Learning + Performance Specialist

The Learning & Performance Specialist is responsible for developing, managing, facilitating, and evaluating learning programs with a special emphasis on the learning needs of the Member Experience team members. The role will apply adult learning theory and best practices to develop and deliver training programs and tools that enhance the skills and knowledge that most impact member service and satisfaction.

What You Will Do

Develop, update, revise, and facilitate core curriculum, including Building Member Wellbeing for new onstage team members, become a subject matter expert in and conduct systems and technical training, facilitate knowledge transfer and soft skills training programs, and identify and prioritize learning opportunities and performance gaps.

Why It Might Be a Fit

The role requires a strong understanding of adult learning theory and best practices, proficiency in Microsoft Office applications, and the ability to support a strong Financial Wellbeing culture.

Requirements

• 1+ years of experience using DNA/Temenos desirable
• Direct member service experience ideal with a track record of member satisfaction
• Prior financial institution experience required (opening accounts, lending, etc)
• Proficiency in Microsoft Office applications including Teams, Word, and PowerPoint
• Proven ability to support a strong Financial Wellbeing culture
• 1+ years training experience preferred, ideally a combination of development and classroom or virtual facilitation
• Some college preferred but not required; job-related experience in conjunction with professional training/certification is a plus
• Must have reliable transportation to travel to various locations as needed

Benefits

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance