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Job Details

Learning Specialist

Company name
Georgia's Own Credit Union

Atlanta, GA, United States

Employment Type


Posted on
Jan 31,2019

Valid Through
May 16,2019

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The Training Specialist is responsible for delivering a variety of technical, operational, and soft skills training programs, focusing on all areas, including product implementation and changes, policy and procedures, compliance requirements, and related sales and service initiatives. This position requires a high level of expertise in area of loan products and lending related training delivery. The Training Specialist must demonstrate the desired behaviors of exemplary service and professionalism of Georgia’s Own Credit Union.


include the following. Other duties may be assigned.

Delivers and/or coordinates training to new and existing employees of varying skill levels in all business lines of the credit union, with specific expertise and facilitation of lending training and sales and service in the areas of product knowledge, cross-selling, and referral strategies

Assists in the design, development and maintenance of training solutions for a variety of mediums (i.e. classroom, web-based, blended learning), including production of all course materials and other printed and electronic material such as notes, handouts, reference guides, manuals and exercises

Maintains a working knowledge of regulatory and corporate policies, guidelines, and procedures, as well as credit union products & services; continually monitors training programs for effectiveness and adjusts training materials as needed to address changes in policy and business conditions

Collaboratively works with sales leaders, department managers, and front line employees to identify training and performance improvement needs

Represents Training & Development as a key partner in lending and sales & service initiatives to support our sales strategy and meet organizational expectations

Conducts training follow-up and evaluation of learner job performance to ensure transfer of knowledge

Maintains relationships with existing vendors to provide specific or additional training for employees as needed or requested

Assists on special projects as assigned and credit union initiatives as needed/required

Stays up-to-date on new training techniques, tools, and delivery methods

Comply with policies and procedures and understand changes in regulatory requirements, with particular attention to the Bank Secrecy Act, Patriot Act, and with robbery procedures

While many things have changed throughout our long history as a credit union, acting with purpose—whether it’s serving our members, giving back to our communities, or cultivating our employees—has remained the foundation of what we do. Banking On Purpose explains our character and motivation. It drives our decision-making, and is the underlying reason why people should choose us as an employer and financial institution. Banking on Purpose is not just a tagline—it is our mission and vision, both internally and externally.

Required Skills


Strong facilitation skills with the demonstrated ability to present information in a clear, concise, and confident manner

Demonstrated ability to successfully develop and deliver training programs utilizing skills in instructional design, program design, and training technologies

Proven sales coaching skills; experience in delivering inside sales training, coaching, and mentoring in lending and retail environments

Strong work ethic; organized, self-sufficient, motivated and able to work independently and as part of team; ability to manage multiple individual tasks simultaneously

Must have excellent communication skills, both written and verbal

Strong analytical skills and attention to detail

Proficient in Microsoft Office Suite and Outlook

Required Experience


Bachelor’s degree in Business, Communications, Human Resources, Adult Education or related field;

minimum of 5 years related experience; or equivalent combination of education and experience

Experience in a variety of job responsibilities at a financial institution


experience facilitating training for a variety of job roles in a financial institution

Minimum 3 years training facilitation experience along with 1 year participation in instructional design processes


Training certification preferred

Learning Management System (LMS) experience preferred


To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily. All employees must be able to communicate face to face or through technology with or without reasonable accommodation. Employee will be in an office environment (well-lighted, heated and air-conditioned) typically stationed at a desk or table. Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs. Clerical office duties on various forms of technology are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

SAFE ACT Disclosure

All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the union’s policies and procedures related to the SAFE ACT. This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current. The employee must notify the credit union within 30 days of any changes that need to be reflected on the NMLS Registry.

EEO Disclosure

Georgia’s Own Credit Union is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with obligations under federal law, every company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance women, minorities, disabled veterans, special disabled veterans, veterans of the Vietnam era, and other eligible veterans.

Job Location

Atlanta, Georgia, United States

Company info

Georgia's Own Credit Union

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