• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

The Learning Experience Designer assists in the design, delivery, and support of learning experiences that strengthen employee capabilities across our Credit Union. This role applies learning experience design principles, adult learning theory, and business insight to design, deliver and continuously improve learning solutions that support member service excellence, operational consistency, compliance and leadership development. 

Partnering closely with the Director of Learning & Development, subject matter experts across departments, and business leaders, this designer ensures that learning is accurate, relevant, and practical. The role blends facilitation, content development and coaching to create learning that sticks, helping employees translate knowledge into confident, consistent performance.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Learning Delivery & Facilitation

• Design and facilitate engaging, learner-centered training sessions for employees at all levels including onboarding, product knowledge, leadership, systems training, compliance, sales enablement, and service excellence.
• Deliver blended learning experiences, a mix of in-person interactive workshops, virtual facilitation, microlearning, e-learning, and performance support tools.
• Adapt training delivery to diverse learning styles, roles, and experience levels to maximize impact and retention. Evaluate learning effectiveness using established methodologies (e.g., Kirkpatrick or similar) to assess knowledge transfer, behavior change, and performance outcomes.
• Provide real-time feedback, coaching and just in time support to close skill gaps and reinforce learning.

Program Development & Content Design

• Collaborate with the Director of Learning and Development, HR team, and business leaders to design or enhance learning solutions aligned with organizational goals, regulatory requirements, and employee performance needs.
• Conduct needs analysis to identify learning gaps and recommend appropriate learning experiences or interventions.
• Develop clear, visually engaging learning assets, job aids, and reference guides that support on-the-job performance.
• Incorporate adult learning theory, practical application, scenario-based learning and storytelling into all design work. Design and curate e-learning modules and external training content for deployment through the LMS, aligned with curriculum frameworks, pathways and learning library standards.
• Continuously assess learning effectiveness, measuring skill acquisition, on-the-job application, and overall learner engagement to ensure programs deliver meaningful value. 

Operational & Compliance Readiness

• Partner with Retail, Operations, Risk/Compliance teams to ensure all training programs meet regulatory, audit, and policy standards.
• Maintain a strong understanding of credit union products, systems, and procedures to ensure content accuracy.
• Reinforce adherence to the Bank Secrecy Act (BSA), security, and privacy requirements through training and coaching.

Coaching & Support

• Provide one-on-one or small-group coaching to employees or managers to reinforce learning and performance improvement.
• Support leaders in conducting effective onboarding and ongoing development within their teams.
• Serve as a role model of service excellence and continuous learning.

Measurement & Continuous Improvement

• Support the Director of Learning & Development with gathering feedback to assess learning effectiveness and recommend program enhancements.
• Track participation, engagement, and performance outcomes to evaluate learning impact.
• Stay current on learning experience design trends, learning technology, and industry best practices to continuously enhance learning strategies and improve delivery.

What's in it for you?

Salary: $70,000 - $85,000 per year (depending on experience)

Benefits:

• Bonus and Merit Increases
• Paid Time Off & Paid Federal Holidays
• Medical, Dental, Vision & Life Insurance
• Employee Assistance Program
• Flexible Spending Accounts/HSA
• 401(k) with Employer Match
• Educational Assistance
• Paid Time to Volunteer

QUALIFICATIONS

Education/Certification:

• Bachelor’s degree in Education, Organizational Development, Communication, Business, Finance or related field (or equivalent experience).
• Minimum of 3–5 years of experience in training delivery, facilitation, and instructional design, ideally within financial services, credit union, or banking environments.
• Experience facilitating in both classroom and virtual environments required.
• Experience designing or updating training materials and learning tools preferred.

Skills & Competencies:

•  Strong grounding in adult learning theory and learning experience design principles.
• Ability to lead the design of end-to-end learning experiences, including learning pathways, curricula, and performance ecosystems that support long-term capability building.
• Exceptional facilitation and presentation skills with the ability to engage and motivate adult learners.
• Ability to design learning experiences that translate knowledge into confident, consistent performance.
• Strong interpersonal and communication skills; able to build rapport across diverse employee groups and departments.
• Demonstrated ability to assess and analyze learning impact by tracking skill development, performance improvement, and learner engagement through feedback loops.
• Solid understanding of retail banking operations, products, compliance, and risk practices preferred.
• Highly organized and detail-oriented, with the ability to manage multiple training initiatives simultaneously.
• Creative problem-solver who can adapt content and style to meet learner needs and organizational priorities.
• Ensure all learning content supports adherence to internal controls, policies, and risk management standards.
• Proficiency with Microsoft Office 365, virtual learning tools (Zoom, Menti, etc.), LMS platform, e-learning authoring tools, video editing software.
• Must obtain and maintain a working knowledge of Bank Secrecy Act (BSA) requirements and related compliance obligations.