TRAINING AND DEVELOPMENT MANAGER

Overall Job Purpose

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization.

As a Manager at Sandia Area, you are responsible for leading your team to achieve departmental goals while ensuring alignment with the organization’s mission, vision, and values. Your role involves driving team performance, fostering professional development, and overseeing efficient operations that directly impact member satisfaction and organizational success. Through your leadership, you model accountability, collaboration, and a commitment to sustained growth and excellence.

Reporting directly to the Director of Training and Development, the Training and Development Manager is responsible for effectively managing the development and growth of all Sandia Area Federal Credit Union employees. This position will assess training priorities and effectively implement methods to enhance employee performance and help create an environment where employee growth is fostered. The Training and Development Manager will on a consistent basis track and evaluate the effectiveness of existing employee training programs and make adjustments when necessary to remain current with company changes.

Duties and responsibilities

Leadership & Team Management

• Lead by example, reinforce, and consistently uphold Sandia Area’s Values: Service, Sustainability, Efficiency, Trust, Stewardship, and Growth.

• Provide leadership, coaching, and mentorship to employees, fostering a positive and high-performing team environment while ensuring alignment with organizational goals and priorities.

• Responsible for day-to-day operations, establishing strategies, and monitoring progress to ensure alignment with departmental and organizational objectives.

• Optimize resource allocation, including personnel {schedules, tasks, projects}, budget, and resources, to maximize effectiveness while controlling costs.

• Monitor performance expectations, provide regular feedback and coaching, and conduct performance evaluations to ensure goal achievement, member satisfaction, and regulatory compliance.

• Responsible for the recruitment, interviewing, and hiring process, ensuring candidates align with Sandia Area’s mission, values, and service culture.

• Oversee onboarding, training, and continuous development of employees to support professional growth and high team engagement.

Department Operational Support

• Identifies training needs through gap analysis and needs assessments to determine training programs to be developed and organizational issues to be addressed in conjunction with Human Resources and management input.

• Designs curriculum and determines instructional methods; creates quality training materials, including guides and visual aids. Considers a variety of learning mediums and instructional methods appropriate for adult learners to ensure training is productive and successful.

• Effectively manage training staff and department resource needs. Coach, develop and guide the training department to support Credit Union goals.

• Delivers professional, high-quality, engaging training staff at all levels in response to training needs identified, both instructor led and in-the-field formats.

• Guide on-the-job learning process for all departments by establishing standards, expectations, and oversight practices to ensure consistent employee and member experience by regularly checking in with department leaders.

• Assesses training techniques, evaluates training results, and considers process improvement techniques to modify existing training programs to better develop staff according to Credit Union needs.

• Maintains an active employee presence to answer training related questions, educate on utilization of available resources, and ensure all training content is current and relevant.

• Model continuous innovative learning mindset; actively pursue individual and team development opportunities.

• Keeps abreast of all current department operational policies and procedures that affect the training curriculum; updates training programs, manuals and guides as business needs, products, or policies and procedures change.

Reporting & Analytics

• Develops measurements for the effectiveness of training delivered and regularly report those metrics to senior management.

• Maintains accurate and complete records of training activities to support the measurement of metrics.

• Develop and administer the learning management system needs for the Credit Union.

• Actively participate and provide feedback on new implementations.

• Provide comprehensive data when requested for all completed employee training.

Expectations of all Sandia Area employees

• Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities.

• Represent the credit union with professionalism, integrity, and ethical conduct at all times.

• Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines.

• Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.

• Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy.

• Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions.

• Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.

• Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization.

• Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.

• Willing to undergo background and credit checks as required by federal and state regulations.

• Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES

1. Ability to develop, design, conduct, coordinate, maintain, evaluate and measure effectiveness of training programs for employees.
2. Thorough knowledge of adult training methodologies delivery methods.
3. Working knowledge and understanding of National Credit Union Administration (NCUA) and credit union operations and lending regulations, policies, and procedures.
4. Very knowledgeable regarding products, services, and processes within the Credit Union.
5. Excellent organizational and time management skills.
6. Meets deadlines with minimal supervision.
7. Ability to plan, develop and coordinate multiple assignments simultaneously.
8. Effective presentation skills and public speaking ability.
9. Ability to anticipate and proactively address training needs of the Credit Union.
10. Ability to stand for extended periods of time to conduct training.
11. At ease selling credit union products and services and motivating employees to sell.
12. Self-starter, able to work with minimal supervision.
13. Computer proficiency with Microsoft Office, including Word, Excel, and PowerPoint.
14. Must be able to lift up to 10 lbs.

EDUCATION AND EXPERIENCE REQUIREMENTS

1. Bachelors degree in education, adult education, or related field. Professional experience in lieu of a Bachelors degree accepted.
2. Five years financial institution experience preferred, or five years of applicable experience leading a training department in a comparable industry.
3. General knowledge of credit union branch operations preferred.
4. Industry training certification preferred