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Learning & Development Trainer - Rykowski

Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941)

Job Type

Full-time

Description

Join Heritage Financial Credit Union as Learning & Development Trainer

Do you love designing learning experiences that inspire growth and unlock potential?

Are you excited about guiding employees to develop new skills, deliver exceptional service, and foster a culture of excellence?

If so, we have the perfect opportunity for you to make a real difference and transform our credit union’s L&D programs!

Here's a little about us:

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.

We believe in:

+ Integrity:We are honest and trustworthy in all of our dealings with our members, employees, and the community.

+ Excellence:We strive to provide our members with the best possible service.

+ Teamwork:We believe that we can achieve more together than we can alone.

+ Respect:We treat each other with dignity and respect.

+ Community:We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.

POSITION PURPOSE

The Learning & Development Trainer assists in the design, delivery, and support of learning experiences that strengthen employee capability across our Credit Union. This role facilitates engaging training programs that equip employees, especially in retail and member-facing roles, to provide outstanding service, adhere to compliance and operational standards, and embody our culture and values.

Working closely with the Director of Learning & Development and subject matter experts across departments, this trainer ensures that learning is accurate, relevant, and practical. The role blends facilitation, coaching, and elements of content development to create learning that sticks helping employees translate knowledge into confident, consistent performance.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Learning Delivery & Facilitation

+ 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.

Program Development & Content Design

+ 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

Operational & Compliance Readiness

+ 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.

Coaching & Support

+ 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.

Measurement & Continuous Improvement

+ 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.

What's in it for you?

Salary: $70,000 - $85,000 per year (depending on experience)

Benefits:

+ Incentives 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

Requirements

QUALIFICATIONS

Education/Certification:

+ 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.

+ Experience designing or updating training materials and learning tools preferred.

Skills & Competencies:

+ 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.

+ Solid understanding of retail banking operations, products, compliance, and risk practices preferred.

+ 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.

Salary Description

$70,000 - $85,000 (depending on experience)