Sr Learning and Development Specialist

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join the Meritrust team, your benefits will include:

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid-time-off
• 12 paid holidays
• Annual bonus (based off of annual results/scorecard each year)
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

What sets working for Meritrust apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
• Supportive and engaging work environment.
• A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
• A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
• Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.

This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.

POSITION SUMMARY:

The Senior Learning & Development Specialist is responsible for designing, implementing, and managing high-impact learning programs focused on leadership development, professional growth, Credit Union culture, and organizational effectiveness. This role partners with department leaders and executives to identify development needs and build scalable solutions that strengthen leadership capabilities and support a high-performance culture across the credit union.

ESSENTIAL FUNCTIONS:

• Design, develop, and deliver strategic learning initiatives focused on leadership development, team effectiveness, change management, and professional skills.
• Design, develop, and deliver Orientation for all new hires.
• Leads the creation and facilitation of culture-enhancing programs and events that reinforce the credit union’s core values and foster a positive, connected work environment.
• Lead the creation of leadership development pathways for emerging, mid-level, and senior leaders.
• Facilitate leadership and professional development workshops, cohorts, and coaching sessions (both virtual and in-person).
• Assess organizational and leadership training needs through surveys, interviews, and performance data analysis.
• Collaborate with HR Business Partners and senior leaders to align development programs with business goals and talent strategies.
• Develop and maintain content in the Learning Management System (LMS) related to leadership and enterprise-wide professional development.
• Develop and maintain basic Core training for non-retail employees.
• Evaluate program effectiveness through feedback, behavioral change metrics, and business impact analysis; continuously refine offerings based on data and feedback.
• Manage external vendor relationships for leadership development tools, assessments (e.g., DiSC, StrengthsFinder), or program delivery.
• Coach internal leaders or high-potential employees on career and leadership development.
• Serve as an internal consultant on leadership and organizational development best practices.

Education/Certification:

• Associate degree or equivalent combination of education and experience required.
• Professional certifications in learning, coaching, or leadership development strongly preferred.

Required Knowledge:

• Strong knowledge of leadership development theory, adult learning principles, and organizational development practices.
• Understanding of training and development processes.
• Strong presentation skills.
• Understanding of the credit union or financial services industry, including its regulatory and operational environment, is a plus.

Experience Required:

• Minimum of 3-5 years of experience in learning and development or organizational development roles.
• At least 2 years of experience specifically designing or delivering leadership and professional development programs.
• Experience working with leaders and managers across departments.
• Facilitation experience in both in-person and virtual environments.

HARD/TECHNICAL SKills/Abilities:

• Attentive to detail.
• Supervisory and training abilities.
• Professional appearance, dress and attitude.
• Strong public speaking skills.
• A high level of analytical skills, strong organizational and problem-solving abilities.
• Ability to operate related computer applications and business equipment.
• Willingness to assist others.
• Proficiency with LMS platforms.
• Skilled in developing instructional content using tools like Articulate Storyline, Adobe Creative Suite, or Canva.
• High proficiency in Microsoft 365 Suite (Word, Excel, PowerPoint, etc.).
• Strong project management skills and experience managing multiple initiatives simultaneously.
• Excellent facilitation, communication, and interpersonal skills.

WORKING CONDITIONS

• Standard office conditions.
• Low to moderate noise.
• Limited lifting up to 10 lbs.

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply!

Thank you for your interest in Meritrust Credit Union.