Training Specialist - Retail

WHAT YOU'LL DO

This position supports organizational effectiveness through the design, delivery, and continuous improvement of employee training programs. The Training Specialist is responsible for developing and facilitating foundational and role-based training using multiple delivery methods, ensuring content accuracy and alignment with current policies, procedures, systems, and organizational priorities.

This role evaluates learner progress through defined assessments, communicates training outcomes and readiness to stakeholders, and provides post-training support as needed. The Training Specialist also contributes to organizational initiatives by supporting training needs related to new systems, products, and process changes, including participation in testing and implementation efforts.

WHAT YOU'LL BRING

Availability to work 40 hours per week Monday through Friday between the hours of 8:30am – 5:00pm at our Burnsville Administrative Office location; exempt. In addition: Bachelor’s Degree, preferably in Organizational Development, Human Resources, Finance or similar.

Education

may be substituted for two years broad-based financial services experience including leadership aptitude. Demonstrated knowledge of financial literacy; lending knowledge and experience preferred. Excellent internal/external member service skills. Strong computer skills, with a proficiency in Microsoft Office Suite. Previous experience with applications such as Zoom and Microsoft Teams, preferred.

A professional and friendly appearance and demeanor. Ability to exercise confidentially and discretionary judgment. Excellent presentation and coaching skills. Ability to negotiate, facilitate and plan multiple projects under tight deadlines. Excellent verbal and written communication skills and the ability to problem solve.

Ability to be well-organized, efficient, detail orientated and able to work independently and as a member of a team. Ability to maintain a high level of professionalism while working under pressure. Ability to manage change effectively. Maintains awareness of enterprise compliance requirements, including Bank Secrecy Act (BSA/AML) obligations, and follows internal policies and escalation protocols as applicable.

Ability to pass a pre-employment drug test and various background checks. Regular and reliable attendance at the workplace. WHO WE ARE: Tru. Stone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, Tru.

Stone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 24 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

WHAT WE OFFER

The salary range for this position is $54,000 to $68,000 per year. In addition, we offer: Competitive pay and incentive programs for all positions. Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan. Affordable dental and vision insurance coverage.

Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy. 10+ paid holidays each year. Up to 16 hours of paid time annually to volunteer for organizations you are passionate about. 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.

Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account. Employer-paid Short Term and Long Term Disability benefits. Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).

Career development opportunities – including our STEP job shadow program, Tru. Stone Academy certification courses, Mentorship Program and more. Special employee discounts when you join Tru. Stone Financial as a credit union member. Employee activities, events, discounts, and many other great benefits and perks! Tru. Stone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.