Learning & Development Trainer - Rykowski

Join Heritage Financial Credit Union as a Learning & Development Trainer.

Do you love designing learning experiences that inspire growth and unlock potential? If you are excited about guiding employees to develop new skills, deliver exceptional service, and foster a culture of excellence, this role is for you.

The Learning & Development Trainer assists in designing, delivering, and supporting learning experiences that strengthen employee capability across our credit union. Working closely with the Director of Learning & Development and subject matter experts, this trainer ensures learning is accurate, relevant, and practical.

• 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 (interactive workshops, microlearning, e‑learning, blended sessions).
• Adapt delivery to diverse learning styles, roles, and experience levels to maximize impact and retention.

• Collaborate with the L&D Director, HR team, and business leaders to design or update learning content that aligns with credit union goals, policies, and compliance requirements.
• Develop clear, visually appealing materials, job aids, and reference guides to support on‑the‑job performance.
• Incorporate adult learning theory, practical application, and storytelling into all design work; package engaging e‑learning modules or external training content for seamless upload into the LMS.
• Continuously assess learning effectiveness, measuring skill acquisition, application on the job, and overall learner engagement to ensure programs achieve meaningful outcomes.

• 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.

• 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.

• Support the Director of L&D 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.

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

• 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

• 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.

• 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.