Job Description

Learning & Development Specialist

Job Classification: Full Time

FLSA Status: Exempt

Department: Learning & Development

Reports To: Director of Learning & Development

Senior Leader: Chief Experience Officer

Job Overview

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.

Major Tasks, Responsibilities and Key Accountabilities

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.

QUALIFICATIONS and COMPETENCIES

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.

EDUCATION and EXPERIENCE

Bachelor’s Degree in a related field or an equivalent level of knowledge, skills and abilities typically acquired through work experience.
Three years of experience in a financial institution, preferably in a training or lead role.
Previous experience leading a team or project.

OTHER (PHYSICAL and ENVIRONMENTAL)

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).

Ability to move about and communicate with a diverse membership and employee group.
Ability to accomplish the described responsibilities using computers and technology.
Ability to sit and/or stand for extended periods of time.
Ability to work in a changing, challenging, and fast paced work environment.
Variable stress levels.
Provide own transportation.
Occasional business travel.

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

CULTURAL VALUES & EXPECTATIONS

As a Learning & Development Specialist, you are expected to embody and promote the core cultural values of Blackhawk Community Credit Union. These values guide daily interactions, decision-making, and leadership style, ensuring a positive environment for members and employees.

Member-Centric Service - Consistently prioritize the needs and well-being of members, while keeping the credit union’s best interests top of mind. Strive to exceed service expectations, build trust, and foster long-term relationships through empathy, active listening, and personalized solutions.
Integrity & Accountability - Demonstrate honesty, transparency, and ethical behavior in all actions. Take responsibility for outcomes, follow through on commitments, and hold yourself and others accountable to high standards.
Collaboration & Teamwork - Foster a supportive, inclusive, and cooperative work environment. Encourage open communication, respect diverse perspectives, and work together to achieve branch and organizational goals.
Continuous Learning & Growth - Embrace opportunities for personal and professional development. Support staff learning, share knowledge, and seek feedback to improve processes and service delivery.
Community Engagement - Actively participate in local partnerships, volunteer initiatives, and outreach activities. Represent the credit union with professionalism and enthusiasm, strengthening community relationships and visibility.
Adaptability & Resilience - Maintain a positive attitude and composure in a fast-paced, changing environment. Demonstrate flexibility, resourcefulness, and a willingness to embrace new challenges and opportunities.
Respect & Inclusion - Treat all members and colleagues with dignity and respect, regardless of background or beliefs. Promote an environment where everyone feels valued, heard, and empowered to contribute.

CAREER PATH

The Learning & Development Specialist position at Blackhawk Community Credit Union serves as an essential leadership role, combining training facilitation, curriculum development, organization learning support, and cross-functional collaboration with the credit union’s core cultural values. Most Learning & Development Specialists achieve high proficiency after a minimum of 3 years in the role. The rate at which an individual develops expertise depends on a variety of factors, including the volume of organizational initiatives, the complexity of learning programs, and the individual’s ability to analyze needs, design effective learning experiences, and manage multiple priorities with accuracy and adaptability.

Upon mastering the Learning & Development Specialist role, employees may have an opportunity to advance into the following positions:

Content, Resource, & Design Specialist
Project Manager
Business Analyst
Director of Learning & Development

Learn more about this Employer on their Career Site

Learning and Development Specialist