Kimberly Chaney

Kimberly Chaney Email and Phone Number

Learning and Development Leader | Organizational Development | Client Engagement Enthusiast
Kimberly Chaney's Location
Huntington Beach, California, United States, United States
Kimberly Chaney's Contact Details

Kimberly Chaney work email

Kimberly Chaney personal email

n/a
About Kimberly Chaney

I am an accomplished organizational training professional with a collaborative approach. I excel at delivering beyond expectations and am known for my efficiency and big-picture thinking. My specialization lies in onboarding and developing comprehensive training programs. As a leader, I prioritize building high-performing teams and have a track record of identifying performance gaps to improve internal processes and enhance the client experience.I am a supportive team leader with a strong ability to take charge of projects, train and empower others, and motivate those around me to do their best work. I believe a leader’s primary duty is to cultivate, professionally develop, and grow confidence in their team. I have the ability, expertise, and coaching skills to drive the team to success.I have the communication skills to clearly articulate my vision, persuade people to take action, and get the ball rolling in the right direction. Whether I’m sending out emails, updating a stakeholder, presenting to a crowd, or anything in between; I communicate quickly, accurately, and effectively.

Kimberly Chaney's Current Company Details

Learning and Development Leader | Organizational Development | Client Engagement Enthusiast
Kimberly Chaney Work Experience Details
  • Financial Partners Credit Union
    Learning And Development Specialist Iii
    Financial Partners Credit Union Nov 2023 - Jul 2024
    Downey, Ca, Us
    Managed and developed a variety of projects to support our department goals that include overseeing implementing a new company wide Learning Management System and a new leadership development program. Conduct live classroom and virtual/remote training to support the onboarding of new employees and ongoing development of existing employees. Create engaging learning activities and compelling course content by applying tested instructional design theories, practice, and methods.• Successfully integrated a new Learning Management System with enhanced learning capabilities and modernized content.• Managed and designed a formal leadership training program to enhance the skillset of employees.• Coordinated training plans and programs to meet departmental training objectives within an agile project environment.• Developed and conducted training needs assessments and determine training requirements for new program development.• Provided direct coaching to employees related to skills improvement and job training.• Proactively collaborated and communicated with appropriate internal/external stakeholders to address more complex training gaps to optimize organizational performance.• Evaluated effectiveness of training programs through follow up observation and consultation with stakeholders.
  • First Foundation Inc.
    Vp, Retail Training And Development Manager
    First Foundation Inc. Nov 2021 - Jun 2023
    Irvine, Ca, Us
    I spearheaded the development and implementation of a comprehensive training program for the retail operations department of the bank. This involved integrating newly acquired employees, designing and executing training programs for the newly formed account management and call center support teams, and managing ongoing changes within the organization. Through my leadership, the training department was able to achieve significant success in improving employee performance and enhancing the customer experience.Among my accomplishments: • Introduced innovative technology for technical training. Collaborating with the Learning Management System (LMS) team, successfully integrated the LMS as a platform for certifications and customizable retail bank training classes enabling employees to be held accountable for performance metrics.• Developed and implemented customized training programs to address specific organizational needs and foster continuous learning and development.• Championed cross-functional initiatives across departments, collaborating and driving alignment to maximize business impact and achieve bottom-line profitability.
  • Union Bank
    Program Manager, Vice President
    Union Bank Oct 2020 - Oct 2021
    San Francisco, Ca, Us
    In my previous role, I was responsible for overseeing client experience initiatives and conducting new account training for personal and business segments. As a part of my responsibilities, I managed and delivered training workshops. My leadership skills and advanced project management acumen were demonstrated through my ability to forge partnerships with subject matter experts and regional executives, ultimately resulting in the successful launch and positive reception of a strategic project.Among my accomplishments: • Updated core workshop content with analytical skills. Instructed advanced workshops for employees in areas like operations, sales, systems, compliance, and products; functioned as lead, subject matter expert, and project team member.• Utilized a range of delivery techniques, including virtual classrooms, web conferencing, hands-on labs, and discussion forums, to cater to various training needs.• Applied diverse learning technologies to address specific learning and performance requirements, tailoring solutions for the type of training being developed.
  • Union Bank
    Performance Consultant, Vice President
    Union Bank Apr 2017 - Oct 2020
    San Francisco, Ca, Us
    I was responsible for directing client experience strategies and managing the project lifecycle for new account onboarding. I led a sizeable team in delivering a sophisticated client experience training program.One of my significant achievements in this role was the development of a virtual conversion training program for new accounts. This program resulted in a significant reduction in in-person training days from 7 to 2, resulting in 100% cost savings and increased efficiency. I managed the project end-to-end, collaborating closely with the training team and SMEs, and expedited new hire contributions to the team.Among my additional accomplishments: • Adopted a phased approach for projects, enabling faster execution and reducing completion time from several months to one month, resulting in a quicker product-to-market rate.• Served as a subject matter expert (SME) in various training areas and master trainer to certify instructors; communicated regularly with executive team members to provide updates on project progress and direction.• Oversaw project management, design, and execution of workshops; conducted train-the-trainer sessions for instructors on new content and convened quarterly and impromptu update gatherings.
  • Union Bank
    Senior Instructor, Assistant Vice President
    Union Bank Jun 2013 - Mar 2017
    San Francisco, Ca, Us
    Conducted daily training workshops and provided support to project managers. I am certified in a variety of operations, sales, leadership, and communication classes, which allows me to provide a wide range of training services.Given my expertise and experience, I serve as the primary point of contact for all training-related matters within the organization.
  • Union Bank
    Instructor Ii, Officer
    Union Bank Oct 2010 - Jun 2013
    San Francisco, Ca, Us
    I played a significant role in the design and development of both instructor-led training and eLearning for over 15 workshops. Additionally, I provided coaching and mentorship to peers and colleagues to support their professional development.One of my strengths in this role was providing innovative techniques for designing eLearning, customized to meet specific client needs. I also served as a project manager for instructor-led workshops, responsible for scheduling and updating content to ensure it met the client's requirements.
  • Union Bank
    Instructor I
    Union Bank Sep 2009 - Oct 2010
    San Francisco, Ca, Us
    Facilitate and contribute to professional development of new hire employees, existing employees, and managers.Coach, mentor and develop peers as well as colleagues. Collaborate with team members to drive for end results.
  • Union Bank
    Special Operations Support Representative
    Union Bank Mar 2008 - Aug 2009
    San Francisco, Ca, Us
    Instruct and recommend policy and procedure in call center environment to employees bank wide, specifically branch employees.Assist employees with all around operational and new account skills.Follow company's guidelines by researching manuals to provide accurate information.Handle high volume of calls promptly, while providing a high standard of customer service to employees in need of resolution.Use problem solving skills to assist employees with their needs.
  • Union Bank
    Financial Services Specialist
    Union Bank Jan 2007 - Mar 2008
    San Francisco, Ca, Us
    Assessed clients' financial situations to develop strategic financial planning solutions.Presented new and additional products and services to existing customers.Approached prospective clients through cold calling and emails to meet sales targets.Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Union Bank
    Customer Service Specialist
    Union Bank Jun 2005 - Dec 2006
    San Francisco, Ca, Us
    Secured client retention by driving service and product benefits, features and recommendations around clients' needs.Addressed customer complaints and mitigated dissatisfaction by employing timely and effective solutions.Communicated effectively with groups of customers and employees to recommend solutions to common problems.Resolved customer issues in timely manner while complying with company standards.Handled diverse range of customer service, operational and administrative requirements daily.
  • Wells Fargo
    Teller
    Wells Fargo Sep 2002 - Jun 2005
    San Francisco, California, Us
    Handled various accounting transactions.Maintained teller drawer to perform bank transactions.Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.Sold cashier's checks, traveler's checks and money orders.Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.

Kimberly Chaney Skills

Training Delivery Retail Banking Blended Learning Needs Analysis Instructor Led Training Team Building Training Workshop Facilitation Banking Performance Consulting Employee Training Organizational Effectiveness Performance Improvement Leadership Development Public Speaking Snagit Coaching Research Instructional Design Peer Mentoring Training Needs Analysis Addie Small Business Lending Development Of Employees E Learning Project Management Training Facilitation Performance Management Lectora Program Facilitation Employee Engagement Relationship Management Onboarding Conflict Resolution Technical Writing Powerpoint Communication Organization

Kimberly Chaney Education Details

  • California State University San Marcos
    California State University San Marcos

Frequently Asked Questions about Kimberly Chaney

What is Kimberly Chaney's role at the current company?

Kimberly Chaney's current role is Learning and Development Leader | Organizational Development | Client Engagement Enthusiast.

What is Kimberly Chaney's email address?

Kimberly Chaney's email address is ki****@****ank.com

What schools did Kimberly Chaney attend?

Kimberly Chaney attended California State University San Marcos.

What skills is Kimberly Chaney known for?

Kimberly Chaney has skills like Training Delivery, Retail Banking, Blended Learning, Needs Analysis, Instructor Led Training, Team Building, Training, Workshop Facilitation, Banking, Performance Consulting, Employee Training, Organizational Effectiveness.

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