Demo

Learning & Development Specialist

WCCU Credit Union
Westby, WI Full Time
POSTED ON 12/16/2025 CLOSED ON 1/16/2026

What are the responsibilities and job description for the Learning & Development Specialist position at WCCU Credit Union?

JOB REQUIREMENTS: The Learning & Development Specialist will research,

recommend, develop, and implement educational courses and quality

improvement efforts geared toward communication, improving

organizational productivity, and employee engagement throughout the

credit union. Primary emphasis is in the areas of new employee

onboarding, safety & security, leadership training along with regulatory

training for all credit union team members. Principal Duties and

Responsibilities: Develop and implement in-house training programs based

on identified needs. Define training objectives for the programs.

Research and obtain needed materials and supplies for each training

session. Lead administration of the on-line learning program for all

credit union team members. Establish course assignments, communicate

with learners, work with supervisors in course development. Maintain

current knowledge of credit union regulations along with up & coming

trends and new developments in training practices. Take a lead role in

new employee onboarding. Confer and work with supervisors to develop,

maintain, and initiate comprehensive employee training programs, which

will include new employee training, compliance with regulations,

employee development, and changes in policies, procedures, products,

regulations, technologies, etc. Develop and update credit union training

manuals & materials, job aids, reference library, testing and evaluation

procedures, multimedia visual aids, and other educational materials.

Research, develop, and implement leadership & supervisory management

training programs. Research and assist in contracting outside

consultants to provide in-house training programs. Provide continuing

education to staff regarding safety and security. May conduct a credit

union needs analyses to identify areas requiring developmental training.

Coordinate training sessions on credit union related topics for members

and/or the general public. In cooperation with the employee\'s

supervisor and the Human Resource Director, develop and implement career

path programs for employees and continually evaluate the effectiveness

of the programs. Formulate training policies, programs, and schedules.

Screen, test, and recommend employees for training programs, as needed.

Conduct follow-up assessments to determine additional training needs.

Assist in planning and implementing a cross-training program for each

department, maximizing utilization of credit union personnel during

periods of change in volumes of workloads. Maintain orderly files on

each training session with attention to complete and accurate detailing

of attendance and all problems or correspondence. Compile and analyze

data necessary to help the Vice President of Learning & Development

develop and monitor the training budget. Support and maintain the

employee engagement programs and initiatives that support WCCU\'s

organizational goals and culture. Participate in meeting and seminars to

obtain information useful for designing effective training programs and

integrate information into programs. May assist in the coordination of

employee attendance at outside training programs. Explain Credit Union

services and fees to members as needed. The Learning & Development

Specialist helps to ensure a high level of quality service to members

and supports the sales and service culture established by the credit

union. Perform other job-related duties as may be necessary to carry out

The Responsibilities Of This Position. Work Relationships And Scope

Reports directly to the Vice President of Learning & Development. Will

have regular contact with management, and employees of the Talent

department. Due to the nature of this position, will work with almost

all employees at WCCU on a regular basis. Performance Dimensions: Must

maintain the integrity of confidential business information and follow

all guidelines on confidentiality. Provide outstanding services o

co-workers & members. Possess the ability to attend to numerous details

with frequent interruptions under the stress of maintaining courteous,

effective, and timely relations with a variety of individuals and

personalities. Promotes quality, accuracy, timeliness, reliability, and

thoroughness of work performed. Is punctual, flexible, reliable, and

demonstrates a friendly and helpful attitude. Possess ability to gain

the trust and respect of members, management, and employees. Also

maintains a positive, professional, team-oriented working relationship

with staff and outside vendors. Enhance job growth through continuing

education, as required or necessary. \*\*\*\*\* OTHER EXPERIENCE AND

QUALIFICATIONS: Knowledge of effective training practices required.

Three to five years work experience training and/or public speaking

required. Extensive knowledge of credit union industry, terminology

(including acronyms), positions and responsibilities helpful.

Professional, well-developed communication and presentation skills

necessary for providing training to new and current employees.

Professional, Well-developed Interpersonal Skills Essential For

projecting a positive image as a representative of the Credit Union.

Ability to travel to other branch locations, as necessary. Ability to

work with a wide range of personalities in a courteous, effective, and

efficient manner. Knowledge and ability to apply current financial

service industry standards, laws, and regulations. Ability to present

ideas, report facts and other information clearly and concisely. Basic

knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint).

Proficient operation of a variety of general office equipment such as a

computer, software applications, typewriter, copier, calculator,

telephone, copy machine, fax machine and other similar devices or

programs related to the position. \*\*\*\*\* APPLICATION INSTRUCTIONS:

Apply Online

https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union

Salary.com Estimation for Learning & Development Specialist in Westby, WI
$77,005 to $95,902
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