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Employee Development Specialist (Branch Services)

Organizational Development | San Francisco, CA | Full Time

Job Description

POSITION:                             Employee Development Specialist (Branch Services)

DEPARTMENT:                    Organizational Development
REPORTS TO:                      TBD

FLSA STATUS:                     Non-Exempt



Develops and delivers systems, procedures, new accounts, products, and member advocacy-based training for Branch Services employees. Facilitates training that assists staff in working with members to develop sound financial strategies to meet all their financial goals


 All employees of San Francisco Federal Credit Union (SFFedCU) are proactive, results driven and fully committed to the Credit Union’s mission and vision by striving to achieve the highest standards of excellence and consistently exceeding the expectations of member, team and community experiences. They are also enthusiastic and willing ambassadors of the Credit Union through participation in Community Share projects and initiatives.


  • Designs, develops, implements and delivers comprehensive teller and new accounts training programs. Reviews and updates course materials on a regular basis to ensure accuracy, timeliness and relevance.

  • Delivers product knowledge and operations training to support the achievement and maintenance of the highest level of quality service in branches.

  • Responsible for the instructional design process and training delivery of assigned training projects, including developing training materials.

  • Conducts needs assessments to identify gaps in training effectiveness that directly influence the goals of the credit union.

  • Partners with key stakeholders to integrate, support, and reinforce operations coaching programs.

  • Develops learning competencies and uses methods such as observations, assessments and credit union results to evaluate and measure program effectiveness and consistency.

  • Facilitates effective skill training for staff using a variety of delivery methods including face-to-face, online self-study, on-the-job and virtual instructor led training.

  • Facilitates other training programs, as needed, including new hire onboarding, policies and procedures, systems, compliance, lending, and Sales & Service.

  • Performs other duties and responsibilities as assigned.




  • Advanced verbal and written communication skills.

  • Ability to develop materials and facilitate effective training sessions that deepen member relationships.

  • Knowledge of and the ability to apply adult learning principles in designing and delivering training programs.

  • Working knowledge of instructional design frameworks (ADDIE).

  • Advanced skills with MS Office Products, particularly Word, Excel, Outlook and PowerPoint

  • Ability to lead groups of people, set expectations, create learning goals and objectives and coach others

  • Sound understanding of Credit Union products, services, policies, procedures and government regulations

  • Demonstrate core competency of credit union computer programs/systems

  • Ability to work independently and motivate others to achieve goals.

  • Ability to successfully tailor communications according to the audience.

  • Detailed oriented and maintains confidentiality at all times.

  • Working knowledge of project management principles.

  • Provides the highest level of service to internal and external clients.

  • Promotes teamwork and a corporative effort among employees.

  • Excellent time management, task prioritization, organization and planning skills





  • BA/BS in Education, Training, Business or related field.

  • A minimum of three years previous experience in training and development; or minimum of five years of education and experience with a financial institution in a Member Experience/Branch Role



Work hours may be scheduled Monday through Saturday.


EEO statement

SFFedCU does not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition including genetic characteristics, veteran or military status, sexual orientation, gender expression, any persons holding an undocumented “AB” 60” driver’s license, or any other characteristic protected by law. This provision also includes the perception that anyone has any of the above characteristics, or is associated with a person who has or is perceived as having any one of these characteristics. All such discrimination is unlawful.


DISCLAIMER* This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. All employees are to maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers, and management.