Learning Delivery Specialist - Trainer - Financial Services

Job Description

Job Description

Do you love helping others learn, grow, and succeed? Join our Learning & Development team as a Learning Delivery Specialist and use your facilitation expertise to create engaging learning experiences that drive employee performance and organizational success.

In this role, you'll facilitate instructor-led training programs for a wide variety of employee groups, including Tellers, Member Service Representatives, Financial Service Representatives, Contact Center employees, and back-office operations staff . Training topics may include customer/member service, sales effectiveness, soft skills, leadership development, operational processes, systems training, and regulatory or compliance-related programs.

We're seeking an energetic facilitator who can confidently lead classroom and virtual training sessions, foster participation, and create a positive learning environment. Previous experience training Credit Union or Bank branch employees is a tremendous advantage

Position Status – Full Time, Non-exempt (hourly)

Reports To: VP Talent Resources and Development

Target starting pay range: $24.64 - $30.80 per hour

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.  

We believe great work is to be rewarded with great benefits.  Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. 

Purpose :  The primary purpose of this position is to assist Center Parc Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” 

The Learning Delivery Specialist plays a substantial role in the development of Center Parc team members.   The Learning and Development specialist focuses on effective delivery and follow-up of training programs and curriculums.   

Essential Duties and Responsibilities: Other duties may be assigned.

1. Adhere to and deliver on Center Parc’s core values:
   1. Serve Exceptionally
   2. Commit to Better
   3. Find the Fun
   4. Invest in Integrity
   5. Follow the Numbers
   6. Go Forth and Conquer
   7. Protect with Passion
2. Facilitate training sessions, workshops, and seminars for team members; ensure that learning objectives of each training event are met.
3. Utilize interactive methods such as situational challenges, role play, case studies, and small group discussions to reinforce learning objectives and increase participant engagement.
4. Recognize and act upon the need to adjust delivery style in consideration of participant feedback and reaction, participant dynamics, and your knowledge of the various adult learning styles. 
5. Convey educational content in a variety of modalities including face-to-face (in-person), hybrid, and online formats.
6. As required, ensure the administration of any established or required test before and after training that are meant to measure knowledge gain.
7. Gather feedback from participants through surveys and follow-up discussions to assess the effectiveness of a training session; Report out on findings and any recommended changes.
8. As requested, collaborate with Learning Business Partners, department heads, and other subject matter experts to identify changes, edits, or improvements to training materials.
9. Distribute job aids, training summaries, reference materials, or any other type of resource used to reinforce learning objectives and improve on-the-job implementation of training content, processes or procedures. 
10. Participate in the delivery of new-hire training, new-hire orientation, product knowledge, and compliance training.
11. As required or directed, provide one-on-one coaching and feedback to learners; make recommendations for re-training or augmented training when team members are having difficulty in mastery of the required skills and behaviors or in following processed and procedures. 
12. Track attendance for training sessions; provide attendance information to the Learning Development Specialist or other designated department administrator.
13. Inform team members about available training sessions and programs and encourage participation and the benefits of participation. 
14. Promote a culture of ongoing professional development and skill enhancement
15. Effectively use written and oral communication skills in daily correspondence. 
16. Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
17. Travel associated with this role less than 10%.
18. Other duties as assigned.

Supervisory Responsibilities: No direct reports. May manage day-to-day tasks through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Qualification Requirements :  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED EDUCATION and/or Experience:

• A bachelor’s degree in business administration, communications, instructional design, learning systems or other directly related field of study
• 3 years prior experience, planning, facilitating, implementing adult learning sessions
• Working knowledge of adult learning principles
• Ability to travel locally between branches and estimated 5% to 10% overnight to branches
• Proficient in the use of Microsoft Office software 

PREFERRED EDUCATION and/or Experience:

• 2 years direct experience delivering training in a Credit Union environment
• One or more training professional certifications such as CTP,CTDP, CPTM, COLF, etc.
• Familiarity with e-learning tools and presentation software

Physical Job Requirements:

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws.   Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. 

The requirements for the position listed are general and are not all inclusive.  If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.