Five (5) or more years of progressive retail banking experience required, with expertise in branch operations, products, compliance, and member service.
Prior experience designing and delivering training programs, coaching employees, or serving in a senior operational or leadership role is strongly preferred.
Bachelor's degree required or equivalent combination of education and experience.
Demonstrated ability to operate independently with sound judgment and minimal supervision.
Proven ability to influence, advise, and partner with leaders at all levels of the organization.
Exceptional written and verbal communication skills and confident facilitation in both in‑person and virtual environments.
Ability to present complex information clearly and adapt to diverse learning styles.
High degree of professionalism, discretion, diplomacy, and confidentiality.
Bilingual in English and Spanish is a plus.
Advanced proficiency in Microsoft Office and business applications; ability to learn core systems and related branch software.
Strong organizational, analytical, and time‑management skills.
Practical instructional design expertise strongly preferred.
Ability to read, analyze, and interpret federal and state regulations, business documents, and technical procedures.
Writing reports, business correspondence, and procedure manuals.
Mathematical ability to calculate amounts and figures such as fractions, percentages, ratios, and proportions.
Physical ability to stand, sit, walk, reach, and lift up to 25 lbs. regularly.
Your contributions will help our members achieve their financial goals while advancing your career in a dynamic and supportive environment. Are you ready to grow with us? Apply today!
#J-18808-Ljbffr