Position Purpose and Objectives
The Learning and Development Specialist is responsible for designing, developing, and supporting the delivery of engaging learning experiences that drive employee performance and business outcomes. This role partners cross departmentally with stakeholders to assess learning needs and translate complex information into clear, effective, and visually engaging training solutions.
Major Duties and Essential Functions
- Design and develop instructor-led, blended, and supporting learning resources for corporate adult learners
- Collaborate with stakeholders and Subject Matter Experts (SMEs) to assess learning needs and develop targeted training plans aligned with business goals
- Translate complex concepts, processes, and technical information into clear, easy-to-understand learning content
- Create visually engaging training materials, including presentations, job aids, and supporting resources (strong design skills required)
- Design interactive and engaging learning activities that promote participation and knowledge retention
- Conduct engaging and efficient training sessions for groups of varying sizes (in-person and virtual, as needed)
- Partner with SMEs, Corporate Trainers, Instructional Designer, and other stakeholders to analyze course objectives and develop effective learning experiences and materials
- Independently manage learning projects from intake through design, development, delivery, and evaluation
- Support the Senior Instructional Designer with course development, content creation, and broader learning initiatives
- Manage and maintain learning content within the Learning Management System (LMS), including uploading courses and resources, assigning training, managing users, and tracking completion
- Coordinate training logistics, including scheduling, communications, learner enrollment, and follow-up activities
- Monitor and evaluate the effectiveness of training initiatives through feedback, reporting, and data analysis, and recommend improvements
- Promote a culture of continuous learning and development across the organization
Positions directly supervised: N/A
Specific knowledge, skills and abilities required for this position:
- Strong written communication skills with the ability to simplify complex information into clear, learner-friendly content
- Confident facilitator with strong presentation, communication, and interpersonal skills
- Proven ability to work independently and manage multiple projects simultaneously
- Experience designing engaging learning experiences for adult learners
- Strong visual design skills with experience creating professional training materials (Canva or Adobe Illustrator preferred or proficiency in comparable design tools)
- Ability to collaborate effectively with cross-functional teams, including SMEs, Corporate Trainers, and Instructional Designers
- Strong organizational and project management skills with attention to detail
- Ability to adapt quickly, think critically, and pivot approaches in response to changing needs, feedback, or live facilitation dynamics
Preferred (not required):
- Experience developing self-paced eLearning courses (Articulate Rise or similar tools)
- Experience working with a Learning Management System (LMS)
Education: Bachelor’s degree in Business, Finance or Education.
Learning and Experience:
- Minimum of 2–4 years of experience in Learning & Development, training, or instructional design
- Experience in a financial institution or corporate environment preferred
Physical Activities and Requirements of this Position
CATEGORY | DESCRIPTION |
Finger Dexterity | Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. |
Grasping | Using fingers and palm on an object. |
Talking | Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. |
Repetitive Motions | Movements frequently and regularly required using the wrists, hands, and/or fingers. |
Average Hearing | Able to hear average or normal conversations and receive ordinary information. |
Average Visual Abilities | Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. |
Sedentary Work | Sitting part of the time. Exerts up to 10 lbs. of force occasionally. |
Working Conditions of this Position
DESCRIPTION |
Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. |
Mental Activities and Requirements of this Position
Reasoning Ability: The ability to use common sense or logic. | |
CATEGORY | DESCRIPTION |
Detailed | Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. |
Mathematical Ability: | |
Basic | Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. |
Language Ability: The level of ability required to communicate and understand written and oral language. | |
Typical | Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. |
Compliance requirement
The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position
Disclaimer
The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.