The Learning & Development Specialist will research, recommend, develop, and implement educational courses and quality improvement efforts geared toward communication, improving organizational productivity, and employee engagement throughout the credit union. Primary emphasis is in the areas of new employee onboarding, safety & security, leadership training along with regulatory training for all credit union team members.  

Principal Duties and Responsibilities:

• Develop and implement in-house training programs based on identified needs. Define training objectives for the programs. Research and obtain needed materials and supplies for each training session.
• Lead administration of the on-line learning program for all credit union team members. Establish course assignments, communicate with learners, work with supervisors in course development.
• Maintain current knowledge of credit union regulations along with up & coming trends and new developments in training practices.
• Take a lead role in new employee onboarding.
• Confer and work with supervisors to develop, maintain, and initiate comprehensive employee training programs, which will include new employee training, compliance with regulations, employee development, and changes in policies, procedures, products, regulations, technologies, etc.
• Develop and update credit union training manuals & materials, job aids, reference library, testing and evaluation procedures, multimedia visual aids, and other educational materials.
• Research, develop, and implement leadership & supervisory management training programs.
• Research and assist in contracting outside consultants to provide in-house training programs.
• Provide continuing education to staff regarding safety and security.
• May conduct a credit union needs analyses to identify areas requiring developmental training. 
• Coordinate training sessions on credit union related topics for members and/or the general public. 
• In cooperation with the employee’s supervisor and the Human Resource Director, develop and implement career path programs for employees and continually evaluate the effectiveness of the programs.
• Formulate training policies, programs, and schedules. Screen, test, and recommend employees for training programs, as needed. Conduct follow-up assessments to determine additional training needs.
• Assist in planning and implementing a cross-training program for each department, maximizing utilization of credit union personnel during periods of change in volumes of workloads.
• Maintain orderly files on each training session with attention to complete and accurate detailing of attendance and all problems or correspondence.
• Compile and analyze data necessary to help the Vice President of Learning & Development develop and monitor the training budget.
• Support and maintain the employee engagement programs and initiatives that support WCCU’s organizational goals and culture.
• Participate in meeting and seminars to obtain information useful for designing effective training programs and integrate information into programs.
• May assist in the coordination of employee attendance at outside training programs.
• Explain Credit Union services and fees to members as needed.
• The Learning & Development Specialist helps to ensure a high level of quality service to members and supports the sales and service culture established by the credit union.
• Perform other job-related duties as may be necessary to carry out the responsibilities of this position.

Work Relationships and Scope: Reports directly to the Vice President of Learning & Development. Will have regular contact with management, and employees of the Talent department. Due to the nature of this position, will work with almost all employees at WCCU on a regular basis.

Performance Dimensions:

• Must maintain the integrity of confidential business information and follow all guidelines on confidentiality.
• Provide outstanding services to co-workers & members.
• Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities.
• Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed.  
• Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude.
• Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors.
• Enhance job growth through continuing education, as required or necessary.

Knowledge, Skills and Abilities Required:

Education/Experience:

• Three to five years work experience training and/or public speaking required.
• Knowledge of effective training practices preferred.
• Advanced coursework in communications, public relations, human resources, training, or a related field preferred.
• Extensive knowledge of credit union industry, terminology (including acronyms), positions and responsibilities helpful.

Skills and Abilities:

• Professional, well-developed communication and presentation skills necessary for providing training to new and current employees.
• Professional, well-developed interpersonal skills essential for projecting a positive image as a representative of the Credit Union.
• Ability to travel to other branch locations, as necessary.
• Ability to work with a wide range of personalities in a courteous, effective, and efficient manner.  
• Knowledge and ability to apply current financial service industry standards, laws, and regulations.
• Ability to present ideas, report facts and other information clearly and concisely. 
• Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint).
• Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.

Working Conditions:

Job Conditions/Work Location: The majority of work will be performed in a normal office environment. Hours of work will generally be during regular business hours. There will be some variation in work hours due to special projects, deadlines, education and other concerns. The noise level in the work environment is usually moderate. Will make periodic visits to branch locations.

Physical Requirements: Ability to sit for extended periods of time, regularly access files (some standing, walking, climbing, bending, stooping, lifting and carrying of usually light materials.) Frequent mental and visual concentration required for computer usage.

Equipment Used: Various software programs, telephone, computer, copy machine, calculator, fax machine, and other office equipment.

Hazards: Only those present in a normal office setting; no known hazards. In the course of working with the public, the employee may, on a very limited basis, encounter abusive, aggressive or unpredictable threatening behavior. Must observe safety and security practices at all times.  

Acknowledgment: This job description describes the general nature and level of work performed by the employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by leadership. All requirements are subject to change over time and to possible modifications to reasonably accommodate individuals with a disability.