Learning Development Specialist

Are you a dynamic communicator with a passion for helping others grow? We are seeking a Learning Development Specialist to join our client's Learning and Development team. In this role, you will be the driving force behind the credit union's training initiatives, delivering high-impact instructor-led and virtual training sessions. You will welcome new hires, facilitate core operational training, and contribute to instructional design, ensuring our team members have the tools and knowledge they need to succeed and deliver exceptional service to our members.

Key Responsibilities

Training Delivery & Facilitation

• Lead and facilitate all branch and operational training programs, including teller, video teller, member service representative (MSR), and call center curriculums.
  
• Deliver engaging sales and service training sessions that emphasize the value of their products and services.
  
• Facilitate new hire orientation programs, creating a welcoming, inclusive, and positive onboarding experience.
  
• Train new employees on their core operating system, ensuring proficiency in workflows, system navigation, and functionality.
  
• Lead training delivery for system updates, new software releases, or process changes in partnership with internal stakeholders.

• Collaborate with learning specialists and subject matter experts (SMEs) to design, update, and review training content aligned with business objectives and adult learning principles.
  
• Utilize instructional design tools to create job aids, facilitator guides, presentation materials, and supplemental learning resources.
  
• Support new team members by managing individual learning plans, enrolling them in courses, and tracking their progress through the learning management system (LMS).
  
• Assess training effectiveness, track learning outcomes, and continuously identify areas for program improvement.

• Maintain hands-on operational expertise by occasionally performing teller or MSR duties when not teaching in the classroom.
  
• Manage day-to-day LMS administration, including scheduling courses, managing rosters, tracking attendance, and generating reports.
  
• Promote, cross-sell, and market the credit union's products and services at every opportunity.
  
• Comply with all Bank Secrecy Act (BSA) and OFAC requirements as outlined in organizational policies.
  
• Embrace and champion the credit union's mission, vision, core values, and guiding principles.

• Education: A two-year business degree is strongly preferred.
  
• Experience: A minimum of 3-5 years of teller or operational experience within a financial institution is preferred.
  
• Background: Must be bondable.

• Communication: Exceptional presentation and public speaking skills; ability to speak before an audience with poise, confidence, and clarity.
  
• Technical Savvy: Proficient with PCs and Microsoft Office Suite (Word, Excel, PowerPoint); ability to master and teach financial core operating systems and LMS platforms.
  
• Problem Solving: Ability to apply rational thinking to solve practical problems and interpret varied instructions in written, oral, or schedule form.
  
• Mathematical Aptitude: Ability to compute standard financial calculations (discounts, interest, ratios, proportions, and percentages).
  
• Professionalism: Highly organized, collaborative, self-motivated, and detail-oriented. Ability to act independently, make sound decisions, and maintain a positive image of the credit union.