Experience

Altier Credit Union

• Financial Services
• 1 - 100 Employee

• Training Specialist

  • Jun 2014 - Nov 2016



TTA (The Training Associates)

• United States
• Professional Training and Coaching
• 100 - 200 Employee

• Training Specialist

  • Jan 2011 - Aug 2012

  Systems Trainer at a national financial firm during a conversion. Responsible for training on proprietary systems as well as Microsoft products and other business applications. Lead trainer in a branch experiencing conversion. Oversaw up to three trainers at a time. Conduct classroom, desk side and virtual training on proprietary software with a focus on branch sales force, support staff and management.



Desert Financial Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Trainer

  • Sep 2006 - Dec 2010

  Facilitation of technical, sales, and soft skills training in both classroom and virtual environments. Used role-play, simulations, team exercises, group discussions, videos and lectures to instruct participants in a variety of ways. Assessed training needs through surveys, interviews with employees, focus groups and consultation with managers. Organized training for 20-30 new employees bi-weekly. Conducted one-on-one tutoring sessions for new employees. Manage and process… Show more Facilitation of technical, sales, and soft skills training in both classroom and virtual environments. Used role-play, simulations, team exercises, group discussions, videos and lectures to instruct participants in a variety of ways. Assessed training needs through surveys, interviews with employees, focus groups and consultation with managers. Organized training for 20-30 new employees bi-weekly. Conducted one-on-one tutoring sessions for new employees. Manage and process reports for Quality Assurance. Omega certified in sales training.

• Member Assistance Representative

  • Sep 2002 - Sep 2006

  Assisted credit union members via phone and email with their personal and business accounts. Assistance included processing transactions, quoting payoff requests, and cross-selling credit union product and services. Mentor to department and new hires. Worked from home as an Online Technical Representative. Continually met high quality standards and sales goals. Researched corrections and provided explanations to members.