Heritage Financial Credit Union · 1 month ago
Learning Experience Designer - Middletown, NY
Headquarters, KY
Full-time
Hybrid
Mid Level
$70K/yr - $85K/yr
3+ years expHeritage Financial Credit Union is a member-owned financial institution committed to helping its members achieve their financial goals. The Learning Experience Designer will design, deliver, and improve learning experiences that enhance employee capabilities and support member service excellence, compliance, and leadership development.
BankingFinanceFinancial Services
Responsibilities
Design and facilitate engaging, learner-centered training sessions for employees at all levels including onboarding, product knowledge, leadership, systems training, compliance, sales enablement, and service excellence
Deliver blended learning experiences, a mix of in-person interactive workshops, virtual facilitation, microlearning, e-learning, and performance support tools
Adapt training delivery to diverse learning styles, roles, and experience levels to maximize impact and retention
Evaluate learning effectiveness using established methodologies (e.g., Kirkpatrick or similar) to assess knowledge transfer, behavior change, and performance outcomes
Provide real-time feedback, coaching and just in time support to close skill gaps and reinforce learning
Collaborate with the Director of Learning and Development, HR team, and business leaders to design or enhance learning solutions aligned with organizational goals, regulatory requirements, and employee performance needs
Conduct needs analysis to identify learning gaps and recommend appropriate learning experiences or interventions
Develop clear, visually engaging learning assets, job aids, and reference guides that support on-the-job performance
Incorporate adult learning theory, practical application, scenario-based learning and storytelling into all design work
Design and curate e-learning modules and external training content for deployment through the LMS, aligned with curriculum frameworks, pathways and learning library standards
Continuously assess learning effectiveness, measuring skill acquisition, on-the-job application, and overall learner engagement to ensure programs deliver meaningful value
Partner with Retail, Operations, Risk/Compliance teams to ensure all training programs meet regulatory, audit, and policy standards
Maintain a strong understanding of credit union products, systems, and procedures to ensure content accuracy
Reinforce adherence to the Bank Secrecy Act (BSA), security, and privacy requirements through training and coaching
Provide one-on-one or small-group coaching to employees or managers to reinforce learning and performance improvement
Support leaders in conducting effective onboarding and ongoing development within their teams
Serve as a role model of service excellence and continuous learning
Support the Director of Learning & Development with gathering feedback to assess learning effectiveness and recommend program enhancements
Track participation, engagement, and performance outcomes to evaluate learning impact
Stay current on learning experience design trends, learning technology, and industry best practices to continuously enhance learning strategies and improve delivery
Qualification
Required
Bachelor's degree in Education, Organizational Development, Communication, Business, Finance or related field (or equivalent experience)
Minimum of 3–5 years of experience in training delivery, facilitation, and instructional design, ideally within financial services, credit union, or banking environments
Experience facilitating in both classroom and virtual environments required
Strong grounding in adult learning theory and learning experience design principles
Ability to lead the design of end-to-end learning experiences, including learning pathways, curricula, and performance ecosystems that support long-term capability building
Exceptional facilitation and presentation skills with the ability to engage and motivate adult learners
Ability to design learning experiences that translate knowledge into confident, consistent performance
Strong interpersonal and communication skills; able to build rapport across diverse employee groups and departments
Demonstrated ability to assess and analyze learning impact by tracking skill development, performance improvement, and learner engagement through feedback loops
Highly organized and detail-oriented, with the ability to manage multiple training initiatives simultaneously
Creative problem-solver who can adapt content and style to meet learner needs and organizational priorities
Ensure all learning content supports adherence to internal controls, policies, and risk management standards
Proficiency with Microsoft Office 365, virtual learning tools (Zoom, Menti, etc.), LMS platform, e-learning authoring tools, video editing software
Must obtain and maintain a working knowledge of Bank Secrecy Act (BSA) requirements and related compliance obligations
Preferred
Experience designing or updating training materials and learning tools preferred
Solid understanding of retail banking operations, products, compliance, and risk practices preferred
Benefits
Bonus and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Company
Heritage Financial Credit Union
Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Ciriello
President/CEO
Jonathan Shakelton
Chief Operating Officer
Recent News
The Pike County Courier
2024-05-23
Mid Hudson News
2024-05-23
Company data provided by crunchbase