Learning & Development Specialist II bei Sierra Central Credit Union

Description

Summary

The Learning & Development Specialist II builds on the foundation of Level I by expanding expertise in instructional design, needs analysis, and facilitation across all employee levels. In addition to onboarding and FSA II training, the Specialist II develops and delivers training for FSA III (mentorship, peer coaching, and sales support) and FSA IV (emerging leaders preparing for management roles). This includes instruction on advanced skills such as conflict resolution, team management, and sales coaching strategies. The Specialist II collaborates closely with department stakeholders to ensure training aligns with procedures and the “source of truth,” strengthening cross-department communication and consistency. They design and implement blended learning solutions using tools such as Articulate Storyline, Camtasia, Canva, and Adobe Pro, while mentoring Level I Specialists. This role requires intermediate-to-advanced facilitation skills, the ability to inspire sales performance, and the expertise to elevate employees from individual contributors to emerging leaders.

Essential Functions

Specialist II – Instructional Design, Advanced FSA, & Stakeholder Partnership

(Includes all duties of Specialist I, plus)

• Design, develop, and implement blended learning solutions that support sales growth, compliance, system proficiency, and member service excellence.
• Conduct training needs analyses to identify gaps and align development efforts with strategic business goals.
• Mentor Level I Specialists, coaching facilitation techniques and instructional best practices.
• Facilitate FSA III training, preparing employees for advanced branch success through:
• Mentorship and peer-to-peer coaching.
• DPR (Daily Performance Review) best practices.
• Engagement strategies to support sales initiatives in the branch.
• Facilitate FSA IV training, focused on emerging leaders and successors for leadership roles, including:
• Conflict resolution and team management.
• Coaching and motivating teams to meet organizational goals.
• All elements of FSA III, with added emphasis on leadership readiness.
• Collaborate with department leaders to review and refine procedures, ensuring training materials reflect accurate, up-to-date processes.
• Build strong stakeholder relationships, communicating employee progress and training outcomes to managers and executives.
• Cross-train to support organizational procedure documentation, intranet maintenance, and communication design (including basic HTML).
• Facilitate advanced training programs focused on sales effectiveness, consultative member interactions, and compliance requirements.

Specialist I – Onboarding, FSA, and Facilitation

• Facilitate new hire onboarding with a focus on Sierra Central’s culture, member service expectations, sales approach, and compliance standards.
• Teach and demonstrate proficiency in over 12 credit union systems, including account opening, loan origination from application to funding, and day-to-day operations.
• Deliver engaging, interactive training in classroom and virtual environments.
• Reinforce sales concepts and member relationship-building skills through demonstrations, role-play, and feedback.
• Facilitate Financial Service Associate (FSA) training beyond onboarding, including:
• Complex account opening such as trusts, business accounts, and IRA transactions.
• Real estate training that supports mortgage/HELOC processes.
• NMLS preparation for employees requiring certification.
• Use Articulate Rise/Storyline, Camtasia, Canva, Microsoft PowerPoint, and Adobe Pro to create or update learning content at a beginner to intermediate level.
• Monitor learner engagement and progress; provide timely feedback to participants and supervisors.
• Manage assigned training projects, meeting deadlines with accuracy and attention to detail.

Requirements

Required Skills and Abilities

1. Intermediate–advanced proficiency in Articulate Suite, Camtasia, Canva, Microsoft Office, and Adobe Pro.
2. Experience conducting training needs analyses, developing curriculum, and measuring outcomes.
3. Proven ability to train and coach on sales, mentorship, and leadership readiness within the branch environment.
4. Strong collaboration skills with stakeholders; ability to align training with compliance and business goals.
5. Familiarity with intranet content management, procedure governance, and HTML design preferred.

Education and Experience

1. Bachelor’s degree in Business Administration, Organizational Development, Communications, or related field preferred (or equivalent experience required).
2. 3+ years’ progressive experience in learning and development including training, facilitation, instructional design and retail/financial services.
3. Previous experience in a credit union, banking, or financial services environment is strongly preferred.
4. ATD Training & Facilitation Certificate preferred.
5. AICC / Articulate 360 or Camtasia Certification preferred.
6. Certified Teller / Universal Banker (CFT or CUNA) preferred.

Physical Requirements and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

1. Prolonged periods of sitting at a desk and working on a computer – 7 to 8 hours per day.
2. Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
3. Intermittent walking and bending.
4. General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.