Learning & Development Specialist

Exciting Opportunity at Orange County's Credit Union

Learning and Development Specialist

CREDIT UNION’S PURPOSE:  Simple Banking.  For People, Not Profit.

CREDIT UNION’S CORE VALUES:  Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun

Workplace Excellence.  Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000 members, Orange County's Credit Union is currently $2 billion in assets & growing.

Generous benefits including:

• Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium
• Life insurance at no cost to employee.
• 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
• Vacation hours – 13 days per year and rolls over year to year, and increases with tenure 
• Sick hours – 7 days per year and rolls over year to year
• Paid Holidays – 11 days per year plus 3 partial days
• Annual performance merit increases 
• Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities    
• Annual discretionary bonus 
• Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.

POSITION SUMMARY:  The Learning & Development Specialist provides for the development, design, and delivery of Credit Union learning and development programs, including digital and blended learning solutions.  Advocates the Credit Union vision, mission & values.   Supports and communicates strategic action items which ensures quality member service, credit union growth and stability; and helps the credit union meet its established goals.  The L&D Specialist works closely with the Learning & Development leaders to maintain a high level of service quality.   Communicates training effectively to any size audience.  Interfaces with all Associates in a high energy, enthusiastic, positive and professional manner while supporting professional growth and continuous learning of Associates.

ESSENTIAL FUNCTIONS:

• Develops, designs and delivers training programs for Associates based on needs analysis.  Needs based delivery includes synchronous instructor-led workshops, self-directed asynchronous online training, presentations, and meetings.
• Designs, develops, and delivers curriculums, courses, and workshops in support of the learning and development efforts, including but not limited to: 

• Functional, soft skill, and leadership trainings
• E-learning and other web-based trainings
• Professional development programs

• Designs, develops, and produces facilitator manuals, participant guides, quick-reference guides, activities and job aides to support all training delivery.
• Continually evaluates and assesses needs of learning and development programs by gathering and analyzing feedback and metrics.  
• Collaborates with Subject Matter Experts and trainers to develop, update, and maintain training content.
• Measures the effectiveness of training and development initiatives, anticipate future training needs, and make suggestions to continually improve learning and development programs.
• Facilitates learning programs as needed to support corporate learning and development initiatives by using a variety of modalities such as video, Power Point, flipcharts, white boards, technology, etc.

ASSOCIATE EXPECTATIONS:

• Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. 

OTHER DUTIES: 

• Performs other work-related duties as assigned.

QUALIFICATIONS:

Experience/ Training/ Education:

• High School Education or Equivalent, plus two-year college degree in Education, Communication, or Business.  Bachelor’s degree preferred. 

• One to three years of experience in Learning & Development, as a facilitator, preferably with a financial institution.
• Exceptional proficiency in Microsoft Office (Word, Excel and Power Point) required.
• Experience with LMS Administration and eLearning authoring tools (Articulate, Captivate, etc.)
• Sales and Service and/or Supervisory experience preferred.
• Experience with eLearning authoring tools.

Knowledge/ Skills/ Abilities:

• Excellent communication skills. Ability to speak in public to large groups as well as small groups. At ease moderating both large and small groups. Ability to effectively present information in one-on-one and small group situations.
• Strong writing skills. Ability to write clear e-mails, simple correspondence, training manuals, handouts, and step by step training procedures. Includes high attention to detail in all written material.
• Ability to operate a personal computer including a full working knowledge and ability to utilize the following software programs:
  • Microsoft Office 365 (i.e., Word, Excel, Power Point, Outlook, Teams, SharePoint) 
  • Learning management system and online compliance software
• Understands Adult Learning theory and techniques.

The targeted hourly rate range is $30.30 to $37.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.

We perform thorough background checks, credit checks and pre-employment drug screening. EOE