Job Summary

The Technical Trainer is responsible for delivering engaging and effective training programs for customers and internal teams on our core banking software solutions for credit unions. This role plays a key part in driving successful client onboarding, product adoption, and overall user proficiency.

Supervisory Responsibilities:

None

Duties/ Responsibilities:

● Deliver technical training sessions through live webinars, in-person workshops, and self-paced eLearning formats for both customers and internal team members.

● Partner with Product and Implementation teams to stay current on system updates, new features, and enhancements.

● Lead customer training initiatives during onboarding and implementation, providing hands-on guidance and support to ensure a successful transition.

● Track, analyze, and report on training effectiveness and adoption metrics (e.g., completion rates, knowledge retention, user satisfaction).

● Provide ongoing coaching and support to customers and internal users to reinforce learning and promote best practices.

● Develop, maintain, and continuously improve training materials, documentation, and assessments.

● Troubleshoot technical issues encountered during training sessions and provide timely resolutions or escalate as needed.

● Support internal training efforts to ensure employees are knowledgeable and aligned on product functionality.

● Perform other related duties as assigned.

Required Skills/ Abilities:

● Strong technical expertise in relevant systems, tools, or technologies, with the ability to demonstrate real-world applications

● Proven ability to design and deliver effective training programs, both in-person and virtual

● Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear, concise manner

● Skilled in instructional design, including developing training materials such as manuals, presentations, and hands-on exercises

● Ability to engage diverse audiences and adapt training methods to different learning styles and skill levels

● Strong presentation and public speaking skills with confidence in leading group sessions

● Proficiency in learning management systems (LMS) and digital training tools (e.g., Zoom, Microsoft Teams, e-learning platforms)

● Ability to assess training effectiveness and provide constructive feedback to learners

● Excellent organizational and time management skills, with the ability to manage multiple training sessions and priorities

● Strong problem-solving skills, including the ability to troubleshoot technical issues during training

● High level of patience, adaptability, and interpersonal skills when working with learners of varying abilities

● Commitment to continuous learning and staying current with industry trends and technologies.

● Proficient with Google Workspace or similar tools.

Education and Experience:

● Bachelor’s degree in Education, Business, IT, or related field.

● Two or more years of proven experience working with core banking systems and a strong background in financial services, particularly within credit union or banking environments.

● Two or more years of experience delivering technical training in a SaaS or financial services setting, with the ability to translate complex system concepts into clear, user-friendly instruction.

Physical Requirements

● Prolonged periods sitting at a desk and working on a computer.

● Must be able to lift up to 15 pounds at times.

● Ability to travel up to 10% as needed.

What We Offer

• Company-paid medical, dental, and vision insurance for employees

• Company-paid life and AD&D insurance

• Company-paid short- and long-term disability

• 401(k) retirement plan

• Flexible Spending Accounts (FSA)/ Dependent Care Spending Account (DCSA)

• Unlimited PTO

• Employee Assistance Program (EAP)

• Voluntary supplemental insurance options