Job Posting TitleRetail Training Manager

Job Description

JOIN Soarion Credit Union in 2026!!

We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

The Retail Training Manager drives key initiatives that enhance retail effectiveness and employee engagement by leading the design and execution of the Retail Learning Plan. This role oversees the development of training programs across compliance, technical skills, sales, leadership development, and member experience. In partnership with Retail Leadership, this position ensures training strategies align with organizational goals to improve employee performance, deepen engagement, and elevate the overall member experience.

Work Location:

This is an onsite position in San Antonio. Occasional remote work may be available with prior management approval.

What you will be doing:

• Leads and manages Retail Training, ensuring the successful delivery of training initiatives and a positive employee learning experience.
• Provides both strategic and tactical leadership, aligning training resources and priorities with overall business objectives.
• Develops and executes the Retail Learning Plan, including compliance, technical, sales, leadership, and soft skills training programs.
• Partners with Retail Leadership to support change management initiatives and drive continuous improvement across retail operations.
• Establishes and monitors training metrics, KPIs, and trends to evaluate effectiveness, identify opportunities, and improve outcomes.
• Analyzes training needs and manages the retail training budget to ensure effective allocation of resources.
• Designs and implements innovative learning strategies, including instructor-led training, eLearning, workshops, and blended learning solutions.
• Ensures consistency and quality in training delivery and content across the organization.
• Collaborates with key stakeholders to assess training needs and develop curriculum that aligns with business goals.
• Oversees the creation and maintenance of training materials, job aids, and internal communication channels.
• Evaluates training effectiveness through assessments, reporting, and performance analysis, implementing improvements as needed.
• Ensures all training programs comply with Credit Union policies and applicable state and federal regulations.
• Facilitates training sessions in both in-person and virtual environments.
• Promotes employee engagement through interactive and learner-focused training experiences.
• Identifies and manages risks related to training, compliance, and business operations.
• Provides coaching, mentorship, and development to front line staff to foster a high-performing team.
• Performs all other duties as required.

What you'll bring along:

Bachelor’s degree in Business Administration, Organizational Development, Adult Learning, Instructional Design, or a related field.Minimum of 5 years of learning and development experience with progressive leadership responsibilities.Minimum of 3 years of training management experience, including coaching, mentoring, and developing team members.Demonstrated experience designing and implementing successful training programs and curriculums.Strong knowledge of instructional design methodologies and learning technologies.Experience with Learning Management Systems (LMS) and e-learning platforms.Excellent communication, organizational, and problem-solving skills.Strong analytical skills with the ability to interpret data and drive decisions.Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).Ability to manage multiple projects and collaborate effectively across teams.Must be available to work overtime and Saturdays, as needed.Must be bondable.

Preferred:

Experience within a Credit Union or financial institution.Familiarity with tools such as Articulate 360, Camtasia, SnagIt, Canva, and other instructional design technologies.Experience working with systems such as Symitar, MeridianLink, or similar platforms.

We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at humanresources@soarion.org