Learning Designer - Middletown, NY

Position: Learning Experience Designer - Middletown, NY
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Job Type

Full-time

Description

Join Heritage Financial Credit Union as Learning Experience Designer

Are you the kind of person who can't stand "check-the-box" training?

Do you love designing learning experiences that actually change how people think, act, and serve?

Are you energized by blending adult learning theory, facilitation, and real business insight to help employees perform with confidence and consistency?

If you're driven to create learning that sticks and makes a real difference for members and teams alike, you might be exactly who we're looking for.

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 Experience Designer assists in the design, delivery, and support of learning experiences that strengthen employee capabilities across our Credit Union. This role applies learning experience design principles, adult learning theory, and business insight to design, deliver and continuously improve learning solutions that support member service excellence, operational consistency, compliance and leadership development.

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

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Learning Delivery & Facilitation

* Design and facilitate engaging, learner-centered training sessions for employees at all levels including onboarding, product knowledge, leadership, systems training, compliance, sales enablement, and service excellence.

* Deliver blended learning experiences, a mix of in-person interactive workshops, virtual facilitation, microlearning, e-learning, and performance support tools.

* Adapt training delivery to diverse learning styles, roles, and experience levels to maximize impact and retention. Evaluate learning effectiveness using established methodologies (e.g., Kirkpatrick or similar) to assess knowledge transfer, behavior change, and performance outcomes.

* Provide real-time feedback, coaching and just in time support to close skill gaps and reinforce learning.

Program Development & Content Design

* Collaborate with the Director of Learning and Development, HR team, and business leaders to design or enhance learning solutions aligned with organizational goals, regulatory…