Learning and Development Specialist - Banking

Canyon View Credit Union

West Jordan (UT)

On-site

USD 27,000 - 38,000

Full time

4 days ago
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Benefits offered by this job

Health insurance with HSA
401(k) contribution
PTO 18 days
12 holidays
Career advancement
Ongoing paid training
Discounts on banking products

Job summary

Canyon View Credit Union in West Jordan, Utah, seeks a Training Specialist to design and deliver training curriculums for staff. You will create materials, assess needs, schedule classes, and use Bridge Learning to track progress.

Requirements include 1–3 years in training within financial services, strong facilitation and MS Office skills, and flexibility in scheduling. The role offers health benefits with employer HSA, 18 PTO days, 12 holidays, and opportunities for advancement.

Qualifications

  • 1–3 years of experience in training or employee development.
  • Banking operations or financial environment preferred.
  • Facilitate group discussions confidently from the front of the room.
  • High School diploma or GED required.
  • Flexible schedule is important.
  • Proficient with MS Word/Excel/Outlook.

Responsibilities

  • Design and write training curriculums and deliver training using various techniques.
  • Prepare training materials as needed.
  • Gather information from team members to determine training needs.
  • Update training content and communicate changes to staff.
  • Schedule training classes and manage calendars.
  • Provide feedback on new training programs.
  • Train all subjects per Credit Union policies and procedures.
  • Administer employee records and the Bridge Learning LMS.
  • Perform other duties as assigned.
  • Understand the Bank Secrecy Act and its applications.

Skills

Curriculum design
Training delivery
Needs assessment
Group facilitation
Scheduling training
LMS administration
Compliance training

Education

High School diploma or GED

Tools

Bridge Learning
Microsoft Word
Microsoft Excel
Microsoft Outlook

Job description

Description

Description
Hours: 9:00 am – 6:00 pm, Monday – Friday.
Pay: $23.50/hr. or possibly higher depending on experience.
Your Purpose Will Be
The person in this position will assist in the design and writing of training curriculums and deliver training by various means. Also, every employee is responsible for fulfilling our Mission Statement: “We elevate our members' financial experience through best-in-class service and solutions.” This is accomplished primarily through giving superior support to our member-facing teams.
What You’ll Do

  • Presents information using a variety of instructional techniques including role play, simulations, team exercises, group discussions, videos, and lecture in a classroom environment.
  • Prepares training materials as needed.
  • Assists in gathering information from team members to determine training needs.
  • Helps prepare training updates and communicates updates to team members.
  • Schedules training classes.
  • Gives feedback on new training programs.
  • Trains all subjects in accordance with Credit Union policies and procedures.
  • Administers employee records & learning management system. (Bridge Learning)
  • Other duties as assigned.
  • Understands the Bank Secrecy Act and how it is applied.
Perks For You
  • Affordable health insurance with employer HSA contributions.
  • 14.47% 401(k) contribution (no matching necessary).
  • 18 PTO days each year.
  • 12 paid holidays.
  • Opportunity for advancement and career growth.
  • Ongoing paid training opportunities.
  • Discounts on Credit Card interest rates.
  • Discounts on Mortgage Loan fees.
  • Plus other employee banking perks.
Requirements
The experience you need to succeed:
  • One year to three years of experience In training or employee development.
  • Background in Banking Operations or working experience in a financial environment strongly preferred.
  • Confidence in facilitating group discussions from the front of the room.
  • Must have High School diploma or equivalent G.E.D.
  • Flexible with schedule.
  • Proficient with standard office business machinery and software including Microsoft Word/Excel/Outlook.
Work Environment & Physical Requirements
  • Works primarily in an office / classroom environment, with occasional trips into field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
  • While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp, and reach. A computer, phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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