Learning and Development Specialist

Blackhawk Community Credit Union•Janesville, WI

42d•$61,500 - $77,000•Onsite

About The Position

Part of a collaborative team responsible for the training, education, and development of the staff. This is accomplished through active participation with the retail team and other department leaders, content development and educational facilitation encompassing various learning styles and teaching methods while creating a psychologically safe space to learn.

Requirements

Thorough knowledge of and extensive experience working within a bank and/or credit union.
Successfully pass the pre-employment credit and background screening.
Must be at least 18 years of age.
Utilizes good judgment and exhibits professionalism.
Demonstrates strong ability to work independently, multi-task and set effective priorities.
Demonstrates strong ability to work as a team in an inclusive and collaborative manner.
Possesses strong interpersonal skills, a positive attitude, and a desire to help people.
Ability to work with staff in a constructive, professional, confidential, and productive manner to improve processes and provide training opportunities.
Capable of having challenging conversations while maintaining tact, diplomacy, and professionalism. Acts as a role model to other employees of stellar service and purpose.
Exhibits excellent verbal, written and interpersonal communication skills.
Maintains and has a history of an acceptable reliability and attendance record.
Have a desire for personal, professional, and innovative development for self and others.
Pass the pre-employment drug test and background check.

Nice To Haves

Three years of experience in a financial institution, preferably in a training or lead role.
Previous experience leading a team or project.

Responsibilities

Participates on project teams and contributes to the implementation of products and services offered by the credit union.
Contributes to the implementation of organizational objectives through learning materials and programs.
Influences organizational culture through learning materials, programs and mentorship.
Serves as an advocate for members and frontline staff on credit union projects and initiatives.
Creates, issues and monitors evaluations and assessments.
Contributes to data collection to drive training initiatives.
Contributes to class scheduling and initiates learner engagement.
Learns and deploys learning materials according to Kirkpatrick’s Learning Model.
Learns and develops learning events using the ADDIE method.
Researches and introduces innovative tools and techniques that are useful to the L&D team and organization.
Meets with stakeholders to gather data on expectations, priorities, opportunities, and focus.
Regularly performs and observes the positions they are training.
Collaborates with L&D team to determine priority, method, strategy, and facilitation of educational material.
Continually monitors and adjusts material and programs as needed.
Serves as a resource for staff questions, development, and training needs.
Communicates and trains any changes, upgrades, enhancements, or removal of systems.
Works with Director of Learning & Development to establish effective ongoing training programs and courses.
Participates in and facilitates regular meetings, roundtables, committees, and project teams.
Exercises good judgement when making decisions to maintain the standards of high-quality member service.
Collaborates with the compliance department to develop content to assist in closing competency gaps revealed during audit processes.
Collaborates with the Retail Operations team to develop content to assist in closing competency gaps revealed during branch observations and daily operations.
Assists in the analysis of the overall success of our training and development program, solicits feedback and suggestions from staff, and supports and implements changes to the programs.
Pursues personal professional development opportunities within the L&D industry.
Maintains knowledge of adult learning trends, instructional methodologies, and credit union operational updates.
Actively attends meetings and training sessions to remain up to date and maintain knowledge of policies, regulations, procedures, products, and legal requirements, including but not limited to the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations. Follows processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA). Completes required, annual BSA training to ensure comprehension of Branch Manager responsibilities that apply to BSA, including: CIP (Customer Identification Program), CDD (Customer Due Diligence), Beneficial Owner Identification and Verification, Prohibited Account Types, CTRs (Currency Transaction Report), SARs (Suspicious Activity Report), OFAC (Office of Foreign Assets Control), Monetary Instruments, Record Retention.
Other duties as assigned.