American Heritage Credit Union
  • Administration Building
  • Philadelphia, PA, USA
  • $47,000 and up based on experience
  • Salary
  • Full Time

American Heritage Credit Union, a $4 billion credit union, has an immediate opening for a Trainer in our Human Resources area. This position has an emphasis in the areas of in-house training for new and current employees, and the development and updating of training materials. Additionally, this role will research, recommends, and implements training, quality, and productivity improvement programs geared toward improving employee morale and organizational productivity.


  • Conduct new employee orientation which introduces the topics of basic credit union philosophy, service standards, sales and service culture, product knowledge, general human resource policies, security procedures and compliance. The topics are reviewed with all new staff and "hands-on" training is provided in the classroom setting, via Zoom, or in the Training Lab,
  • Complete new hire onboarding process to ensure access to all relevant systems including, Symitar, Windows, Profitstars, TrueChecks, etc. and processes Employee Termination Checklist items (off boarding), when needed.
  • Conduct ongoing Product Knowledge classes for current staff, including creating activities, handouts, and updates to the Product Manual.
  • Participate in various credit union focus groups, PIT crews and committees, such as Standard Operating Procedure (SOP) team and Fraud Champion Committee.
  • Conduct Credit Union needs analysis for new employee orientation, branch staff training and product knowledge, identifying areas requiring developmental training.
  • Administer the CPD Online, Lemonade, CUES, First Line of Defense and other Credit Union online programs, as necessary.
  • Proctor employee testing to ensure the security and integrity of the exam process.
  • Maintain current knowledge of trends and new developments in training practices.
  • Develop and update Credit Union training manuals and related materials, training class curriculums, and training procedures.
  • Assist VP and Senior Trainer in the creation of e-learning courses, including but not limited to, providing content, assist in voice over recordings and capturing video.
  • Answer questions from staff members regarding retail operation, Standard Operating policies and procedures, Microsoft products, Profit Stars, Symitar, and Datava.
  • Review and write department procedures for Symitar when the Information Systems Department implements new releases (if applicable).
  • Formulate training outline and determine instructional methods, utilizing individual training, group instructions, demonstrations, and workshops; select or develop training aids such as handbooks, visual aids, and tutorials.
  • Track the progress of trainees through routine tests, observation, and feedback via online course evaluations to assess the effectiveness of the current training.
  • Administer the Training Help Desk tickets in a timely manner.
  • Complete required monthly reports and documents, such as the Training Statistical report.


  • Three years to five years of similar or related experience, preferably within a financial service industry.
  • At least three to five years of experience in public speaking and/or training required. Training experience in a financial institution preferred.
  • Bachelor's Degree in Education, Human Resources or a related field or the equivalent work experience required.
  • Must be willing to travel to various branches to conduct onsite training, as necessary.
  • Professional, well-developed communication skills necessary for providing training and service to new and current employees.
  • Work requires extensive knowledge of Credit Union jobs. Knowledge of current training practices also required.
  • Work requires previous public speaking and/or presentation skills.
  • Considerable judgment is required. Must analyzed complicated factual situations, apply functional principles and develop solutions.
  • Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
  • Must possess excellent communication skills.
  • Intermediate to Advanced knowledge of Microsoft Office, including Powerpoint, Excel, Outlook, and Word.
  • Must be able to operate related computer software and business equipment including telephone, overhead projector, Zoom meetings, and other related training aids.
  • Professionalism in appearance, dress, and attitude is a must.

Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.



American Heritage Credit Union
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