Learning and Performance Consultant I at Interra Credit Union in GOSHEN, Indiana

Job Description:

As a Learning and Performance Consultant I, you will be responsible for supporting the creation, development, and maintenance of learning and development programs in support of Interra's culture, strategy, and vision. Using sound instructional design methods, learner-centered design, and the application of varied modalities, position will apply Interra's learning and development framework to deliver on solutions that meet the current and future learning and development needs of the credit union.

Direct reports: None

HOW YOU WILL MAKE AN IMPACT

-  Responsible for the design, development, and delivery of learning deliverables on role-based training and sills, including orientation, compliance, consultant, member advisor and systems training in order to enhance the sills of the workforce. Reviews training metrics to ensure that training programs have a positive business impact. Partners with manager to review training evaluation data to determine what changes are necessary to improve the impact of a workshop on individual performance and success. Programs should be interactive and engaging.
 

-  Update and maintain programs in response to changes in procedure, technology, and regulations. Supports the development, communication, and maintenance of the learning management system (LMS).
 

-  Administer learning programs and platforms to ensure a seamless learning experience. Uses a variety of software programs to develop leader guides, participant materials, job aids, on-the-go checklists, skill assessments, tests or assessments and other instructional materials.
 

-  Support learning and development needs on special projects with Interra by identifying and developing optimal learning solutions to meet job performance needs (e.g., technical/systems training).
 

-  Enhances member experience by linking core values and member service standards to training sessions. Acts as a role model for managers, supervisors, and employees. Looks for ways to increase knowledge of credit union functions in order to provide exceptional member service.
 

- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.
 

WHAT YOU WILL NEED TO SUCCEED

Experience
 

Minimum one year of experience in supporting and delivering role-based training to front-line participants, preferably in a financial services environment. Experience in a member/customer service position in a financial services company. Demonstrated teaching ability, particularly with adult learners is required. Extensive knowledge of credit union products, services, operations, systems, and mission. Knowledge of full Training Lifecycle, including needs assessment, course design, development, implementation, and assessment.
 

Education / Certifications / Licenses

Bachelor's degree in Training, Organizational Development, or related discipline preferred.
 

PREFERRED SKILLS

 

• Ability to create an atmosphere that promotes Interra's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing service to our members.


• Must be organized, dependable, and able to schedule, administrate, and deliver role-based learning programs.


• Understanding of learning solutions, content development tools and methodologies, including Captivate, Articulate, Snag It, Adobe Flash, Video Editing, Podcasts, Mobile Learning desired.


• Intermediate knowledge of Microsoft Office Suite of Products (Word, Excel, PowerPoint, SharePoint, Outlook).


• Prior experience with Learning Management System (LMS), with UltiPro a plus.


• Intermediate writing skills and attention to detail, with demonstrated ability to develop learning content which includes participation and facilitator guides and presentation materials.


• Ability to demonstrate credibility in role-based training as an effective subject-matter expert.


• Demonstrate a high-level of interpersonal savvy to build relationships with participants during and beyond learning activities.

INTERPERSONAL SKILLS

 

• A significant level of trust, credibility and diplomacy is required.


• In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.


• Communications may involve motivating, influencing, educating and/or advising others on matters of significance.


• Typically includes subject matter experts as well as first level to middle managers.

COMPETENCIES

 

• 
  Adaptable - Maintains effectiveness in reaching goals by adapting to changing circumstances, tasks, responsibilities, and people. Adjusts effectively to new work structures, processes, or requirements.


• 
  Balance Stakeholders - Understands the needs of diverse stakeholders and the underlying motivations driving those needs, including cultural and ethical factors. Acts fairly in the decision-making process when faced with conflicting demands of stakeholders.


• 
  Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small, and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.


• 
  Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.


• 
  Self-Motivated - Demonstrates initiative to address challenges, accomplish tasks, and seize opportunities, even when challenged. Demonstrates appropriate urgency and positive attitude while doing so.


• 
  Teamwork - Effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team.

ADA REQUIREMENTS

Physical Requirements
 

 

• Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.


• Must be capable of climbing / descending stairs in an emergency situation.


• Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.


• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.


• Must be able to work extended hours or travel off site whenever required or requested by management.


• Must be capable of regular, reliable, and timely attendance.

Working Conditions

 

• Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

 

• Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.


• Must be able to read and carry out various written instructions and follow oral instructions.


• Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.


• Must be able to speak clearly and deliver information in a logical and understandable sequence.


• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.


• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.


• Must be able to effectively handle multiple, simultaneous, and changing priorities.


• Must be capable of exercising highest level of discretion on both internal and external confidential matters

ACKNOWLEDGEMENT

Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time.  Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law

 

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