Lake Trust Credit Union

Learning Specialist

No longer accepting applications

More Than A Job!

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Benefits Include

  • Financial wellbeing services
  • 401(K) matching with up to 5% match
  • Reduced health insurance
  • Employee wellbeing services
  • DE&I initiatives
  • Work-life integration


The Learning Specialist is one of the first people each Lake Trust new hire interacts with. As the new employee onboarding trainer, the Learning Specialist is seen as a role model for the culture, our core values, living our brand promise and creating exceptional member experiences. Specifically, the position is responsible for developing, managing, facilitating and evaluating learning programs with a special emphasis on the learning needs of our Member Experience (Onstage) team members. The role will apply adult learning theory and best practices to develop and deliver training programs and tools that enhance the skills and knowledge that most impact member service and satisfaction.

New Employee Onboarding and facilitating the MEA Curriculum are the primary focus of the role. Classroom facilitation will take up approximately 85% of the specialist’s time, while curriculum updates, administrative duties, and training design/ development will make up the other 15%. There will be an initial focus on Contact Center training needs, with the expectation that this position will rotate and support both Contact Center and Branch MEA training needs.

What you’ll do

  • Develop, update, revise and facilitate core curriculum, including Relationship Selling for new onstage team members, including product knowledge, systems, procedures, quality standards, and phone system.
  • Become a subject matter expert in and conduct systems and technical training, including our core processing system (DNA) and related procedures.
  • Facilitate “knowledge transfer” and “soft skills” training programs.
  • Maintain knowledge to ensure credibility and effectiveness in the classroom.
  • Continuously update and improve existing training programs, including interactive learning and knowledge assessment activities.


What you’ll bring

  • BA/BS degree preferred; job-related experience may be considered in conjunction with professional training/certification.
  • 1+ years training experience preferred, ideally a combination of development and classroom or virtual facilitation.
  • Demonstrate preparation and delivery of interactive classroom facilitation and management.
  • Proficiency in Microsoft Office applications including Word and PowerPoint
  • 1+ years of experience using OSI DNA desirable. Direct member service experience ideal with a
  • track record of member satisfaction.


What You’ll Get

  • Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
  • Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
  • By prioritizing member wellbeing, which leads to increase engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Human Resources
  • Industries

    Banking

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