Training & Development Specialist

The Training & Development Department supports our credit union’s mission by equipping employees with the knowledge, skills, and confidence to serve members well. This team designs and delivers onboarding, role-specific training, and ongoing development that strengthens performance, supports compliance, and promotes career growth. Our goal is to build capable, engaged employees who consistently deliver exceptional member experiences.

JOB TITLE:    TRAINING & DEVELOPMENT SPECIALIST

FLSA STATUS:    NON-EXEMPT
REVISED DATE:    12/18/2025

REPORTS TO:    MEMBER EXPERIENCE & DEVELOPMENT SUPERVISOR      
                    
PRIMARY FUNCTION:        
This position designs, delivers, and supports learning experiences that strengthen staff performance and enhance the member experience. Responsibilities include facilitating orientation and ongoing training, developing engaging content and assisting with Learning Management System (LMS) administration. The role also improves training materials and processes while providing backup support for the member survey program.

PRINCIPAL DUTIES/RESPONSIBILITIES:
1.    Organizes and conducts the end-to-end training of new employee orientation to ensure staff are well prepared and confident in their roles.
2.    Facilitates in-person and virtual training for member facing employees to improve the member experience and develops ongoing training based on policy, process, procedure, program, and product updates.
3.    Develops engaging training materials and eLearning content for all staff using department tools and programs ensuring instructional content aligns with organizational goals. 
4.    Responsible for the LMS administration, scheduling and assigning courses, managing user access, and making system updates as needed to ensure accurate and efficient operation. 
5.    Assists in evaluating, maintaining, and improving processes, procedures, and other training materials.
6.    Collaborates with the training team to identify, research and develop the member experience and staff development needs. 
7.    Travel throughout the various branches as needed to train and support the development of member facing staff. 
8.    Abide by lending authority as designated by policy.  
9.    Actively and thoughtfully communicating with their supervisor, planning their goals and development, taking accountability for their actions, and striving for excellence.

GENERAL DUTIES/RESPONSIBILITIES:
10.    Promote products and services.
11.    Attend all meetings as required. 
12.    Maintain clean and professional work area and appearance.
13.    Maintain positive public relations and promote credit union within the community.
14.    Complete educational programs as required.
15.    Perform the following commitments of service to each and every member at all times:
a.    Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
b.    Keep a smile in my voice as well as on my face.
c.    Answer the telephone by the third ring.
d.    Call people by name and thank them.
e.    Give people my full and undivided attention; focus on the person face to face and on the telephone.
f.    Take responsibility for solving the individual's problem instead of referring it to someone else.
g.    Deliver on commitments of action(s) to be taken, so excuses won't be necessary.
h.    Follow through on necessary action(s) to be sure the problem is solved.
i.    Know that what's important is not only who or what created the problem but how the problem can be corrected.
j.    Protect confidential information.
16.    Other duties as assigned.
 

REQUIREMENTS OF THE POSITION:
•    High school diploma or equivalent.
•    One to three years similar or related experience.
•    One to three years public speaking and presentation experience preferred.
•    Excellent communication and organizational skills.
•    Professional, pleasant outgoing personality.
•    Cash handling experience.
•    Ability to perform under pressure.
•    Ability to adapt to frequent changes.
•    Thorough knowledge of Credit Consumer laws.
•    Knowledge of all laws and regulations regarding this position.
•    Excellent analytical skills.
•    Ability to sell.
•    Team player.
•    Knowledge of credit union operations.
•    Computer knowledge.
•    Decision making skills.

PHYSICAL REQUIREMENTS:
Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

PHYSICAL ACTIVITIES:
The following physical activities will be required on a day-to-day basis: climbing, stooping, crouching, reaching, walking, pulling, fingering, feeling, hearing, balancing, kneeling, crawling, standing, pushing, lifting, grasping, talking, repetitive motions.  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed are representative, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions if they are otherwise qualified.

VISUAL/PERCEPTION ACTIVITY:
Administrative, Clerical, Data Entry operators, Inspection, (work at distances close to the eyes).

WORKING CONDITIONS:
The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work.)

HUMAN RELATION SKILLS NEEDED:
The ability to communicate effectively with members, staff, and contacts outside of the credit union in a polite, courteous timely, accurate and efficient manner. Patience in dealing with a difficult member.

INTERNAL TRAINING REQUIREMENTS:
Please refer to the credit union intranet for the internal training requirements for this position.

ANNUAL TRAINING REQUIREMENTS:
Compliance and Regulatory (BSA, OFAC, etc.)
Security Awareness Training
Diversity, Ethics, Sexual Harassment, and Sensitivity
 

Salary : $23 - $29