Hybrid Learning and Development Analyst chez JSCFCU

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Position Summary

The Learning and Development Analyst is critical in advancing enterprise learning initiatives by leveraging data-driven insights, optimizing content, and collaborating across functions to drive impactful outcomes. This role collects, analyzes, and interprets learning data to evaluate program effectiveness, identify performance trends, and provide actionable recommendations that support continuous improvement and strategic decision-making. In addition, the analyst contributes to the design, development, and delivery of high-quality learning experiences that enhance team member knowledge, strengthen skills, and support organizational growth.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.

Data Analysis and Program Evaluation

• Collect, track, and analyze learning data, including participation, assessment scores, survey feedback, engagement metrics, and business performance outcomes.
• Compile and maintain enterprise-wide training results and dashboards to monitor training completion, effectiveness, and compliance.
• Develop reports and presentations to communicate learning impact, trends, and actionable insights to business leaders and executive stakeholders.
• Identify learning gaps and opportunities to inform the design and refinement of content and learning strategies.
• Establish successful measures and evaluation methods (e.g., Kirkpatrick Model) for major learning initiatives.
• Own reporting and communication for enterprise training expectations, schedules, and progress tracking.

Content Development and Optimization

• Collaborate with subject matter experts (SMEs) and L&D partners to translate organizational needs into learning content, job aids, and performance support materials.
• Support the design and refinement of training materials—including e-learning, microlearning, and instructor-led content—ensuring alignment with learner needs and business objectives.
• Curate and integrate external vendor content to supplement Wellby’s internal learning solutions and ensure relevance and efficiency.
• Ensure all learning materials align with Wellby’s purpose, brand, and competency framework.

Learning Experience Enhancement

• Apply learning principles and instructional design best practices to improve the learner experience across delivery modalities (e.g., in-person, virtual, e-learning),
• Pilot and test learning solutions and enhancements using data and learner feedback before organization-wide deployment.
• Support innovation in learning methods and technologies (e.g., mobile-first, gamification, digital media) to drive engagement and accessibility.

Cross-Functional Collaboration

• Serve as an administrator and subject matter expert for the enterprise learning system (LMS), supporting team members and providing technical troubleshooting.
• Lead efforts related to the annual enterprise compliance training cycle, including collaboration with Compliance, HR, IT, and Risk to coordinate content selection, assignment, and progress tracking.
• Develop and deliver presentations, briefings, and facilitated sessions to communicate training outcomes, share learning insights, or guide stakeholders through enterprise training initiatives, system functionality, or compliance expectations.
• Support senior leadership in exploring LMS capabilities and roadmap planning to evolve the enterprise learning infrastructure.
• Partner with business leaders, HR, and external vendors to ensure enterprise learning initiatives align with organizational goals, compliance requirements, and service excellence standards.
• Act as a learning advisor to internal stakeholders, using data to guide training needs and prioritization decision-making.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, and punctuation
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software.
• Knowledge of instructional design methodologies (e.g., ADDIE, SAM) and adult learning principles
• Knowledge of learning platforms and content authoring tools (e.g., Workday Learning, Articulate, Rise, Canva, Vyond).
• Skilled in using LMS platforms and virtual learning tools
• Skilled in effective verbal and written communication to prepare and conduct presentations, training seminars, and workshops.
• Skilled in data collection, analysis, visualization, and reporting using tools such as Excel, Power BI, Tableau, or similar platforms.
• Skilled in interpersonal skills for exchanging accurate information across diverse audiences
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
• Ability to communicate information and ideas so others will understand.
• Ability to initiate, develop, and maintain strong, effective relationships
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to learn and implement new tools or platforms to enhance learning experiences.
• Ability to effectively facilitate presentations
• Ability to motivate others and to work in a large, cross-functional team dynamic.
• Ability to provide excellent time management skills with proven ability to meet deadlines.
• Ability to provide strong analytical and problem-solving skills.
• Ability to apply creative approaches to increase learner engagement and retention using modern learning technologies and methods.
• Ability to evaluate and research training options and alternatives
• Ability to design and implement effective training and development.  
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• The team member performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Courses of action are determined by established procedures and/or the Learning & Development Manager
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 
• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor’s degree in Learning and Development, Instructional Design, Business Analytics, Human Resources, or a related field required
• Minimum two (2) - four (4) years of experience in learning analytics, instructional design, content development, or learning program evaluation required. One year of required education may be substituted for one year of relevant experience. 
• Experience in data collection, analysis, visualization, and reporting (Excel, Power BI, Tableau, or similar tools).
• Bondable

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.