Learning and Development Specialist

About Blackhawk Community Credit Union
Blackhawk Community Credit Union began in 1965 with the Fisher Body Division of General Motors Janesville and office employees of UAW Local 95. Over the last 59 years, we have grown in locations, membership, and technology. Today, we serve over 45,000 members and are committed to partnering with our community members during all stages of their lives. Our mission is simple: empowering members to reach financial goals. From a toolbox to 10 branches, Blackhawk Community Credit Union has grown into a financial institution proud to serve members across Southern Wisconsin and Northern Illinois.

Benefits

We value our employees and their future and recognize their contribution to our success. That’s why we offer competitive wages and a comprehensive health, dental, and vision insurance package. We also provide paid time off, life insurance, disability, FSA, and 401(k) retirement benefits with employer match up to 5%.

Job Overview

The Learning and Development Specialist is a key member of our collaborative team responsible for training, education, and staff development. This role actively partners with retail teams and department leaders to design and deliver engaging learning experiences using diverse styles and methods. The Learning and Development Specialist ensures that employees have the tools and knowledge to succeed while fostering a culture of continuous improvement.

• 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.

• Maintains current knowledge of training industry trends, tools and methodologies.

• 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 department director 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 Member Experience 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.

• 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:

o CIP (Customer Identification Program)

o CDD (Customer Due Diligence)

o Beneficial Owner Identification and Verification

o Prohibited Account Types

o CTRs (Currency Transaction Report)

o SARs (Suspicious Activity Report)

o OFAC (Office of Foreign Assets Control)

o Monetary Instruments

o 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.

PREFERRED 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, MENTAL, AND VISUAL SKILLS)

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.

Blackhawk Community Credit Union is an Equal Employment Opportunity (EEO) employer. It is the policy of BHCCU to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.