Training Specialist II

EdFed • Miami, FL

3d

About The Position

The Training Specialist II designs, delivers, and evaluates training that helps credit union staff serve members effectively and remain compliant. The position manages the full training cycle—from needs analysis and instructional design through delivery and measurement—for new-hire onboarding, member service, systems, lending, and regulatory compliance. Training is provided in person, virtually, and through e-learning.

The role administers the Learning Management System (LMS), maintains audit-ready training records, and serves as the training lead on organizational projects. It creates, updates, tests, and delivers launch-ready training content, working closely with the Director of Training, department leaders, project teams, and subject matter experts.

Requirements

• Ability to lead the full training cycle, from needs analysis through evaluation.
• Knowledge of adult learning principles and instructional design models such as ADDIE and SAM.
• Strong facilitation and presentation skills for small and large groups, in person and virtually.
• Clear writing skills for manuals, job aids, scripts, and e-learning.
• Working knowledge of credit union products, services, and key regulations, including BSA/AML, OFAC, Regulation E, Regulation CC, and privacy, or ability to learn quickly.
• Ability to measure training results and use data to improve programs.
• Strong organization and project management skills, including managing multiple projects and deadlines with minimal supervision.
• Sound judgment, problem-solving ability, and attention to detail.
• Ability to build productive relationships with leaders, subject matter experts, and learners at all levels.
• Proficiency in Microsoft Office 365, including Word, Excel, PowerPoint, Outlook, and Teams, and an LMS.

Responsibilities

• Collaborate with department leaders to identify skill gaps and training needs using surveys, observations, quality and audit findings, and performance data.
• Design and develop instructor-led, virtual, and e-learning content using adult learning principles and a structured model such as ADDIE. Create facilitator guides, participant workbooks, job aids, presentations, videos, and assessments.
• Build e-learning modules with authoring tools such as Articulate 360 or similar.
• Facilitate in-person and virtual training for new hires and existing staff on member service, products, core and digital banking systems, lending, and operations.
• Deliver and track required annual and department-specific compliance training in partnership with the Compliance department.
• Lead or support onboarding programs, including new-hire orientation and role-based training for branch and contact center staff.
• Train staff on new products, system upgrades, and policy or procedure changes.
• Coordinate third-party vendor training following core training, including serving as the main vendor contact, scheduling sessions, and tracking attendance and completion.
• Administer the LMS by uploading and updating courses, assigning curricula, managing enrollments, and running completion and compliance reports.
• Maintain accurate, audit-ready training records for regulatory examinations and internal audit.
• Measure training effectiveness using learner feedback, assessments, and performance or business results to help department leaders identify skill gaps and training needs.
• Conduct quarterly branch exchange days to evaluate training in the live environment; observe new learners, provide follow-up coaching, and observe new or changed processes in the live core system to keep training content current.
• Keep training manuals, job aids, and the resource library current.
• Recommend operational policy and procedure updates when training reveals gaps or unclear guidance.
• Serve as lead trainer on organizational projects, including system conversions, core and digital banking upgrades, new product launches, and process or policy changes.
• Attend project meetings, review requirements and workflows, and assess training impacts on affected staff.
• Create and update courses, job aids, guides, and e-learning to reflect new or changed systems, products, and procedures.
• Test training content and system procedures in test environments with project teams and subject matter experts to confirm accuracy.
• Deliver training on project timelines so staff are prepared for go-live, and provide refresher training and support.
• Help prepare and maintain the Training and Development calendar.
• Support planning and delivery of large events and meetings.
• Support member financial education and volunteer training as assigned.
• Coach and support peer trainers and subject matter experts who deliver training.
• Perform other duties as assigned.

What This Job Offers

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