Posted: 7/7/25
The role of the Operations Training Specialist is to perform all functions related to training frontline employees. This includes developing and delivering new employee and ongoing training curriculum for employees in the Teller, Member Services Representative, Branch Specialist, Assistant Branch Manager, and Branch Manager positions. The Operations Training Specialist works closely with all credit union departments to develop course materials and receive feedback. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. They must be comfortable engaging in professional and productive conversation with others and presenting in a group or individual setting. Meeting deadlines and attention to detail are critical pieces of this position. Our Operations Training Specialist must embody Pelican’s Core Values and be knowledgeable of Pelican’s products/services, lending processes, and rules/regulations which govern the Credit Union.
A Day in the Life of an operations training specialist INCLUDES:
- Conducting training for all new frontline employees including Tellers, MSRs, Branch Specialists, Assistant Branch Managers, and Branch Managers.
- Conferring with Branch Managers and Branch Operations Managers to determine ongoing training needs and schedule training sessions appropriately.
- Designing training programs to effectively train all employees on branch operations, cross-selling, products and services, etc.
- Conducting evaluations upon the completion of each training session to identify strengths and/or areas of needed improvement.
- Supporting and mentoring new employees initially and ongoing as needed.
Operations Training specialist Skills and qualifications includes:
- 2-year college degree in Business Administration, Education, Communication, or a related field. Additional experience may be considered in lieu of meeting education requirements.
- 3 years of experience in a financial institution and in customer service and training experience with groups and individuals.
- Excellent oral, written, and telephone communication skills.
- Able to operate related computer software and business equipment.
Other things you may want to know about this position:
Work Schedule
- Monday – Friday
- 8:00 am – 5:00 pm
Travel
- Ability to travel within the state of Louisiana as needed.
Work Environment
- Work will be performed in an indoor office setting and/or classroom at our beautiful Corporate Campus located at 2675 O’Neal Lane in Baton Rouge, LA.
Why should you join the pelican team?
Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We’ve since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:
- Medical, Dental, and Vision Insurances with generous employer premium contributions
- Health Savings Account with employer contributions for eligible employees
- Employer-Paid Group Life Insurance
- Voluntary Dependent Life Insurance
- Paid Vacation & Sick Leave
- 15 Paid Holidays, including a Cultural Floating Holiday
- 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
- Paid Time Off to volunteer with approved non-profits and charities
Pelican State Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
Interested applicants can find all available openings at: Job Search – Career Portal (dayforcehcm.com)