Training Specialist/Instructional Designer III

1. Conduct analysis, design, develop, implement, evaluate, and maintain web-based (WBT), instructor-led (ILT), and hybrid training, as well as job aids (print based job aids, as well as online performance support tools).
2. Lead, support, or be a one-person team on training projects ranging from building singular “just-in-time” modules to overhauling complete curricula.
3. Conduct various analyses (e.g., root cause analyses, needs assessments, best practices or benchmarking studies) to determine if training is needed and, if so, to define the target audience, learning objectives, and measurements required for a successful learning intervention.
4. Design and develop high quality, interactive, and engaging courseware (WBT, ILT, & hybrid learning approaches).
5. Design and develop clear and concise procedures and basic knowledge management assets.
6. Lead lessons learned sessions, and apply learnings to process improvement designed to increase quality or efficiency of the Learning & Development Team and its members.
7. 1b. Deliver/facilitate instructor-led courseware and workshops, serving as the primary or backup facilitator for new hires, as well as lead on targeted special assignments for specific audiences (e.g., new product or system training).
8. Time in 1a, 1b, or some combination of the two: 50-75%

1. All Training Specialists share ongoing support to bank employees and the Learning & Development Team.  Specialized support duties may include, but are not limited to:
2. Provide basic day-to-day LMS support to bank employees (e.g., resolve completion status issues, reset passwords) and Learning & Development Team (e.g., building, assigning, and scheduling courses).
3. Design, develop, and maintain questions and scenarios to support ongoing assessment and coaching of bank staff.
4. Provide individual and / or specialized coaching for employees experiencing specific performance problems relating to the Training Specialist’s main area of focus or to employees who underperform in on-boarding or on the job.
5. Maintain and contribute to the Learning & Development Team intranet web site.

1. Research and study various components of Instructional Design, including learning theory, graphic design and development, web design and development (HTML, CSS, JavaScript), production software (e.g., Photoshop, Illustrator, Premiere, Audition), and any area of the ADDIE model (Analysis, Design, Development, Implementation, & Evaluation).
2. Research and study various components of Human Performance Improvement, including Six Sigma, process improvement, organizational communication and development, performance support systems, knowledge management, procedural documentation, and change management.
3. Research and study various components of Instruction and Facilitation, including lecture, presentation and delivery strategies & techniques, small group facilitation, instructional activity debrief, discovery-based instruction, problem-based instruction, project-based instruction, ad hoc instructional activity development, common ice breakers, and energizers.
4. Share knowledge and skills with other team members (e.g., leading “brown-bag” sessions or presenting “teach-backs”).
5. Assist the Director of Learning & Development in the mentoring and professional development of other team members.
6. Lead and/or participate in project brainstorming sessions with team members assigned to different projects.

1. Attend corporate and/or team meetings.
2. Generate standard reports.

• BA/BS required, ideally in Business, Finance, Training, English, Communications, Instructional Design, or Education.  Master’s degree preferred.

• Minimum of four years of relevant work experience; or equivalent combination of education and experience to include at least six years in sales, customer service, consumer lending, computer systems, and coaching others in a financial services organization.
• The Training Specialist / Instructional Designer III should be able to do the following with light coaching and/or supervision & guidance:
• Apply best practices in adult learning theory in the design of web-based and instructor-led training.
• Conduct analyses using multiple data collection methodologies (e.g., observation, survey, interview, focus group).
• Design and create well-structured and engaging instructional materials.
• Write print materials (facilitator guides, learner guides, workbooks, job aids, etc.).
• Write online materials (screen text, online procedures, interactive job aids and knowledge support tools).
• Create well-designed online training screens and interactions.
• Collaborate with other designers to create engaging training interventions.
• Apply best practices in the facilitation of classroom instruction (e.g., lecture, presentation, leading discussion, steering problem-based learning, brainstorming, reflecting, redirecting, leveraging open and closed-ended questions, resolving classroom conflict, coaching).
• o Manage time effectively across one or two projects and tasks.
• Build effective relationships with subject matter experts, top performers, and managers across multiple levels within the bank.
• Quickly come up to speed with knowledge of the financial industry, if needed.
• Use a Windows-based PC at an expert-level.
• Mid-level or higher mastery of Microsoft Word and PowerPoint preferred, but not required.
• Mid-level or higher mastery of Adobe Photoshop preferred, but not required.
• Familiarity with Articulate Storyline preferred, but not required.
• Mid-level or higher mastery of SharePoint preferred but not required.

• Must have cyber security awareness to protect the digital environment, the Bank, and customers.
• Problem Solving
• Dealing with Ambiguity
• Written and Verbal Communication (clear, concise, and engaging)
• Time Management
• Demonstrate Courage
• Drive for Results
• Interpersonal Savvy
• Customer Focus
• Integrity and Trust
• Self-Development
• Creativity
• Technology Savvy