Becca Locklear Email & Phone Number

Meridian, Idaho, Us

Training and Development: Built training department from the ground up. Oversee Credit Union Training Department. Developed and facilitate New Employee Orientation programs, on-going training for Tellers, Financial Service Reps and Call Center Reps, sales training and leadership training. Developed and implemented standard classroom processes and procedures to ensure a consistent training experience. Developed and implemented systems to improve efficiency in training logistics, including scheduling, technology, and staffing. Coach and develop trainers with a wide array of experience and skill. Identify and recruit top training talent. Work with senior leadership to identify gaps in training delivery and develop creative solutions. Instructional designer on in-house curriculum. Serving as the Chair of the organizations DEIB Council to ensure forward progress of DEIB initiatives.

Meridian, Idaho, Us

Human Resources: Pre-screen, schedule/conduct interviews for all credit union job postings. Back-up Payroll and Benefits Specialist. Supervised personnel administration including employee hiring, dismissal, regular formal reviews, and performance goal setting. Training and Development: Developed and facilitate New Employee Orientation. Developed and Train 2 week training program for all Tellers. Develop and Train on-going training for Tellers, Financial Service Reps and Call Center Reps.

Training and Development: Researched, developed and delivered financial education curriculum for local non-profit organizations to enrich the community the Credit Union serves; Excellent communication skills within multiple formats; i.e. one-on-one, group settings and conference calls; Delivered all new hire training from basic technical computer education to an introduction to Icon's forms and intranet; Created Teller Training manual for all new hire tellers in order to create consistency in training and staff operations; Coordinated, scheduled and delivered credit union training for all credit union staff, including back office roles; Amended and revised training manuals, financial education library and quick reference tools for staff as necessary, in order for staff to adapt to industry changes; Arranged on-the-job training for new hires with appropriate staff members; i.e. new collections specialist mentored by senior collections specialist; Responsible for delivering deposit training through instructor-led training (ILT) and virtual/web eLearning training; Primary Administrator for the Learning Management Systems (LMS) eLearning system, which is utilized for staff development and continued career education; Identified and assessed staff training needs by conferring with branch managers, credit union directors and credit union vice presidents; Created manuals for training procedures; i.e. new teller training, how to administer LMS, and record keeping for ILT classes; Prioritized workflow and effectively manage multiple projects; Acted as a consultant with branch staff and compliance staff on practices that improved staff operations and productivity; Executed release of new programs and policies changes in coordination with CEO

New York, Ny, Us

Leadership: Strong leadership with ability to lead, motivate and develop a sound and stable team. Continued coaching of frontline and platform staff on customer needs assessment abilities to ensure continual success in sales and raise deposit levels and household levels. Acted as a resource and life skills coach to all branch personnel and colleagues Human Resources: Pre-screen, schedule/conduct interviews for all branch job postings. Back-up Payroll and benefits specialist. Supervised personnel administration including employee hiring, dismissal, regular formal reviews, and performance goal setting. Training and Development: Primary branch lead for JP Morgan Chase conversion and invited to travel to other locations to mentor branch conversions; i.e. transition of branding, Chase systems and staff training On-board all new hires. Compliance: Completed monthly audits which consistently receives satisfactory scores - 92.6% out of 100%. Supervised sales of frontline staff while maintaining compliant operations of the branch.

Marlborough, Ma, Us

Training: Effectively communicate federal regulations, bank policies and procedures, and the importance of continual success of compliance status. Maintained strong relationships with WaMu's compliance officers in order to deliver the most up-to-date compliance challenges and ways to resolve those challenges. Ability to travel 95% of the time, which requires the ability to work in a fast pace environment with class requests. Rapid turn around time with reports to both WaMu’s Learning Management System (LMS) and The Training Associates.

Training: Responsible for delivering performance solutions through a variety of formats - instructor-led training, on-the-job training and virtual/web training. Facilitated courses in the areas of deposit, operational success, sales and leadership to all levels of branch employees for WaMu's continuing education curriculum. Willingness to travel throughout the West for Train-the-trainers, monthly colleague meetings and facilitation of curriculum - which equaled to about forty percent travel.

New York, Ny, Us

Leadership: Strong leadership with ability to lead, motivate and develop a sound and stable team. Continued coaching of frontline and platform staff on customer needs assessment abilities to ensure continual success in sales and raise deposit levels and household levels. Acted as a resource and life skills coach to all branch personnel and colleagues. Resolved customer concerns /complains in a professional and timely fashion which lifted our branch to the top tenth percentile in customer service. Organized & conducted staff meetings both on a group and individual level. Human Resources: Pre-screen, schedule/conduct interviews for all branch job postings. Supervised personnel administration including employee hiring, dismissal, regular formal reviews, and performance goal setting. Training and Development: On-board all new hires. Sales & Service: Designed & delivered marketing presentations to local businesses and in-branch promotions/campaigns to successfully lift branch productivity by ten percent. Compliance: Completed monthly audits which consistently receives satisfactory scores - 92.6% out of 100%. Supervised sales of frontline staff while maintaining compliant operations of the branch. Successfully developed, reviewed and delivered reports on time on a branch and regional level.

New York, Ny, Us

Compliance: Assisted branch Management team with monthly audits which consistently received satisfactory scores. Monitored and managed all branch cash as vault teller including projection of branch cash levels and incoming and outgoing shipments of branch cash.Sales & Service: Successfully marketed and sold bank products and services all while achieving consistent 100% customer service mystery shop scores while performing paying and receiving responsibilities. Received Regional recognition for being top fifth sales frontline employee in Idaho Region for 2002. Responsible for paying and receiving duties.

High School Diploma

Elementary Education