Training Specialist II

Training Needs and Design

• Collaborates with department leaders to identify skill gaps and training needs using surveys, observations, quality and audit findings, and performance data.


• Designs and develops instructor-led, virtual, and e-learning content using adult learning principles and a structured model such as ADDIE. Content includes facilitator guides, participant workbooks, job aids, presentations, videos, and assessments.


• Builds e-learning modules with authoring tools (for example, Articulate 360 or similar).

Delivery

• Facilitates engaging training sessions in person and virtually for new hires and existing staff on member service, products, core and digital banking systems, lending, and operations.


• Delivers and tracks required annual and department-specific compliance training (for example, BSA/AML, OFAC, Regulation E, Regulation CC, fair lending, privacy, and information security) in partnership with the Compliance department.


• Leads or supports onboarding programs, including new hire orientation and role-based training for branch and contact center staff.


• Trains staff on new products, system upgrades, and policy or procedure changes as they roll out.


• Coordinates third-party vendor training as a follow-up to core training, including serving as the main vendor contact, scheduling sessions, and tracking attendance and completion.

LMS Administration and Records

• Administers the LMS: uploads and updates courses, assigns curricula, manages enrollments, and runs completion and compliance reports.


• Maintains accurate, audit-ready training records for regulatory examinations and internal audit.

Evaluation and Improvement

• Measures training effectiveness using learner feedback, assessments, and performance or business results to help department leaders determine skill gaps and training needs.


• Conducts quarterly branch exchange days to evaluate training effectiveness in the live environment. During visits, observes new learners to confirm training is applied on the job, provides follow-up coaching, and observes new or changed processes in the live core system so training content stays current.


• Keeps training manuals, job aids, and the resource library current.


• Recommends updates to operational policies and procedures when training reveals gaps or unclear guidance.

Organizational Projects

• Serves as the lead trainer on organizational projects such as system conversions, core and digital banking upgrades, new product launches, and process or policy changes.


• Attends project meetings, reviews requirements and workflows, and assesses the training impact on affected staff.


• Creates and updates training content (courses, job aids, guides, and e-learning) to reflect new or changed systems, products, and procedures.


• Tests training content and system procedures in test environments before rollout, working with project teams and subject matter experts to confirm accuracy.


• Delivers launch-ready training on the project timeline so staff are prepared on go-live day and provides refresher training and support.

Program Support

• Helps prepare and maintain the Training and Development calendar.


• Supports planning and running large events and meetings.


• Supports member financial education and volunteer training as assigned.


• Coaches and supports peer trainers and subject matter experts who deliver training.


• Performs other duties as assigned.