Alexander Bailey Email and Phone Number

• Provide new hire orientation training. • Lead all training initiatives to support the strategic goals of the Bank and develop programs for new hires, and continuing education for existing employees. • Assess ongoing product knowledge, compliance, professional skills, customer service and cross-selling training needs of the Bank.• Recommend internal and external training courses to enhance and grow our employees’ job knowledge and recommend and assign professional skills in-person and online as warranted.• Develop new internal training programs and/or make improvements to existing training programs.• Organize and develop training manuals, reference library, testing and evaluation procedures, multimedia visual aids and other educational materials.• Consistently evaluate the quality of training programs. • Assess, coordinate, determine appropriate resources and assist all training programs that cross department lines.• Work closely with the Compliance Officer to ensure all compliance training is assigned and properly monitored.• Develop training such as employee/management development, sales, as well as adaptations to changes in policy, procedure, and technology.

• Analyze training needs and develop training programs which support employee development throughout the organization using various modalities (instructor led, e-learning, coaching, etc.)• Act as a subject matter expert on all talent management and training activities and maintain up-to-date knowledge of tools, trends, and best practices• Build strong partnerships with business leaders and HR business partners. Act as a coach and role model when applying talent management and learning tools to drive alignment and decisions making• Manage the new hire orientation training program to ensure the successful onboarding of new employees.• Partner with business leaders to drive the design and implementation of the talent review process to achieve business goals and the creation of an internal succession plan of top talent.• Lead cross-site and cross-department training committee• Manage employee engagement surveys and create action plans for addressing employee feedback.• Help coordinate employee engagement activities across sites; including but not limited to, wellness, sustainability, and diversity and inclusion.• Help manage all employee meetings and work with VP of HR on other engagement initiatives.

Learning Implementation• Designs, develops, implements Retail learning programs in support of retail business strategies.• Partners with retail business and Learning and Development Manager to scope out retail training projects andassociated timelines.• Analyzes retail team training needs, develops new training/coaching programs, or modify/improve existingprograms in partnership with retail - includes a variety of delivery methods incorporating traditional trainer-led,best practice, coaching, on-the-job and joint efforts to ensure staff success.• Facilitates, co-facilitates and/or manages the required delivery methods and collaborates with retail to createappropriate logistics to meet specific timing demands.• Leads and manages the retail train-the-trainer model/program, providing guidance to department-assignedtrainers to ensure learning objectives are both met, sustained and are consistent across all learner populations.Learning Management/Sustainability• Initiatives continuous improvement, collaboration/communication with key stakeholders to promote consistency and continuous improvement.• Creates and manages all supporting training tools, resources, documentation with the collaboration, input and assistance of retail leadership and various retail SMEs.• Acts as the learning conduit between retail efforts, retail frontline, branch leadership and program mentors to ensure strategic efforts are implemented in a consistent manner.Retail Partnerships• Builds and sustains business relationships with branch staff and retail leadership.• Through regularly-scheduled branch visits, sustains a visible partnership with each branch location.• Manages the bi-weekly Retail meeting – maintains the schedule, agenda, and summary recaps.• Participates in the monthly retail manager meetings and is responsible for ensuring inclusion.• Performs all duties in line with all Credit Union policies and all state and federal regulations.

• Coordinate and assist in providing direction for all daily activities of the Learning & Development Department.• Ensure Learning & Development Team is delivering accurate and current material in all training programs. Maintain and update training materials to reflect current products, policies, procedures and programs as needed.• Provide guidance and assistance in the development of all Learning and Development staff. • Identify and assess employee training and development needs throughout all departments within the credit union. Coordinate the development of training materials and resources to build training curriculum for each department. Attend business meetings and staff meetings as requested to determine needs of departments and utilize other formal or informal means of discovery as appropriate.• Design, write and assist in delivering employee training programs that supports the credit union’s culture and strategic goals.• Establish and promote an adult-learning environment providing comprehensive training for new hires, product knowledge, sales and service, training refreshers for all employees using a variety of delivery methods. • Coordinate and assist in administering assessments. Collect and record results during and following training to validate training/trainer effectiveness and trainee proficiency levels. • Coordinate schedules and maintain training calendar for all department activities.• Facilitate an atmosphere of enthusiasm for developing and training employees to better serve our members.• Track and report results of training programs to VP of Organizational Culture and other key stakeholders.• Participate in meetings and committees as required.• Actively participate in developing an annual training plan and execute the plan timely.• Develop annual training budget for learning and development activities. • Continually improve training effectiveness by researching and developing new techniques, programs and industry trends.

Manage the FMCSA driver compliance program. Oversee the execution of the web based compliance platform. Manage the DOT E-Log technology company-wide. Manage the employee drug and alcohol screening program. Oversee IFTA fuel tax automation. Manage driver recruitment efforts. Manage company equipment inspections and certifications. Monitors fleet CSA score. Develop, implement, and facilitate company safety awareness program. Produce safety and compliance performance reports

I work to help my company deliver on its promises to both its employees as well as its customers. I accomplish this through the instruction of new hires in state of the art customer service as well as accurate banking operations. I also assist in the evaluation of training techniques that are both emerging and currently in use. My position requires me to create performance assessments for bank personnel after completing various training curriculums.

My position requires banking knowledge of all varieties. I am responsible for the accurate and earnest direction of my customer's finances. I open, close, and maintain business and consumer accounts of all varieties, as well as provide information and advice on investments and loans. I am NMLS licensed which enables me to provide my customers with my knowledge on how to maximize the wealth generated by their home. My clients always expect satisfactory knowledge from me in regards to every product my company offers.