Learning and Development Asst

Job Summary 

The Learning & Development (L&D) Assistant is a key member of the Learning & Development team, responsible for supporting the coordination, administration, communication, and day-to-day operations of the organization's training and employee development programs. This role provides administrative and logistical support to ensure training initiatives are delivered efficiently and effectively while promoting a positive learning experience for employees, internal clients, facilitators, and business partners.

The L&D Assistant manages training schedules, registrations, learning systems, training room logistics, virtual learning sessions, communications, reporting, and department resources. The position serves as a primary point of contact for training-related inquiries and supports the successful execution of instructor-led, virtual, and self-paced learning programs.

This role requires strong organizational skills, attention to detail, professionalism, adaptability, and a customer-focused mindset. The ideal candidate demonstrates initiative, follows through on commitments, and thrives in a collaborative, fast-paced environment with changing priorities. The position offers opportunities for professional growth through increased responsibility, project participation, cross-functional partnerships, and hands-on learning within the Learning & Development function.

Key Responsibilities

• Coordinate and manage multiple projects, timelines, and deliverables while ensuring a high level of accuracy, organization, and follow-through.


• Build and maintain positive working relationships with internal and external stakeholders across the organization.


• Serve as a responsive, customer-focused resource, anticipating needs and resolving issues in a timely, professional manner.


• Partner with team members and business units to support organizational goals and ensure successful execution of learning and development initiatives.


• Track, prioritize, and complete administrative and operational responsibilities while meeting established deadlines.


• Identify opportunities to streamline processes, improve efficiency, and enhance employee and stakeholder experience.


• Support departmental initiatives with a collaborative, service-oriented approach.


• Coordinate training communications and materials, including course announcements, invitations, reminders, pre-work assignments, participant materials, and follow-up communications.


• Provide administrative support for Learning & Development operations, including monitoring the department mailbox, answering department inquiries, and assisting employees and internal clients.


• Partner with L&D Trainers and management to develop, maintain, and publish quarterly training calendars.


• Enter, update, and maintain training classes, rosters, and learning records within the Learning Management System (LMS).


• Support general reporting functions and maintenance of eLearning programs and records.


• Create, update, and maintain training-related documentation, including spreadsheets, process guides, worksheets, presentations, and reference materials.


• Assist with project research and information gathering to support department initiatives.


• Manage and distribute mystery shop documentation and reporting materials.


• Coordinate distribution of employee recognition items, certificates, awards, and training completion materials.


• Support the administration and maintenance of the Learning Management System (LMS), including course setup, updates, reporting, and participant tracking.


• Produce and support virtual training sessions, webinars, and online meetings.


• Assist facilitators with technology setup, troubleshooting, and participant support during virtual learning events.


• Coordinate and distribute digital learning resources and course materials.


• Manage the Learning & Development calendar and coordinate scheduling for training rooms, meetings, and department events.


• Oversee day-to-day operations of training facilities, ensuring rooms are organized, professional, and ready for use.


• Coordinate room setup, furniture arrangement, audiovisual equipment functionality, training supplies, refreshments, and overall room readiness.


• Maintain inventory and ensure ongoing upkeep and stocking of training rooms and department resources.


• Support general organization and continuous improvement of office spaces, files, records, and departmental materials.


• Coordinate mail distribution and correspondence responses as appropriate.


• Provide inter-branch pickup and delivery support for training materials, supplies, and department resources.


• Prepare office supply requests, obtain approvals, place orders, receive deliveries, and maintain inventory.


• Support L&D leadership with calendar management, scheduling, meeting coordination, and administrative activities as needed.


• Maintain accurate records, filing systems, and departmental documentation to support efficient operations and compliance requirements.


• Perform other duties and special projects as assigned by management.

Compliance Responsibilities 

Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements.

Required Knowledge 

• Understanding of Farmers & Merchants Bank policies, procedures, operations, products, services, and organizational practices.


• Knowledge of learning and development administration, training coordination, and employee development support functions.


• Expertise in online learning programs, virtual learning environments, and Learning Management System (LMS) functionality, including course scheduling, enrollment management, reporting, and learner tracking.


• Strong customer service skills with the ability to build positive relationships and provide responsive support to employees, managers, vendors, and business partners.


• Excellent verbal, written, and interpersonal communication skills.


• Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.


• Ability to coordinate projects, training events, and administrative processes while maintaining a high degree of accuracy and follow-through.


• Proficiency in Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, Forms, Teams, and other collaboration and productivity tools.


• Working knowledge and practical application of Microsoft Copilot and other AI-enabled productivity tools.


• Experience using and supporting virtual training platforms, including Zoom and Microsoft Teams.


• Ability to learn and adapt to new technologies, systems, and business processes.


• Strong problem-solving and critical-thinking skills with the ability to identify and implement process improvements.


• Ability to handle confidential and sensitive information with discretion, professionalism, and sound judgment.


• Ability to work independently while also contributing effectively as a member of a collaborative team.


• Direct experience administering or supporting ProSight Learning Management System (LMS) or similar learning management platforms.


• Experience supporting corporate training, employee development, learning administration, or human resources functions.


• Familiarity with eLearning administration, virtual event production, learning technologies, and content management processes.


• Experience creating reports, maintaining training records, and supporting learning analytics and compliance tracking.


• Knowledge of banking operations, products, services, and regulatory requirements preferred.

Knowledge, Skills and Abilities 

• Demonstrates a growth mindset and commitment to continuous learning, development, innovation, and self-improvement. 


• Exhibits strong project coordination and organizational skills with the ability to effectively manage multiple priorities, deadlines, and competing demands. 


• Builds productive relationships and partnerships through strong interpersonal, collaboration, and communication skills. 


• Demonstrates a commitment to delivering exceptional customer service and creating positive experiences for employees, managers, and business partners. 


• Maintains a high level of accuracy and attention to detail while ensuring timely and thorough follow-through on assignments and commitments. 


• Works independently with minimal supervision while exercising sound judgment, initiative, and problem-solving skills. 


• Effectively manages time, tasks, and resources to achieve desired outcomes and meet established deadlines. 


• Maintains a positive, professional, and collaborative approach when interacting with stakeholders at all levels of the organization. 


• Adapts quickly to changing priorities, new challenges, evolving business needs, and shifting workloads. 


• Demonstrates flexibility and a willingness to assume new responsibilities and support team objectives as organizational needs evolve. 


• Possess strong organizational, planning, and administrative skills with the ability to maintain accurate records and documentation. 


• Effectively presents information in a clear, organized, and professional manner; demonstrates procedures and responds to questions confidently and appropriately. 


• Maintains the highest level of confidentiality and discretion when handling sensitive employee, business, and training-related information. 


• Fosters an inclusive, team-oriented environment and actively contributes to the success of team goals and departmental initiatives. 


• Demonstrates strong critical-thinking and problem-solving abilities, identifying opportunities for process improvement and operational efficiency. 


• Anticipates stakeholder needs and proactively takes action to support successful outcomes and service delivery. 


• Embraces technology and learning tools to improve productivity, communication, and operational effectiveness.

Equipment Operated 

• Operates standard electronic computers and customary office equipment required to perform essential job functions.


• Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA).

Physical Requirements & Work Environment 

The physical demands and work environment characteristics described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Nothing in this description is intended to limit the availability of reasonable accommodation under applicable law.

• Ability to perform repetitive movements associated with office and computer-based work.


• Ability to sit and or stand for extended periods of time to perform essential job functions.


• Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation.


• Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment.


• Work is primarily performed in an office environment with a controlled temperature and standard office conditions.

Education and Experience 

• High school diploma, GED, or equivalent combination of education and experience.


• Experience coordinating multiple tasks, projects, schedules, or business activities within a professional office environment.


• Demonstrated ability to manage competing priorities, maintain organization, and meet deadlines with a high degree of accuracy.


• Strong administrative, customer service, and organizational skills.


• Banking, financial services, or regulated industry experience preferred.


• Experience coordinating virtual meetings, webinars, or training events using platforms such as Microsoft Teams or Zoom.


• Familiarity with reporting, data tracking, and maintaining operational or training records.


• Experience utilizing AI-enabled productivity tools, such as Microsoft Copilot, to support administrative efficiency and business processes.

Minimum Absence Requirement

Some positions within the Bank have been designated as sensitive positions due to access to critical systems, records, or processes. In accordance with Bank policy and sound internal‑control practices, employees in sensitive positions are required to complete a mandatory consecutive absence from essential duties each calendar year to support segregation of duties and independent review.

The required absence will be scheduled in coordination with management to ensure continuity of operations. Administration of absence, including paid or unpaid status, will comply with all applicable federal, state, and local wage and hour and leave laws, including California requirements.

Exempt from Minimum Absence Requirement:

• This position is classified as a non‑sensitive position and is not subject to the annual minimum absence requirement.

Officer Title Eligibility 

For qualified positions, the Bank may designate an Officer Title based on the role’s job level, scope of responsibility, and alignment with established competency frameworks. Eligibility for an Officer Title designation is contingent upon the employee meeting defined competency, performance, and experience requirements and is governed by applicable Bank policies, governance standards, and required approval processes.

• This position is not eligible for an Officer Title.

Compensation

The listed range represents the full compensation range for this position. Placement within the range will be determined based on factors including skills, relevant experience, job‑related qualifications, geographic location, and internal equity, in accordance with Bank compensation policies.

• Non‑Exempt Hourly Rate: $20.50 – $30.50 per hour

Disclaimer

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other duties as assigned, consistent with business needs and applicable law.

Farmers and Merchants Bank of Long Beach reserve the right to modify, amend, or discontinue job duties or requirements at any time. Nothing in this job description creates a contract of employment, either express or implied, or alters the at‑will nature of employment.

07.16.26