Learning and Development Facilitator

OUR LEADERSHIP PHILOSOPHY

At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold ourselves accountable to the following:

LEADERSHIP COMPETENCIES

Demonstrates Interpersonal Awareness & Skills A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As an individual leader, you will demonstrate active listening, clear communication and contribute beneficially to team dynamics. Embraces Change & Learning This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As an individual leader, you will actively engage in personal development, embrace change enthusiastically and support team members in their growth. You will also demonstrate flexibility and adaptability in response to changing circumstances. Utilizes Critical & Creative Thinking Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges team members to take initiative beyond one's immediate responsibilities. As an individual leader, you will actively look for and share opportunities for improvement, show open-mindedness to new ideas and professionally challenge inefficient processes. You will also actively contribute to defining solutions ,and promoting innovation. Takes Personal Ownership This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As an individual leader, you will be actively engaged in setting and achieving performance goals, take responsibility for personal action and decisions and seek opportunities for self-improvement and skill development.

POSITION SUMMARY

The Learning and Development Facilitator delivers and maintains training programs that strengthen organizational capability and support evolving business line needs, including New Hire Orientation, retail-specific learning and business line-specific needs. This role collaborates with field coaches, business leaders, and HR&D partners to reinforce learning objectives, deliver effective training solutions, and ensure materials remain accurate, compliant, and aligned with Lighthouse standards. The Learning and Development Facilitator delivers instructional content using a variety of methods, manages logistics for assigned training sessions, and supports a positive learner experience. The Learning and Development Facilitator consistently demonstrates Lighthouse's leadership competencies and advances our mission through every interaction and learning experience.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

Leads the facilitation of training programs - including New Hire Orientation, retail-specific learning, etc. - that strengthen organizational capability and support evolving operational needs for specific business lines. Models exceptional service and professionalism and maintains up-to-date knowledge of Lighthouse policies, procedures, and operational changes. Collaborates with field coaches and managing leaders to reinforce and follow up on learning objectives. Partners with HR&D team (including HR Business Partners and Talent Acquisition) to define training solutions that meet operational needs. In collaboration with the L&D team, identifies and implements solutions, establishes training outlines, and selects appropriate instructional methods such as on-the-job learning, demonstrations, workshops, classroom sessions, virtual training, and self directed learning. Develops training resources, including handbooks, job aids, visual tools, and tutorials, aligned with best practices and stakeholder feedback. Conducts regular audits of training materials to ensure accuracy, consistency with internal branding, and compliance with regulatory standards. Oversees all logistical components for assigned training programs-including orientation, retail training, and other classes-by managing schedules, coordinating guest presenters, assigning facilitators, preparing materials, and handling related administrative tasks to ensure a seamless and high-quality experience. Plans and delivers learning and team member engagement events that strengthen a culture of growth, inclusion, service excellence, and organizational connection across all departments, with targeted support for branch-level engagement.

JOB SPECIFICATIONS

Delivers engaging, interactive training sessions that connect with audiences and support real-world application. Facilitates learning experiences focused on skill development, behavior change, and member-centric interactions. Applies adult learning principles to create meaningful, practical learning environments. Demonstrates working knowledge of retail banking/credit union operations, including basic lending concepts. Builds strong relationships across teams to support learning, engagement, and performance improvement. Effectively communicates, coaches, and influences at all levels of the organization. Manages multiple training initiatives while maintaining strong organization and follow-through. Uses feedback and performance insights to continuously improve learning experiences.

TRAINING & EXPERIENCE

Associate's degree or equivalent experience preferred. Strong verbal and written communication skills. Lending and cash handling experience in a branch environment. Experience facilitating or coaching soft skills, behavioral, or culture focused programs or tools. Ability to demonstrate both soft skills and technical skills training in both a classroom and digital format.

WORK ARRANGEMENT:

The working arrangement for this position is hybrid. Hybrid work is an opportunity to find the right balance between working in the office and remotely, especially if it supports individual success and the needs of our organization. Hybrid schedules are determined by the hiring manager based on business unit needs and may vary by department.

PHYSICAL REQUIREMENTS

Must be able to walk, stand, sit, speak, read, write, see, hear, push or pull (with or without accommodation). Frequently remains sitting in a stationary position for extended periods of time, operating office/computer equipment. Occasionally lifts and/or moves up to 20 pounds.

TRAVEL REQUIREMENTS

Travel will be required for ongoing training, meetings, and/or other business needs. Back Office Benefits That Work for You We know life doesn't pause when you're at work - and your benefits shouldn't either. At Lighthouse Credit Union, we offer real support for real life, with perks that help you stay healthy, grow your future, and take care of what matters most. Financial Relief & Support Student Loan & Tuition Assistance - Whether you're paying off debt or going back to school, we help lighten the load. Employee Loan Discounts - Get access to lower rates on personal loans, just for being part of the team. Weekly Paychecks - Because waiting two weeks shouldn't be the norm. 401(k) with Employer Match & Profit Sharing - We invest in your future with generous contributions and immediate vesting. Time Off That Respects Your Life Lighthouse Leave Program - Paid time off for major life moments, from welcoming a child to caring for a loved one. Volunteer Time Off (VTO) - Give back to your community with paid time to serve. PTO + Paid Federal Holidays - Rest, recharge, and celebrate without worry. Balanced Schedule - All branches close by 5pm and on Sundays - no late nights or unpredictable shifts. Health & Wellness Comprehensive Medical, Dental & Vision Plans - Coverage that starts quickly and fits your needs. HSA/FSA Options - Save pre-tax dollars for everyday health expenses. Discounted Pet Insurance - Because furry family members deserve care too. Employee Assistance Program (EAP) - Free, confidential support for life's challenges - available 24/7. Culture & Connection Annual Bonus Program - Celebrate your wins, your teammates' successes, and the Credit Union's growth - together. Engagement Groups - Join communities like Pride at Work, Women in Leadership, Book Club, and more. Ongoing Training & Career Growth - We invest in your development from day one. Annual Summit & Team Outings - Celebrate wins and connect with coworkers across the organization.

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. #J-18808-Ljbffr Lighthouse Credit Union