Learning Experience Partner

Description

Job Title: Learning Experience Partner

Department: Learning & Development

Reports to: Director of Organizational Development

Hours per Week: 40 - Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.'

At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact.

Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren’t just making a living but joining a PLACE where you can REACH your goals.

Position Summary

The Learning Experience Partner will manage and facilitate the training needed for all new employees. This will focus heavily on the retail department but includes newly hired staff for any department and role. FPCU has a wide variety of Subject Matter Experts who assist with training and knowledge sharing. The Learning Experience Partner will coach and develop these individuals to maximize their skills and impact around the credit union. The role will also coordinate all security training across the company and provide training on various topics as needed or assigned. The position is primarily in-person and requires the ability to travel between locations, however working remotely is available when the training schedule permits.

Essential Functions & Primary Responsibilities

• Facilitate teller and new employee training
• Organize the schedules for the first few weeks of new employees as well as coordinate the numerous guests involved in training
• Provide a positive, welcoming, and enjoyable experience as people are introduced to the Credit Union.
• Ensure consistency in how policies and procedures are taught and practiced
• Create and deliver training content in-person, virtually, and digitally
• Evaluate, propose, and implement new training ideas, techniques, and programs
• Coach and develop Subject Matter Experts to maximize their effectiveness as they support the Learning & Development department
• Coordinate with managers for follow-up and accountability on employee progress
• Coordinate and deliver training for security and physical safety across the organization
• Support and participate in cultural and engagement initiatives
• Work with Project Management on projects as assigned by the Director of Organizational Development
• Facilitate classes on a variety of topics as needed
• Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations
• Perform other duties as assigned
  
  

Requirements

Education & Qualifications

• At least 5 years of experience working in a bank or credit union
• Experience working as a teller, currently or in the past, preferred
• At least 2 years of experience in training or facilitation
• A Bachelors Degree in Education, Human Resources, Communication, or Finance is recommended
  
  

Skills And Abilities

• Strong communication skills verbally and written are required
• Have high emotional intelligence and social skills
• Comfort in public speaking
• Use of behavioral analysis tools like Predictive Index, or similar
• Understanding of various customer service techniques and concepts
• Understanding of motivation and persuasion methodology
• Knowledge of adult learning concepts
• Content creation of appropriate course materials
• Conflict resolution and de-escalation
• The ability to stay organized and coordinate multiple projects
• Strong attention to detail and accuracy
• Be able to work independently with little direction
• Presents a positive and professional image to members through effective and courteous verbal and written communications
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation
• Ability to apply logical thinking to define problems, collect data, establish facts, and draw conclusions
• Ability to be mindfully flexible and willing to go with the flow
• Ability to deal with difficult concepts and complex variables
• Able to travel between multiple FPCU offices daily (mileage reimbursable)
  
  

Physical Demands & Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, some remote, but primarily in-person is required
• Some sedentary work; sitting for extended periods
• Regular travel between branches within the FPCU footprint
• Must also be able to move around a classroom during teaching
• Exerts up to 40+ pounds of force occasionally
• The noise level in the work environment is professional and typically moderate
• Possess transportation and ability to travel over an hour between locations
  
  

This job Description is not a complete statement of all duties and responsibilities comprising this position.