Retail Education Liaison I (Finance)
Company Description
Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.
Job Description
This position is responsible for supporting service center employees focused in the areas of technology, procedures, sales, and service best practices. The Retail Education Liaison I will provide this support in a variety of modes which include formal classroom training (including virtual facilitation), facilitating morning meetings at service centers, and on-the-job mentoring of employees. This position is responsible for coordinating with LCE and service center leadership and other stakeholders to carry out employee programs to ensure employees acquire the knowledge and skills to perform job functions effectively and meet high standards of member service.
Essential Functions
- Service Center Support: Work in collaboration with the leadership of assigned service centers to develop and facilitate content and activities designed to train on technology, procedures, sales, and member service in the service center. This includes morning meetings, virtual and in-person training, and service center visits focused on coaching and mentoring frontline staff. Work in collaboration with the leadership of assigned service centers to provide mentoring to service center staff on technology, sales, and service best practices, with guidance from service center leadership. Work with Retail leadership and other stakeholders to identify Ent best practices for technology, sales, and service in order to provide consistent messaging and support to individual service centers, with guidance from service center leadership.
- Preparations to facilitate classroom content, including review and study of the content and activities. Facilitation, including virtual facilitation, of formal classroom curriculum to a high standard.
- Interdepartmental Collaboration: Working collaboratively with Retail leadership, Workforce Belonging partners, and extended Learning, Culture, & Engagement staff.
- Travel: In order to provide on-the-job support for service centers, this role is responsible for traveling to multiple service centers on a weekly basis as well as regional work sites such as headquarters in Colorado Springs and the Northern Operations Center in Denver. The position may be based out of HQ or the NOC or specifically assigned service centers.
- General Administrative Work: In order to support the main responsibilities of this role, some time will be spent attending meetings, communicating with peers and stakeholders, and accomplishing other administrative tasks.
- Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
Minimum Formal Qualifications for this Position
- Associate's Degree in Finance, in Communications, Teaching (especially Adult Education or Workforce Education), Training and Development, Instructional Design, Human Resource Development, Organizational Leadership, and Business Administration.
- 2+ years' in retail delivery and/or financial services (Required)
- 1+ years' facilitating training, mentoring, and/or coaching adult learners with a strong emphasis in sales/service training and program coordination (Preferred)
Technical or Specialized Knowledge/Skills:
- Knowledge of and ability to operate (or able to quickly learn) all Ent processes and systems that our Member Service Representatives are required to know.
- Knowledge of financial services industry.
- Attention to detail.
- Mentoring and training skills.
- Ability to work collaboratively.
- Ability to work with a wide variety of stakeholders.
- Time management and the ability to prioritize work tasks.
- Ability to communicate in both written and oral forms.
- Customer service skills.
Certifications Required:
- Certified Sales Professional (CSP) or similar certification for consultative sales practices. preferred
Environmental, Physical and Psychological Requirements
- Standing - Occasionally
- Walking - Occasionally
- Sitting - Frequently
- Lifting - Rarely (40 Lbs)
- Carrying - Rarely
- Pushing - Rarely
- Pulling - Rarely
- Balancing - Rarely
- Stooping - Rarely
- Kneeling - Rarely
- Crouching - Rarely
- Crawling - Rarely
- Reaching - Occasionally
- Handling - Occasionally
- Grasping - Occasionally
- Feeling - Occasionally
- Talking - Frequently
- Hearing - Frequently
- Repetitive Motions - Frequently
- Eye/Hand/Foot Coordination - Occasionally
- Noises louder than normal speaking volume - Occasionally
- Temperature Changes - Rarely
- Atmospheric Conditions - Rarely
Additional Information
The pay range for this position is: $26 to $29 per Hour (S13)
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for our corporate bonus program based on company performance.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
- Health Benefits: Affordable insurance, 24/7 doctor access, and a nationwide provider network.
- 401(k): 3% automatic contribution after three months, plus up to 6% matching.
- Paid Time Off: During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
- Volunteer Time Off: Paid time off to give back to the community.
- Education Support: Up to $10,000 annually for higher education and assistance for certifications.
-
Exclusive Discounts: Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at www.ent.com/careers.
We anticipate this position to close on 6/30/2025. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
