Learning & Development Specialist

The primary purpose of this position is to assist TBACU to live out its mission, “To serve our community and build trusted relationships” and promote TBACU’s culture for optimal engagement. A key component of this role is to identify both internal and external members’ needs and provide appropriate TBACU product solutions and resources to ultimately help grow the credit union. The primary function of the position is to create, lead and promote training and development of team members, ensuring exceptional member service and creating opportunities for growth, while promoting a culture of engagement and wellbeing. Ensuring outstanding service to internal and external members is delivered in alignment with our Service Standards which state: 1. I will provide an immediate and friendly greeting. 2. I will service you with a smile. 3. I will address you by name. 4. I will give you my full attention. 5. I will make recommendations to improve your financial well-being. 6. I will treat you with courtesy and respect. 7. I will thank you for your business. 8. I will respond to messages before the end of the day. * * * **ESSENTIAL FUNCTIONS** To perform this job successfully, an individual must satisfactorily perform each essential duty. - Promote and exemplify the credit union’s mission, values, service expectations, and commitment to team member engagement, and a positive learning environment. - Develop, facilitate, and maintain learning programs and resources that support team member knowledge, confidence, performance, and growth across the credit union. - Bring forward new ideas and learning approaches that strengthen team member effectiveness, support performance improvement, and keep training methods current and practical. - Partner with leaders to identify training needs and align learning solutions with credit union goals, operational priorities, service expectations, member experience, and team member development. - Support digital transformation by helping team members understand and use credit union systems, technology, and digital resources effectively. - Support the rollout of new or updated systems, processes, and procedures by preparing clear training materials, communication resources, and practical guidance that help team members adopt changes and apply information consistently. - Provide consistent training on core systems, intranet resources, products and services, sales and service expectations, and software applications needed to serve members well. - Develop and facilitate onboarding training, role-based training, team development, and small or large group learning experiences that are engaging, practical, and aligned with credit union needs. - Create, evaluate, and update educational programs, manuals, job aids, digital resources, and the credit union resource library to ensure content remains accurate, accessible, scalable, and easy to use. - Participate in cross-functional projects and initiatives by providing learning insight, supporting change readiness, and developing training plans for implementation. - Promote a strong learning culture by building trusted relationships with leaders and team members, encouraging continuous improvement, and connecting learning opportunities to individual, team, and credit union success. - Evaluate training effectiveness through feedback, leader input, performance trends, and evolving business needs; recommend updates to improve learning outcomes and operational consistency. - Meet established position expectations. - Maintain comprehensive knowledge of credit union products and services. - Ability to be bonded. - Ability to clear credit and criminal history check. - Compliance with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures. - Compliance with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, systems, and locations. **DUTIES & RESPONSIBILITIES** The f…