Experience

UNCLE Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• AVP, Training and Development Manager

  • Aug 2022 - Present

• Senior Trainer

  • Aug 2021 - Aug 2022



Santa Clara County Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Senior Training Specialist

  • Feb 2020 - Aug 2021



Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Senior Training Specialist

  • Jun 2019 - Feb 2020

• Training Specialist

  • Dec 2018 - Jun 2019

  • Designs and develops course, curriculums, development plans, workshops, and presentations using a variety of delivery methods including instructor-led, e-Learning, self-paced, and web/computer based training• Administers and maintains the learning management system (LMS database). Trouble shoots and resolves system issues. • Conduct train-the-trainer sessions to prepare and coach Training Specialist or Subject Matter Experts (SME) to deliver content. • Responsible for implementation of new training programs. Assesses training techniques, evaluates training results, and considers process improvement techniques to suggest meaningful modifications to existing training programs. • Acts as a liaison between requestors and training team. Assess the needs, uncover gaps, and propose channels/action plan for meeting request. Conducts needs assessment studies to determine training programs to be developed and organizational issues to be address. • Participate in development of employee programs and events. Show less



Star One Credit Union

• United States
• Banking
• 100 - 200 Employee

• Training Specialist

  • Dec 2015 - Nov 2018

  • Develops, designs, conducts, coordinates and maintains training programs for all staff levels. • Prepares audit-visual aids, webinars, training manuals, scripts, and workbooks.• Plans, coordinates and directs activities related to training and development.• Conducts new Employee Training and Product & Services training.• Designs and maintains written materials, including product and technical training programs.• Develops criteria to measure and track training effectiveness, both written assessments and simulated activities.• Works closely with all departments to ensure employees receive necessary training to perform department functions.• Conducts reporting of training for all staff through Learning Management System (LMS) Show less

• Contact Center Representative

  • Jan 2013 - Dec 2015

  • Provides assistance to members and regarding their account(s), loan(s), and/ or credit union products• Process member requests via phone, email, and Online Banking requests• Effectively explains Credit Union policies, procedures, and compliance regulations• Provides assistance to members regarding BillPay, Online Banking, and technical issues • Train new employees on call center policies and procedures• Effectively cross sell credit union products and services



Technology Credit Union (Tech CU)

• Banking
• 200 - 300 Employee

• Retail Banking Support Specialist

  • Nov 2011 - Dec 2012

  • Interface in person, writing, and by phone to internal and external clients, members, partners, and vendors• Schedule and maintain calendar of events for Consultants, SVP, VP, and AVPs• Maintain preparation and distribution of memos, presentations, monthly reports, and monthly news bulletins• Monitor inventory and ordering of supplies• Maintain and update the Policies and Procedures as needed for MOD• Inspect, update, analyze, and maintain ATMs at Member Companies• Host onsite events if needed• Maintain and assemble marketing material to promote business development efforts• Prepare and assemble packets for a variety of events• Schedule and arranges interviews • Planning and coordinates events Show less

• Contact Center Representative

  • Jun 2005 - Nov 2011

  • Provide support and assistance to existing members, potential members, and other parties via telephone and/or e-mail• Process all service requests as requested by members• Effectively explain/cross-sell current marketing campaigns and promotional offers• Effectively explains Credit Union policies, procedures, and compliance regulations• Provide training to new and existing employees