Apply on Employer Site

Heritage Financial Credit Union · 1 month ago

Learning & Development Trainer - Rykowski

Middletown, NY

Full-time

Onsite

Mid Level

$70K/yr - $85K/yr

3+ years exp

Heritage Financial Credit Union is a member-owned financial institution committed to helping members achieve their financial goals. The Learning & Development Trainer will design and deliver engaging training programs to enhance employee capabilities, focusing on compliance, service excellence, and operational standards.

BankingFinanceFinancial Services

Responsibilities

Facilitate engaging, learner-centered training sessions for employees at all levels including onboarding, product knowledge, systems training, compliance, sales, and service excellence

Deliver both in-person and virtual training, using a variety of methods (in-person interactive workshops, microlearning, e-learning, blended sessions, etc.)

Adapt training delivery to diverse learning styles, roles, and experience levels to maximize impact and retention

Collaborate with the L&D Director, HR team, and business leaders to support the design or updates to learning content that aligns with credit union goals, policies, and compliance requirements

Develop clear, visually appealing materials, job aids, and reference guides that support on-the-job performance

Incorporate adult learning theory, practical application, and storytelling into all design work.Design and package engaging e-learning modules or external training content for seamless upload into the LMS, aligned with curriculum frameworks and learning library standards

Continuously assess learning effectiveness, measuring skill acquisition, application on the job, and overall learner engagement to ensure programs achieve meaningful outcomes

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 attendance, participation, and performance outcomes to measure learning impact

Stay current on learning trends, technology, and industry best practices to continuously improve delivery

Qualification

Training deliveryInstructional designFacilitation skillsMicrosoft Office 365Virtual learning toolsRetail banking knowledgeInterpersonal skillsCommunication skillsCreative problem-solvingOrganizational skills

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, or instructional design, ideally within financial services, credit union, or banking environments

Experience facilitating in both classroom and virtual environments required

Exceptional facilitation and presentation skills with the ability to engage and motivate adult learners

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.) and LMS platform

Must obtain and maintain a working knowledge of Bank Secrecy Act (BSA) requirements and related compliance obligations