Learning Specialist at Allegacy Federal Credit Union – Winston Salem, North Carolina

Nature and Scope

The Learning Specialist is responsible for facilitating the learning curriculum for Financial Center Operations positions and for support staff. Instruction includes, but is not limited to, core systems, sales, service, personal and business product knowledge, lending, and new initiatives. Responsibilities may also include the design and development of instruction and performance support tools using adult learning principles and a variety of development tools.

Emphasis is placed on the ability to guide the professional development of Allegacy Federal Credit Union staff, to assess learning needs and recommend solutions, to serve as a resource, and to support the strategic goals of the organization. The Learning Specialist works closely with teammates and leaders across the organization to enhance the learning experience and to positively impact performance.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Meet or exceed established service goals
• Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
• Complete all required compliance training including BSA.
• Deliver engaging and dynamic instruction using sound facilitation techniques in a variety of delivery methods (face to face, e-learning, virtual classroom, etc.).
• Maintain the learning management system and training calendar.
• Evaluate the effectiveness and efficiency of instructional programs based on formative feedback, course evaluations, and other evaluation techniques.
• Refresh instructional programs and performance support tools to ensure materials are current and relevant.
• Maintain and build knowledge of adult learning principles, facilitation and instructional design techniques, and learning technologies.
• Participate in employee and organizational events to enhance exposure and community involvement.
• Other duties as assigned.

Knowledge, Skills and Abilities

• Strong facilitation and presentation skills that stimulate learner interest and engagement
• Strong planning and organizational skills
• Ability to apply adult learning principles and adapt training to meet the needs of the audience
• Intermediate ability to use Microsoft office applications (Word, PowerPoint, Excel) and other development tools
• Ability to measure, evaluate, and report on the effectiveness of instruction
• Ability to work independently and produce deliverables in a timely manner
• Ability to use the ADDIE framework to design, develop, and deliver effective instruction
• Ability to work a flexible schedule when needed to achieve individual and team goals

Education and Experience

Bachelor’s Degree, or equivalent work experience

3 to 5 years as a facilitator in the learning and performance industry. Training experience in financial services industry preferred.

Prior experience analyzing, designing, developing, implementing, and facilitating learning events for positions across all levels of an organization

CPLP certification preferred.