Organizational Development Specialist

First Credit Union AZ; Chandler (AZ); On-site; USD 55,000 - 70,000; Full time

Job summary

First Credit Union seeks an Organizational Development trainer to support daily activities, programs, and administrative needs. The role upholds FIRST values and requires discretion, professionalism, and confidentiality.

The incumbent will facilitate new hire onboarding and teller/MSR training, create training aids, maintain the knowledge base, and deliver online and in-person sessions. Travel to FCU locations may be needed.

Qualifications

• Associates or Bachelor’s degree required.
• 1 year related experience and/or training; or equivalent combination.
• Credit union experience preferred.

Responsibilities

• Facilitate training classes including new hire onboarding and teller/MSR training.
• Create and distribute job aids and support materials.
• Maintain the First Resource Center knowledge base.
• Assist in developing methods to measure knowledge.
• Prepare and facilitate internal webinars and team meetings.
• Deliver continuing education on operations-based topics and product training.
• Develop online courses and tests using Articulate.
• Coordinate and deliver credit union education to external partners.
• Support change initiatives to drive employee engagement.

Skills

Customer service

Numeric ability

Attention to detail

MS Office

Communication skills

Teamwork

Integrity

Education

Associates degree

Bachelor’s degree

Tools

Learning Management Systems

eLearning tools (Articulate 360, Canva)

Job description

Summary/Objective

Supports and facilitates the day‑day activities, programs, procedures and administrative needs of Organizational Development training. Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Facilitate training classes, including new hire training/onboarding and teller/MSR training; create and deliver custom training when staff requires unique solutions.
2. Create and distribute job aids and support materials.
3. Maintain, review and edit the First Resource Center knowledge base.
4. Assist in developing methods of measurement and evaluation of knowledge.
5. Prepare and facilitate internal webinars, conference calls and team meetings.
6. Create and deliver continuing education on operations-based topics and product specific training (Debt Protection, GAP, MRC, etc.).
7. Assist Organizational Development Coordinator in designing, developing and deploying online training courses and tests using Articulate.
8. Coordinate and deliver credit union-based public education to our external partners including SEGs, local schools and community groups.
9. Support organizational change initiatives through training, communication, and reinforcement that drive employee engagement.
10. Perform administrator set-up and maintenance tasks for vendor products overseen in Organizational Development (Symitar, TranZact, Q2, DocuSign, Origence, etc).
11. Answer the team pilot line to assist staff with troubleshooting and resources.
12. Maintain training room calendars and appropriately coordinate access to physical training resources.
13. Track, communicate and manage education paths for staff leveraging spreadsheets and learning management systems.
14. Participate in Organizational Development staff meetings and attend other meetings, seminars or training and stay abreast of current regulations.
15. Comply with all regulatory requirements including the Bank Secrecy Act (BSA).
16. Complete special projects and perform other duties as assigned.

Competencies

1. Superb customer service orientation.
2. Strong numeric ability.
3. Accuracy and attention to detail.
4. Computer proficiency. Knowledgeable in MS Office Suite.
5. Stress management/composure.
6. Good listening and communication skills.
7. Honesty and integrity.
8. Teamwork.
9. Ability to professionally compose own correspondence.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical presence in the office setting is required.

Physical Demands

This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.

Position Type/Expected Hours of Work

Ability to work 40 hours; Monday – Friday. Periodic overtime may be required.

Travel

Periodic travel to other FCU locations may be required.

Required Education and Experience

1. Associates degree or Bachelor’s degree.
2. One year related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience

1. Previous experience with a credit union highly desirable.

Additional Eligibility Qualifications

1. Multi-lingual capabilities to include Spanish are a plus.
2. Familiarity with Learning Management Systems and eLearning development tools (CPD, Articulate 360, Canva, etc)

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.