Learning Engagement Business Partner

11d68cf5-f98a-4afe-ba33-d088c40e2f11 • Santa Ana, CA

7d • $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 Orange County’s Federal Credit Union. The role partners with departments to identify performance opportunities, assess learning needs, and align development solutions with organizational goals, member experience expectations, and regulatory requirements. As a trusted consultant, the position helps ensure learning programs improve employee capability, engagement, leadership growth, operational excellence, and business results through facilitation, solution development, and performance consulting.

As part of a full-service L&D team, the role collaborates with instructional designers, facilitators, LMS administrators, leadership development specialists, business stakeholders, and other colleagues to create and implement learning strategies. It builds relationships with business leaders, conducts needs assessments, develops learning roadmaps, manages learning projects, facilitates programs, designs learning solutions, evaluates outcomes, and supports organizational change and adoption of new systems, processes, and strategies.

The position is currently hybrid-eligible, with three pre-assigned on-site days each week. California residency and living within a 50-mile commute of the headquarters in Santa Ana are required. Pre-employment background and credit checks are required. The targeted hourly rate is $32.00 to $39.00, with the final offer based on experience, education, training, certifications, and specialized skills.

Requirements

• At least 5 years of experience in Learning & Development, Organizational Development, or Talent Development in a corporate environment.
• Strong performance consulting and needs assessment skills.
• Ability to align learning initiatives with business strategy.
• Strong relationship-building and stakeholder-management skills, including the ability to influence without direct authority.
• Excellent presentation, facilitation, and verbal and written communication skills.
• Experience interpreting business metrics and learning analytics.
• Knowledge of adult learning principles and instructional design methodologies.
• Knowledge of change management principles.
• Proficiency with learning technologies, learning management systems, and Microsoft 365 applications.
• Strong project management and organizational skills, including the ability to manage multiple projects and stakeholders simultaneously.
• Ability to thrive in a fast-paced, changing, and results-driven environment; prioritize and multitask; and work independently or as part of a team.
• Ability to accurately perform mathematical calculations and create and maintain accurate, reliable records.
• Professional, positive interpersonal manner and ability to communicate effectively by telephone.
• Knowledge of credit union rules, regulations, and policies.
• California residency and residence within a 50-mile commute of the Santa Ana headquarters.
• Successful completion of required pre-employment background and credit checks.

Nice To Haves

• Bachelor’s degree in training and development, Organizational Development, Business Administration, or a related field.
• Experience in financial services, banking, or a credit union.
• Business partner, consultant, or relationship manager experience.

Responsibilities

• Build relationships with leaders and stakeholders across the credit union and consult with business units about strategic objectives, workforce challenges, and performance gaps.
• Conduct needs assessments and translate business needs into learning and talent development solutions.
• Advise on employee development, change management, and onboarding.
• Collaborate with L&D colleagues to design and implement learning initiatives and develop learning roadmaps aligned with business priorities.
• Partner with subject matter experts to ensure learning content is accurate and relevant to the business.
• Support enterprise initiatives involving digital transformation, compliance, sales and service excellence, and employee engagement.
• Manage learning projects from assessment through implementation and evaluation, meeting timelines, quality standards, and stakeholder expectations.
• Facilitate alignment meetings with department leaders and stakeholders, promote learning-program adoption, gather feedback, and advocate for L&D across the organization.
• Use performance consulting to identify root causes and recommend solutions such as training, coaching, process improvements, job aids, or change management.
• Analyze performance metrics and learning outcomes, measure effectiveness and business impact, and present findings and recommendations to leadership.
• Facilitate instructor-led, virtual, and blended learning for employees, leaders, and cross-functional teams.
• Deliver engaging learning experiences and adapt facilitation methods for diverse learner groups and experience levels.
• Facilitate professional development, service excellence, sales effectiveness, compliance, and operational training.
• Create inclusive learning environments; assess learner understanding; and improve facilitation using participant feedback, observation, and performance outcomes.
• Maintain expertise in facilitation best practices and use learning technologies, virtual platforms, and classroom tools to support engagement and accessibility.
• Design and develop learning solutions in modalities including instructor-led training, virtual learning, e-learning, blended learning, microlearning, job aids, videos, infographics, and process-support materials.
• Apply adult learning principles, instructional design methodologies, and learning best practices; develop measurable objectives, assessments, and evaluation strategies.
• Collaborate with subject matter experts to gather content, validate learning objectives, and ensure accuracy and regulatory compliance.
• Create learning materials for onboarding, technical training, compliance, leadership development, sales and service excellence, and professional growth.
• Maintain and update learning content to reflect business needs, regulations, and processes, and use digital tools to improve engagement, accessibility, and learner experience.
• Support organizational change through communications, training, and engagement strategies; assist employees and leaders in adopting new processes, technologies, and business practices.
• Promote continuous learning and professional development, comply with BSA and credit union policies and regulatory requirements, complete assigned training, and maintain regular and predictable attendance.
• Practice the credit union’s service philosophy, support its strategic plan and values, promote products and services when appropriate, communicate progress, work cooperatively, and care for equipment while following safety and security guidelines.

Benefits

• Comprehensive health coverage through Anthem, Delta Dental, and VSP, effective from the first day.
• Life insurance at no cost.
• 401(k) plan with employer match up to 6%.
• 13 vacation days and seven sick days annually.
• Paid holidays.
• Annual merit increases.
• Discretionary bonuses.
• Referral bonuses.
• Educational grants up to $1,000 per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed