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Financial Partners Credit Union Learning & Development Specialist III in Costa Mesa, California

Position : Learning & Development Specialist III

Requisition ID: : 1565

The Learning and Development Specialist reports directly to the VP of Learning and Development. This position will develop and deliver innovative learning solutions to enhance organizational effectiveness through tested instructional design theories, practice, and methods. This will include, but not limited to online and classroom-based course development, job aids, videos, and internal marketing material to communicate offerings.

The Learning and Development Specialist will conduct training to support the onboarding of new Partners and ongoing development of existing Partners. This may include, but not limited to, New Partner Orientation, operational role-based training, APEX Culture Training, and onboarding plans for Partners. In addition, this position will provide direct coaching to Partners related to skill improvement and job training, conduct training needs assessments, and provide feedback to leadership related to performance improvement and development.

Lastly, The Learning and Development Specialist will work with various reporting tools, as needed, to collect, analyze, and report on data related to L&D services, including course delivery frequency, course satisfaction data, performance improvement data, and business impact data.

ESSENTIAL RESPONSIBILITIES:

  • Conduct live classroom and virtual/remote training to support the onboarding of new Partners and ongoing development of existing Partners.

  • Create engaging learning activities and compelling course content by applying tested instructional design theories, practice, and methods.

  • Incorporate multiple media elements into learning programs including audio, video, animation, simulation, interactive job aids, and other learning support resources.

  • Provide timely feedback (per SLA guidelines) to department leaders on the performance and observed skill-gap opportunities of their new hires during training.

  • Recommend the best media based on learning objectives and business needs.

  • Coordinate training plans and programs to meet departmental training objectives within an agile project environment.

  • Develop and conduct training needs assessments and determines training requirements for new program development.

  • Provide direct coaching to Partners related to skills improvement and job training.

  • Proactively collaborate and communicate with appropriate internal/external stakeholders to address more complex training gaps to optimize organizational performance.

  • Assess training and development needs through the application of a wide range of learning assessment tools.

  • Promote learning independence the development of performance support resources and applications.

  • Maintain accurate records and generate training reports.

  • Maintains awareness of current best practices and trends in the area of training and organizational development through continuous education.

  • Exemplify the desired culture and philosophies of the organization.

  • Evaluate effectiveness of training programs through follow up observation and consultation with stakeholders.

  • Develop and/or update specific training to meet organizational needs.

  • Create, coordinate, and communicate training schedules.

  • Maintain privacy of all employee training and development information.

  • Enhance the productivity of employees and their departments through strategically aligned training programs.

  • Work effectively as a team member with other members of management and the human resources staff on special projects and assignments.

EDUCATION/EXPERIENCE:

  • Bachelor's degree with 2 to 4 years industry experience or equivalent years of experience.

  • Proficient in Microsoft Office – Word, Excel, PowerPoint, and Outlook required.

  • Effective interpersonal communication skills, both written and verbal.

  • Experience working with LMS and course authoring systems a plus, but not required.

OTHER QUALIFICATIONS:

  • Ability to work independently and work collaboratively within a diverse environment.

  • Excellent role model, highly motivated and able to adapt to change.

  • Promote team building and continuous improvement initiatives.

  • Maintain a professional demeanor and appearance.

  • Able to perform under stressful situations and be flexible in schedules to accommodate business needs.

  • Maintain confidentiality at all times.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

$64,480 - $94,711

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