Team Leader- Implementation and Training

This position leads the Implementation & Training team in providing a high-level of support to credit unions for conversions, mergers, and single-product deployments. The incumbent oversees the training of existing credit unions and internal staff on products and services.

Essential Functions:

  • Lead and mentor Implementation & Training staff in delivering a high level of support in all areas.
  • Coach team members and complete annual employee evaluations, as well as formulating the necessary methodology for optimum team performance.
  • Work with management and the Project Management team on conversions for credit unions moving to current software platforms offered by the Enterprise and merging credit unions; including working with the credit unions and all areas of the Enterprise on data verification, data specifications, and third-party interfaces.
  • Ensure the development and implementation of credit union and staff training to ensure knowledgeable, service-oriented employees.
  • Actively form and maintain relationships with vendor partner key staff members for all products to ensure high-level service delivery on single-product implementations.
  • Plan and execute training plans for the Enterprise’s Technology Learning Center, including assigning appropriate staff to accomplish the training, and following up to ensure that high-quality training sessions are provided.
  • Work with Account Relationship Managers, Team Leaders, and management to facilitate and assist with resolving the escalation of issues both internally and with vendor partners.

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