Learning & Development Specialist

The Training Specialist is responsible for designing, implementing, and evaluating comprehensive training programs to enhance the skills and knowledge of Sunwest Bank employees. This role collaborates with the Learning & Development Manager, the HR team, and business leaders to ensure training programs align with organizational goals and support employee career growth and development.

Essential Duties And Responsibilites

• Program Development: Design and develop engaging training programs, materials, and resources to address organizational needs and employee development goals.
• Needs Assessment: Conduct training needs assessments to identify gaps in skills and knowledge. Utilize surveys, interviews, and performance data to inform training plans.
• Facilitation: Conduct training sessions, workshops, and seminars using various instructional techniques including simulations, group discussions, and e-learning platforms.
• Technology Integration: Implement and manage online learning resources such as LinkedIn Learning to ensure the organization utilizes best-in-class technology for training.
• Evaluation: Develop and use evaluation methods to assess training effectiveness. Gather feedback and make continuous improvements to training content and delivery.
• Compliance Training: Collaborate with the Risk & Compliance team to manage and develop internal compliance training programs.
• Leadership Development: Support and enhance existing leadership programs like Elevate and create new programs to ensure a robust succession pipeline.
• Pulse Surveys: Partner with the HR department to craft and distribute pulse surveys. Analyze survey data to develop targeted learning plans and programs.

Additional Responsibilites

• Demonstrate professionalism in communication, attitude, and teamwork.
• Adhere to all company policies and procedures, safety regulations, and local, state, and federal laws.
• Maintain awareness of compliance requirements related to financial institutions, with emphasis on BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
• Perform additional duties as assigned.

Supervisory Responsibilities

This position does not have supervisory responsibilities.

Minimum Qualifications

• Bachelor’s degree in Business, Finance, Human Resources, Education, or a related field preferred.
• At least three (2) years of experience in training and development; financial services experience is a plus.
• Strong knowledge of training and development principles, adult learning theories, and instructional design techniques.
• Excellent verbal and written communication skills.
• Ability to design and deliver effective training programs.
• Proficiency in Microsoft Office Suite and e-learning software.
• Strong organizational and project management skills.
• Ability to work independently and collaboratively within a team.

COMPETENCIES

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Oriented

PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and
• ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

Equal Opportunity Employer

Sunwest Bank is an Equal Opportunity Employer. We work with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability, or veteran status.