Learning and Development Specialist - United Heritage Credit Union

Join our dynamic L&D Team at UHCU! We are seeking an experienced Learning & Development professional to fill the role of L&D Specialist. As the L&D Specialist, you will collaborate with the the L&D Manager to design, implement, facilitate, and evaluate employee training programs. You will be responsible for the full-cycle new hire experience and training programs for current Credit Union staff, including but not limited to member services, regulatory compliance, product knowledge, operational procedures, technical skills, and sales/service to supplement or reinforce job-specific training. Your attention to detail and expertise in needs analysis will help identify skills gaps and training requirements within the organization. You will align training initiatives with business objectives, ensuring engaging and relevant content.

In this role, you will have the opportunity to showcase your facilitation skills by delivering training sessions both in-person and virtually. Your expertise in various training methodologies and techniques will create an interactive and impactful learning experience for participants. Additionally, you will provide guidance and support to learners throughout the training process, fostering their professional growth. If you are passionate about employee development and want to contribute to our culture of continuous learning, apply now for our L&D Specialist position!

What you will do:

As the L&D Specialist, you should have strong interpersonal and communication skills to work effectively with stakeholders. Your critical thinking and problem-solving skills will be essential in developing innovative learning and development initiatives. Demonstrated experience in creating a positive and supportive learning environment, as well as the ability to create engaging and interactive e-learning modules, workshops, and other learning resources, will set you apart.

Training & Facilitation

• Develop and deliver the new hire onboarding program, including feedback loops, mentoring programs, leadership development training, professional development training, on-the-job training, and job
• Develop and conduct job-focused new hire orientation and training for staff, including creating training procedures, workbooks, knowledge checks, job aids, professional slide decks, and additional study resources. Continuously analyze the effectiveness of
• Assess training programs within the LMS to ensure they enhance employee knowledge, skills, and abilities for their current
• Schedule, coordinate, and prepare training/development activities and programs (onsite, remote, & hybrid).
• Provide consulting and guidance to cross-functional partners on best practices for presenting and facilitating effective presentations and training, as
• Assist with project management processes, including project execution to successfully deliver learning and development programs and processes.

Content & Resource Development and Compliance

• Assist the Senior Instructional Designer in creating dynamic learning and development resources to meet individual employee learning styles & schedules (microlearning, asynchronous resources, video, audio, etc.).
• Regularly review and revise resources to ensure content is accurate, up-to-date, and meets the current needs of the employee and organization.
• Track and record training activities and prepare training reports and metrics for the AVP Experience & Engagement, as requested.
• Remain current with UHCU policies, procedures, technologies, current practices, and stay abreast of emerging trends in adult learning to ensure consistency of best practices in educational and developmental programs.
• Monitor and update UHCU materials, as needed, to ensure compliance with current processes, procedures, regulatory guidelines, and adult learning best practices to ensure training accuracy and effectiveness.

Business Acumen

• Develop an understanding of stakeholder needs for training and work to design and develop necessary facilitation strategies and pivot, as necessary.
• Serve as Subject Matter Expert (SME) for education and training by collaborating with other departments to ensure timely information exchange, positive interaction and minimal negative impact.
• Leverage available data and field feedback to track education-related trends and collaborate with the AVP Learning & Development to determine appropriate corrective action, as needed.

Administative Support

• Oversee the maintenance of UHCU learning systems to ensure LMS and KMS content remains accurate and up-to-date. This includes:
  • Uploading and archiving training content within the LMS in accordance with department standards
  • Performing routine user testing to identify errors
  • Enrolling learners in training sessions and updating learner transcripts in the LMS
  • Posting relevant news, events, and updates on the intranet home page
  • Uploading, editing, and maintaining policy and procedure information in the KMS
• Regularly retrieve, compile, and analyze LMS and KMS data to provide insight on issues, trends, and system usage and effectiveness.
• Serve as an ambassador for the Talent Management Department, ensuring all communications and learning initiatives foster a positive employee experience by:
  • Preparing training classrooms and materials for training events, projects, and stakeholder meetings
  • Maintaining training supplies and placing orders, as needed
  • Providing training communications and requests to various departments, employees, managers and senior leaders
  • Supporting employees with navigating and utilizing the features and functionality of the intranet, KMS, and LMS
• Monitor and resolve learning system requests by routing and escalating cases to the appropriate case responders, while promptly and professionally addressing employee support requests and inquiries.
• Prepare, proofread, and edit internal communications, such as presentations, process flows, graphics, training guides, newsletters, articles, and
• Ensure compliance with data privacy, program governance, brand standards, and security
• Attend vendor meetings, UHCU training sessions, and internal system trainings, as
• Support new and ongoing departmental initiatives, programs, systems, and projects.

Here is what you will bring to our L&D Team:

An equivalent combination of education, experience, and training which provides the required knowledge, skills and abilities may be considered.

Minimum Qualifications

• Bachelor's degree from an accredited college or university in Organizational Development, Adult Learning, or other related field.
• Minimum 3 years of demonstrated learning and development experience with progressive responsibilities related to training facilitation, professional curriculum development and training program implementation.
• Strong understanding of adult learning principles and training methodologies.
• Demonstrated experience identifying training and education needs and creatively and quickly designing solutions to address skill gaps.
• Exceptional public speaking, presentation and facilitation skills with a proven ability to create and deliver interactive, engaging and effective learning experiences.
• Strong attention to detail and ability to multi-task. Verbal and written communication skills with ability to work collaboratively and supportively with individuals, stakeholder groups, management, and other organizational units to achieve business goals and objectives.
• Proficient understanding of Microsoft Excel, Word, PowerPoint, and Outlook with strong technical and computer skills.

Preferred Qualifications

• 4+ years of experience in a financial institution or related industry with progressive responsibilities related to creating formal instructor-led training curriculum and delivering classroom training to adults.
• Demonstrated experience working with Learning Management Systems (LMS), Performance Management Systems and running reports to assist in analyzing trends.
• Experience utilizing content creation software systems (Adobe Captivate, Articulate Storyline, Camtasia, etc.).
• Demonstrated knowledge of credit union federal and state rules and regulations.
• Certified Professional in Learning and Performance (CPLP) or other relevant industry certifications.

About United Heritage Credit Union:

The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.5 billion in assets, more than 77,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.

UHCU Offers:

• Competitive Benefits Package
• 401(k) options (Pre-Tax and/or Roth)
• Generous paid time off (PTO)
• Education Reimbursement Program
• Opportunity to Advance!

Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidate