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Learning & Development Specialist - Summit Credit Union

Job Posted: Jun 21, 2022
Job Expires:
Aug 1, 2022


Summit Credit Union has an exciting opportunity to join our Learning & Development team as a Learning and Development Specialist. In this role you will be responsible for maximizing the effectiveness of member facing colleagues by determining and solving training needs that build relationships, drive revenue and assist in achieving goals. The learning and development specialist will assess, analyze, plan, research, design, develop, implement, evaluate, monitor and maintain training and development programs that meet the training needs for all credit union staff with supervision.


  • The Learning and Development Specialist works closely with the VP of Learning and Development, Learning and Development colleagues, Human Resources partners, and educators across the organization. 
  • Using cross-departmental collaboration and consulting skills, this individual will: Serve as a primary trainer of (operational and sales) courses that comprise the Retail Onboarding Program’s curriculum.
  • Provide mentoring support to new retail branch tellers and lenders with guidance from the L&D Lead, and the Senior L&D Specialist – Employee Onboarding and Mentoring Programs Execute the delivery of learning solutions that meet the objectives of Financial Empowerment’s High School Intern Program
  • Partner with the L&D Instructional Designer and Technologist to support: projects/programs for business partners (i.e. new product/service rollouts, technology/systems launch, etc.), and L&D which require effective and engaging instructional design solutions, hybrid or online learning events that align with departmental and/or organizational goals
  • Ensure the integrity and business impact of learning initiatives.

Approximate time breakdown

  • 65% - Lending/Teller Trainer* and Mentor
  • 25% - Instructional Design support (for E-Learning & Consulting Projects)
  • 5% - HS Branch Internship Program & Back-up training support (i.e. Contact Center)
  • 5%  - Misc. (Reporting, Communications, etc.) 
  • *In support of SCU’s expanding footprint, the ability to travel up to 20% is required.
  • Support Floats/Trainers with basic training & mentoring in regions.

Essential Functions

  • This position strengthens the learning culture and drives organizational growth and success through the following role responsibilities which require: leadership, consulting, onboarding and mentoring, relationship management, and content design and development skills.
  • Lender/Teller Onboarding Program - Course Facilitation and Mentoring
  • This role serves as a primary facilitator and mentor for the Retail Onboarding Program.   
  • Together with the two program owners, the L&D Specialist provides critical support and guidance to new hires and their managers and mentors to ensure the newest members of Summit Credit Union have a positive onboarding experience, quickly assimilate to SCU’s culture, and feel like contributing members of the team. 
  • Program success is dependent upon the L&D Specialist’s ability to: Secure course logistics and prepare all course materials, Serve as a primary facilitator of advanced operations and sales courses via in-person (ILT) and virtual instructor-led training (vILT)
  • Travel to branches as needed to mentor participants and support managers in coaching the application of learning
  • Deliver clear, timely and effective communications to managers, mentors and participants
  • Support the L&D Lead’s coaching of Retail Floater/Trainers and Subject Matter Experts on training delivery, and effective mentoring
  • Maintain the integrity of lender/teller courses by advising course owners of product, service, procedural and regulatory changes that impact course content Support course owners in conducting regular audits that: Ensure objectives align with business needs, and Increase stakeholder engagement and support
  • Ensure the integrity of program results, by monitoring the completion of pre-work, evaluations, surveys, and other measures
  • Instructional Design & Learning Technology Support (for E-Learning & Consulting Projects)
  • The L&D Specialist has a passion for growing their skills in learning systems and instructional design to enhance the learner experience. 
  • With the support and guidance of the Instructional Designer and Technologist the L&D Specialist will: Support the development and execution of needs-based solutions for a variety of learner segments that may include: new hires, employee resource groups, sales/service teams, system users, leadership cohorts, and more
  • Using design and content creation software, design e-learning solutions that enable a blended, interactive learning experience that aligns with SCUs culture and strategic priorities
  • Curate and continuously monitor SCUs e-learning content to maintain the integrity of e-learning solutions
  • Research ID trends, identify best practices and develop learning solutions for instructional design and delivery improvements using multi-media, adult learning theory and e-learning techniques
  • Build and test learning assets in the LMS (i.e. courses, e-learning, materials, videos, curricula, etc.)
  • Serve as a SME on projects as assigned, supporting established timeframes, scope, and resources HS Branch Internship Program
  • Learning & Development supports educators across the organization. 
  • The L&D Specialist supports Financial Empowerment’s High School Intern Program. 
  • Ensuring this program is a success requires: Strong working relationships with all program stakeholders Partnership with HR to ensure alignment with the established program guidelines
  • Advance planning with the program owner to ensure the necessary resources are available when needed to support this program
  • Timely delivery of learning solutions that meet the objectives of Financial Empowerment’s High School Intern Program
  • Mentor support for program participants Information, support tools and learning resources are visible, current and accessible when interns need it
  • Work with the VP, L&D and stakeholders to establish program success metrics
  • Project/program sponsors and stakeholders are informed of key performance indicators (i.e. participant satisfaction) through timely program reports

This position also

  • Contributes to the creation of a learning environment that fosters effective adult learning opportunities and supports desired performance outcomes
  • Serves as a back-up trainer for sales, onboarding and mentoring programs.
  • Supports the Senior L&D Specialist in strengthening the mentoring component of the onboarding journey to identify, nurture and equip mentors across the organization
  • Ensures the integrity of LMS data related to courses owned including accurate course descriptions and objectives, session availability, attendance, etc.
  • Runs basic reports as needed for the creation of program reporting
  • Promotes awareness of learning resources through effective communications leveraging the appropriate channel(s) at the appropriate time, ensuring alignment with the Extended Communications Team’s calendar
  • Participates in team meetings to share knowledge and make sure team members are informed of developments in programs, projects, and initiatives
  • Evaluate the effectiveness of training solutions using appropriate methodologies (i.e., ROI Methodology or Kirkpatrick’s Levels of Evaluation)
  • Actively participates project teams for new and updated products/services, technologies, etc. as requested.
  • Works closely and collaboratively with the project team fostering positive working relationships
  • Spend time in branches, the Contact Center and other member-contact areas to enhance expertise, observing employee/member interactions and providing job coaching and feedback as appropriate

Additional Functions

  • Monitor trends and regulatory changes within the learning specialist’s specialized area of knowledge.
  • Research, assess, determine, and implement quality, process and productivity improvements.
  • The Learning & Development Specialist does not have direct reports; however, this position is responsible for general supervision of employees throughout the training period, including: Enforcement of employee guidelines Training and instruction
  • Assignment and review of work
  • Acting on employee issues
  • Comply with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).
  • Assist with additional projects and other duties as assigned by departmental leadership. 


  • Three to five years of related lending, retail branch, or related organization wide talent development experience required.
  • Summit branch or other member-facing department experience strongly preferred.
  • Must have professional, well-developed written and oral communication skills necessary for developing and delivering training to new and current employees
  • Have a strong knowledge of the credit union positions and functions
  • Significant experience and demonstrated ability related to public speaking, presentation and facilitation skills is required
  • Must have extensive knowledge of adult training methods, theories, concepts, and techniques Solid judgment is required.
  • Must analyze complicated factual situations, apply functional principles, and develop solutions
  • Bachelor’s Degree in Education, Human Resources or a related field, or the equivalent work experience required APTD (Associate Professional in Talent Development) certification preferred.
  • Intermediate mathematical skills required (arithmetic calculations and concepts involving decimals, percentages, fractions, etc.)
  • Proficiency using the following Microsoft software is required including Word, Excel, PowerPoint, and Outlook Demonstrated proficiency using some or all the following software and applications is preferred (or willingness to acquire): Microsoft Teams (and Apps) Adobe Captivate Articulate Storyline and Rise Adobe Suite including Photoshop and Illustrator Web-conferencing software (i.e., WebEx, Zoom, Teams) Learning Management Systems (SumTotal, Cornerstone, Degreed, etc.)

About the Organization

Have you always wanted to work someplace where you could make a difference and have fun doing it? Then you should check out Summit Credit Union! We’re a successful company that’s growing every year. We’re not afraid to try new things. We work hard to be a good place to work. And we also work hard to try to make our communities a better place. People come to us for things like loans and checking accounts – anything they need to help manage their money. But they pick Summit for those things because we’re different than a bank. We’re owned by the people who use us (we call them our members). That means the money we earn goes back to helping our members have a better life and achieve their dreams.

Dreams enabled. Financial wellness achieved. Life richer.

Connect, engage and create impact Be fun, curious and celebrate Work together with commitment and integrity

Our employees get a good paycheck and lots of other things too – like health insurance, vacation, help planning for their future and lots more. Plus, they can take classes that make it easier to do their job today and get them ready for new jobs too.

How to Apply

Summit Credit Union