Learning & Development Specialist

TBA Credit Union•Traverse City, MI

4d•$24 - $35•Hybrid

About The Position

The primary purpose of this position is to assist TBACU to live out its mission, “To serve our community and build trusted relationships” and promote TBACU’s culture for optimal engagement. A key component of this role is to identify both internal and external members’ needs and provide appropriate TBACU product solutions and resources to ultimately help grow the credit union. The primary function of the position is to create, lead and promote training and development of team members, ensuring exceptional member service and creating opportunities for growth, while promoting a culture of engagement and wellbeing. Ensuring outstanding service to internal and external members is delivered in alignment with our Service Standards.

Requirements

Ability to be bonded.
Ability to clear credit and criminal history check.
Compliance with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
Compliance with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, systems, and locations.
Demonstrate a high level of trust, diplomacy, confidentiality, and discretion when working with team members, leaders, members, and business partners.
Communicate clearly and professionally through active listening, verbal communication, written communication, and training facilitation.
Build positive, cooperative working relationships and represent the Human Resources department and TBA Credit Union in a professional, service-focused manner.
Manage time, priorities, and workload effectively while meeting deadlines, adapting to changing needs, and maintaining accuracy and follow-through.
Facilitate small and large group learning experiences with confidence, encouraging participation, discussion, and practical application.
Work independently, use sound judgment, and make thoughtful decisions while maintaining attention to detail.
Demonstrate curiosity, initiative, and willingness to learn new technology, digital tools, systems, and applications that support training and team member development.
Recommend improvements, share new ideas, and support changes that strengthen training, operational consistency, and the team member experience.
Think creatively and strategically about how learning resources, digital tools, and training methods can support credit union goals, innovation, and scalable growth.
Two to three years of experience developing training content and facilitating learning experiences for individuals or groups, required.
Experience in creating clear, practical learning resources such as job aids, guides, presentations, activities, digital resources, or video-based training, required.
Experience coaching, supporting, or developing team members, required.
Experience using Microsoft Office/Microsoft 365 and comfort learning new technology, systems, and digital tools, required.

Nice To Haves

Bachelor’s degree in human resources, business, education, organizational development, instructional design, communications, or related field preferred; equivalent education, certification, or related experience may be considered.
Experience in financial services, credit unions, member service, or a regulated environment, preferred.

Responsibilities

Promote and exemplify the credit union’s mission, values, service expectations, and commitment to team member engagement, and a positive learning environment.
Develop, facilitate, and maintain learning programs and resources that support team member knowledge, confidence, performance, and growth across the credit union.
Bring forward new ideas and learning approaches that strengthen team member effectiveness, support performance improvement, and keep training methods current and practical.
Partner with leaders to identify training needs and align learning solutions with credit union goals, operational priorities, service expectations, member experience, and team member development.
Support digital transformation by helping team members understand and use credit union systems, technology, and digital resources effectively.
Support the rollout of new or updated systems, processes, and procedures by preparing clear training materials, communication resources, and practical guidance that help team members adopt changes and apply information consistently.
Provide consistent training on core systems, intranet resources, products and services, sales and service expectations, and software applications needed to serve members well.
Develop and facilitate onboarding training, role-based training, team development, and small or large group learning experiences that are engaging, practical, and aligned with credit union needs.
Create, evaluate, and update educational programs, manuals, job aids, digital resources, and the credit union resource library to ensure content remains accurate, accessible, scalable, and easy to use.
Participate in cross-functional projects and initiatives by providing learning insight, supporting change readiness, and developing training plans for implementation.
Promote a strong learning culture by building trusted relationships with leaders and team members, encouraging continuous improvement, and connecting learning opportunities to individual, team, and credit union success.
Evaluate training effectiveness through feedback, leader input, performance trends, and evolving business needs; recommend updates to improve learning outcomes and operational consistency.
Maintain comprehensive knowledge of credit union products and services.
Promote and support a Strengths-based coaching philosophy by helping team members and leaders understand and apply strengths in practical ways.
Support career growth conversations with practical tools and resources.
Help leaders build consistent skill expectations and learning pathways across teams.
Research training methods, digital learning tools, workplace learning trends, and credit union best practices to recommend improvements that enhance the team member learning experience, increase knowledge, and support productivity.
Curate onboarding for new team members by partnering with SMEs, HR, and leaders to support a welcoming, organized, and consistent experience that helps new team members start their career with the credit union.
Assist with the investigation and resolution of training issues, including policy and process discrepancies and irregularities and recommend policy and procedure changes and additions.
Coordinate with leaders and departments to complete training-related projects, support organizational initiatives, and ensure timely follow-through.
Maintain training calendars, attendance records, training materials, and related documentation to support organization, follow-through, and compliance needs.
Prepare communication, resources, and training support for new systems, processes, products, services, and credit union initiatives.
Administer and maintain credit union Product Knowledge Manual and annual assessment.
Create and update job aids, guides, checklists, presentations, activities, and other learning tools that are clear, practical, and easy to use.
Develop and maintain video-based learning content and digital training resources to provide consistent, scalable, and accessible training while supporting efficient use of team member time.
Work with Compliance to assign all annual regulatory compliance training as well as monitor, update and maintain tracking.
Gather feedback from team members and leaders to identify opportunities to improve training content, delivery, and resources.
Travel between branches and in the community to facilitate training, support team members, and participate in credit union events.