Learning Engagement Business Partner

O. C. Credit Union • Santa Ana, CA

8d • $32 - $39 • Hybrid

About The Position

The Learning Engagement Business Partner serves as the strategic link between Learning & Development (L&D) and business leaders across the credit union. This role partners with departments to identify performance opportunities, assess learning needs, and align development solutions with organizational goals, member experience expectations, and regulatory requirements. The Learning Engagement Business Partner acts as a trusted consultant, ensuring learning programs drive employee capability, engagement, leadership growth, operational excellence, and business results through engagement facilitation, solution development, and performance consulting.
As a key member of a full-service Learning & Development team, this role collaborates with other L&D team members (e.g., instructional designers, facilitators, LMS administrators, leadership development specialists, business stakeholders) to create and implement impactful learning strategies.

Requirements

• Bachelor’s degree in training and development, Organizational Development, Business Administration, or related field preferred.
• 5+ years of experience in Learning & Development, Organizational Development, or Talent Development experience in a corporate environment.
• Financial services, banking, or credit union experience strongly preferred.
• Proven business partner, consultant, or relationship manager experience preferred.
• Proven ability managing multiple projects and stakeholders simultaneously.
• Proven ability to thrive in a fast-paced and ever-changing environment.
• Strong performance consulting and needs assessment skills.
• Knowledge of credit union rules, regulations, and policies.
• Knowledge of adult learning principles and instructional design methodologies.
• Ability to align learning initiatives with business strategy.
• Strong relationship-building and stakeholder management skills.
• Excellent presentation, facilitation, and communication abilities.
• Effective communication skills both verbally and in writing and excellent telephone manner.
• Experience interpreting business metrics and learning analytics.
• Ability to accurately perform mathematical calculations.
• Ability to create and maintain accurate reliable records.
• Knowledge of change management principles.
• Proficiency with learning technologies, learning management systems, and Microsoft 365 applications.
• Ability to influence without direct authority.
• Strong project management and organizational skills.
• Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively.
• Ability to interface with others in a positive and professional manner.
• Goal-oriented with a desire to work in a fast-paced and results-driven environment.
• Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.

Responsibilities

• Build strong relationships with leaders and stakeholders across the credit union.
• Consults with business units to understand strategic objectives, workforce challenges, and performance gaps.
• Conducts needs assessments to identify learning, performance, and development opportunities.
• Translates business needs into learning and talent development solutions.
• Acts as a trusted advisor on employee development, change management, and onboarding.
• Collaborate with L&D team members to design and implement comprehensive learning initiatives.
• Develops learning roadmaps that support departmental and organizational priorities.
• Partners with subject matter experts to ensure content accuracy and business relevance.
• Supports enterprise-wide initiatives including digital transformation, compliance, sales and service excellence, and employee engagement.
• Manages learning projects from assessment through implementation and evaluation.
• Facilitate alignment meetings with department leaders and key stakeholders.
• Promote awareness and adoption of learning programs and development resources.
• Gathers feedback to continuously improve learning offerings and employee experiences.
• Serve as an L&D ambassador and advocate throughout the organization.
• Applies performance consulting principles to identify root causes of business challenges.
• Recommends appropriate solutions, including training, coaching, process improvements, job aids, or change management strategies.
• Analyzes performance metrics and learning outcomes to measure effectiveness and business impact.
• Presents findings, recommendations, and progress updates to leadership.
• Facilitates instructor-led, virtual, and blended learning programs for employees, leaders, and cross-functional teams.
• Delivers engaging learning experiences that promote participation, discussion, practice, and knowledge retention in alignment with industry standards and best practices.
• Adapts facilitation techniques to meet the needs of diverse learner groups and varying levels of experience.
• Facilitates professional development, service excellence, sales effectiveness, compliance, and operational training programs.
• Creates a positive learning environment that encourages collaboration, inclusion, and continuous learning.
• Assesses learner understanding through discussions, activities, demonstrations, and knowledge checks.
• Continuously evaluates and improves facilitation effectiveness through participant feedback, observation, and performance outcomes.
• Serves as a subject matter resource for assigned learning programs and maintain expertise in facilitation best practices.
• Utilizes learning technologies, virtual platforms, and classroom tools to enhance learner engagement and accessibility.
• Supports change management initiatives by preparing employees to adopt new systems, processes, and organizational strategies.
• Designs and develops learning solutions using a variety of modalities, including instructor-led training, virtual learning, e-learning, blended learning, microlearning, job aids, videos, infographics, and process support documents and tools.
• Applies adult learning principles, instructional design methodologies, and learning best practices to create engaging and impactful learning experiences.
• Collaborate with subject matter experts to gather content, validate learning objectives, and ensure content accuracy and regulatory compliance.
• Develops measurable learning objectives, assessments, and evaluation strategies to ensure learning effectiveness and knowledge transfer.
• Creates learning materials and resources that support employee onboarding, technical training, compliance requirements, leadership development, sales and service excellence, and professional growth.
• Manages learning projects from concept through implementation, ensuring timelines, quality standards, and stakeholder expectations are met.
• Partners with Learning Engagement Business Partners and business leaders to align learning solutions with organizational priorities and performance goals.
• Maintains and updates learning content to ensure relevance, accuracy, and alignment with changing business needs, regulations, and processes.
• Leverages learning technologies and digital tools to enhance engagement, accessibility, and learner experience.
• Supports organizational change initiatives through communication, training, and engagement strategies.
• Assists leaders and employees in adopting new processes, technologies, and business practices.
• Promotes a culture of continuous learning and professional development.
• Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences.
• Cross sells and promotes credit union products and services as opportunities arise.
• Exhibits the Leaders at All Levels concept of Leading yourself, Leading Up, Leading across Teams, and Leading the Team.
• Utilizes personal Strengths to contribute to the Team and the credit union’s success, and exercise awareness of, and utilizes the strengths of others.
• Possesses knowledge of and complies with Bank Secrecy Act (BSA).
• Effectively conveys information. Communicates with immediate supervisor and the team keeping others advised of progress and/or situations.
• Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization.
• Supports and contributes to the credit union’s strategic plan, mission, vision, and values.
• Maintains good housekeeping, safety and security measures.
• Displays professional appearance.
• Utilizes stress in a productive manner and works well under pressure.
• Cooperates with supervisor and with other credit union associates. Projects good will and a positive credit union image.
• Complies with all Orange County’s Federal Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training.
• Has regular and predictable attendance which is essential.
• Cares for equipment and follows proper guidelines for use.

Benefits

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level