Learning and Development Business Partner

Orange County's Credit Union; Santa Ana (CA); Hybrid; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401(k) with employer match

Paid time off

Educational grants

Job summary

Orange County’s Federal Credit Union (OCFCU) seeks a Learning and Development Business Partner to shape organizational capability through learning strategy and performance consulting. You will collaborate with leaders to translate business priorities into effective learning solutions.

This hybrid role demands experience in financial services, instructional design, and change management. You’ll work with multiple modalities and analytics to drive engagement, retention, and growth for members and

Qualifications

• Adult learning theory and instructional design experience.
• Change management principles and practices.
• Learning technologies and learning management systems.
• Microsoft 365 applications experience.
• Learning analytics and performance measurement.
• Credit union or banking regulations and operational environments.

Responsibilities

• Be a trusted strategic advisor, building partnerships with leaders to uncover performance gaps.
• Drive enterprise learning strategy with roadmaps that align to business initiatives.
• Identify root causes and apply solutions beyond training, including coaching and process improvements.
• Design and implement learning experiences across modalities: ILT, virtual, e-learning, blended, microlearning, videos, and job aids.

Skills

Adult learning

Change management

L&D tech

MS 365

Analytics

Banking regs

Education

Bachelor's degree in Training & Development

Tools

LMS

MS 365

Job description

Learning and Development Business Partner

Shape the Future of Learning. Drive Business Performance. Make an Impact.

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 87 years, we’ve built genuine relationships, provided trusted guidance, and put people before transactions to help our members achieve life’s most important milestones.

Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions. We’ve been named #1 Credit Union by the Orange County Register for several years and most recently in 2024 & 2025. We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy showing up and feel empowered to do meaningful, impactful work every day.

This is not a traditional training role.

We're seeking a learning strategist, performance consultant, facilitator, and business partner who thrives at the intersection of talent development and business results. If you're ready to expand your influence, this is an opportunity to help shape organizational capability across an entire enterprise.

Be a Trusted Strategic Advisor

You’ll build influential partnerships across the organization, collaborating with leaders to understand business priorities, workforce challenges, and performance gaps. Through thoughtful consultation and needs assessment, you’ll transform business objectives into impactful talent and learning solutions.

Drive Enterprise Learning Strategy

You’ll develop learning roadmaps that support organizational initiatives, including:

• Digital transformation
• Compliance and regulatory readiness
• Employee engagement and retention
• Change management initiatives

Solve Performance Challenges

You’ll apply performance consulting principles to look beyond training requests and identify root causes. By analyzing business metrics and performance data, you’ll recommend the right solutions, whether that’s training, coaching, process improvements, job aids, or change management strategies.

Build Innovative Learning Solutions

Partnering with our talented Learning & Development team, you’ll help design and implement learning experiences through multiple modalities, including:

• Instructor-led training
• Virtual learning
• E-learning
• Blended learning programs
• Microlearning
• Videos and multimedia
• Performance support tools
• Infographics and job aids

Qualifications

• Bachelor's degree in Training & Development, Organizational Development, Business Administration, or a related field preferred
• 3+ years of Learning & Development, Organizational Development, or Talent Development experience
• Financial services, banking, or credit union experience strongly preferred
• Experience serving as a business partner, consultant, relationship manager, or internal advisor

Additional Expertise

• Adult learning theory and instructional design methodologies
• Change management principles and practices
• Learning technologies and learning management systems
• Microsoft 365 applications
• Learning analytics and performance measurement
• Credit union or banking regulations and operational environments

The targeted hourly rate range is $32.00 per hour to $39.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth: Annual merit increases, and discretionary bonus, as well as educational grants up to $1,000 per year.

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.