The Retail Recruitment & Training Specialist partners across the Credit Union to recruit, onboard, train, and support entry-level retail banking employees through early proficiency.
This role requires on site availability in Pawtucket, RI.
Qualifications
- High school diploma or equivalent required.
- At least two years of experience in recruiting, onboarding, training, branch operations, or a related role.
- High school diploma or equivalent required.
- Strong organization, judgment, communication, and follow-through, with the ability to manage competing priorities and stakeholders.
- Ability to deliver engaging in-person, virtual, and on-the-job training for varied learning needs.
- Working knowledge of candidate assessment, onboarding, confidentiality, compliance, and operational risk practices.
- Knowledge of branch operations, consumer products and services, member service, lending, compliance, and fraud prevention preferred.
- Proficient knowledge of PC’s and computer-based programs such as MS Office. Experience with applicant tracking, ADP, CUES, Kadince experience a plus.
- Ability to maintain a positive and upbeat Credit union image.
- Established ability to work collaboratively across all levels and functions of the Credit Union to coordinate solutions.
- Ability to work independently and as a team member.
- Bi-lingual helpful.
Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro, MA.
We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve.
Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!
Job Responsibilities
Recruiting and Hiring Coordination
- Work with Human Resources to confirm staffing needs, timelines, and selection criteria.
- Review applications, conduct structured phone screens, and assess candidates against job requirements.
- Coordinate interviews, candidate communications, feedback, and selection recommendations.
- Maintain accurate and confidential applicant tracking records and recruitment documentation.
Pre-Boarding and New Hire Coordination
- Prepare and communicate offer materials, first-day details, and training schedules.
- Coordinate equipment, system access, badges, workspaces, training materials, and other onboarding needs with internal partners.
- Confirm managers, Peer Coaches, training locations, support teams, and required resources are ready before the employee’s start date.
- Serve as the primary contact for new hires throughout pre-boarding and initial onboarding
Orientation and Retail Training Delivery
- Plan and facilitate an organized first-day orientation and onboarding experience, including schedules and required materials.
- Create and maintain role-specific onboarding guides and training journey maps.
- Facilitate approved in-person, virtual, and role-specific training on products, services, the COAST Relationship Deepening process, systems, procedures, referrals, compliance, and security.
- Work with internal partners to maintain content and co-facilitate approved in-person and virtual training such as Consumer Lending, Equity Lending, IRA, ODP, etc.
- Coordinate clear handoffs to managers, Peer Coaches, and other training partners
Peer Coaching, Progress Monitoring, and Follow-Up
- Coordinate Peer Coach assignments, training locations, schedules, and eligible stipend approvals.
- Monitor onboarding completion, readiness, progress, and barriers through scheduled check-ins and surveys during the employee’s first 30 days.
- Partner with managers and Peer Coaches to address progress gaps and coordinate required follow-up training.
Program Administration and Continuous Improvement
- Maintain current recruiting, onboarding, and training schedules, records, milestones, materials, surveys, Peer Coach resources, and required documentation.
- Use status updates, feedback, assessments, and readiness information to identify risks, resolve process gaps, and improve the candidate and new-hire experience.
- Communicate process requirements and changes to affected teams across the Credit Union.