Sr. Training Specialist

Job Locations US-CA-Rancho Cucamonga
Req No.


CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Sr. Training Specialist to be responsible for designing, developing and conducting technical and operational training programs for staff/clients.



  • Analyze the business need and recommend, design, develop and deliver courses utilizing a full menu of delivery options: instructor-led, virtual classroom, webinar, e-learning, and blended learning solutions.
  • Delivery of Training Workshops and Onsite Training for new Credit Union clients.
  • Produce PowerPoint presentations, Captivate sessions, instructor guides, training manuals, job aids, and workbooks in accordance with departmental design standards.
  • Work closely with management, subject matter experts, and vendor/carrier representatives to identify and execute learning initiatives.
  • Evaluate training program effectiveness and commit to continuous improvement, based on data.
  • Provide leadership and mentoring to Training Specialists.
  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.



  • Working knowledge of adult learning principles. 
  • Microsoft Office Windows and Adobe (Captivate, Connect, Presenter) applications preferred. 
  • Must possess excellent verbal, written, and interpersonal communication skills, strong analytical and troubleshooting skills, especially during client training visits. 
  • Must have the ability to explain technical concepts in understandable terms to a variety of audiences and to work independently, balance multiple tasks, and deliver accurate results, often within challenging time constraints. 
  • Proofread and edit own work and work of others to maintain quality, consistency, and effectiveness of documentation with a client-focused, highly motivated and self-starter attitude. 
  • Travel required as necessary to fulfill assignments. 
  • High School diploma or general education degree (GED), three years in same or related position; or Bachelor’s Degree may be used to substitute for one year experience; or equivalent combination of education and experience. 
  • Internal candidates must have eighteen to twenty-four months as Training Specialist.  EFT, banking industry, ATM and/or POS knowledge preferred. 


If you are highly motivated, team oriented, and would enjoy the diversity of challenges and opportunities, please submit your resume, cover letter, and salary requirements.


About Us

CO-OP Financial Services is the technology engine that provides access and convenience for credit unions. With over 35 years of credit union service, CO-OP connects credit union members to their accounts through Debit, Credit, ATM, Shared Branching, Member Interaction Services, Mobile, Virtual, and Bill Pay services. CO-OP serves a total of 3,500 member credit unions, 50 million cardholders, 30,000 surcharge-free ATMs, and more than 5,500 shared branches. Handling three billion-plus annual transactions, CO-OP is the nation’s largest credit union service organization—offering resources that enable deeper member engagement to help credit unions prosper.


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