Insurance Learning Development Jobs in California

Description

Summary

The Learning & Development Specialist I plays a critical role in welcoming and preparing new employees for success at Sierra Central Credit Union. This position primarily facilitates new hire onboarding, introducing our culture, service standards, and sales expectations while training employees on over 12 core credit union systems. The Specialist I ensures employees are confident in performing everyday transactions, new account opening, and consumer lending from application through funding. In addition, this role supports the development of Financial Service Associates (FSA) through FSA II training, which includes complex account openings such as trusts, business accounts, IRA transactions, and real estate processes. With beginning-to-intermediate instructional design skills, the Specialist I creates engaging learning experiences and tracks employee progress, providing timely communication to stakeholders. This role requires strong facilitation ability, sales acumen, and the ability to build employee confidence in serving members effectively.

Essential Functions

Specialist I - Onboarding, FSA, and Facilitation

• Facilitate new hire onboarding with a focus on Sierra Central's culture, member service expectations, sales approach, and compliance standards.
• Teach and demonstrate proficiency in over 12 credit union systems, including account opening, loan origination from application to funding, and day-to-day operations.
• Deliver engaging, interactive training in classroom and virtual environments.
• Reinforce sales concepts and member relationship-building skills through demonstrations, role-play, and feedback.
• Facilitate Financial Service Associate (FSA) training beyond onboarding, including:
• Complex account opening such as trusts, business accounts, and IRA transactions.
• Real estate training that supports mortgage/HELOC processes.
• NMLS preparation for employees requiring certification.
• Use Articulate Rise/Storyline, Camtasia, Canva, Microsoft PowerPoint, and Adobe Pro to create or update learning content at a beginner to intermediate level.
• Monitor learner engagement and progress; provide timely feedback to participants and supervisors.
• Manage assigned training projects, meeting deadlines with accuracy and attention to detail.

Requirements

Required Skills and Abilities

1. Beginner-intermediate proficiency in Articulate Suite, Camtasia, Canva, Microsoft Office, and Adobe Pro.
2. Strong facilitation and interpersonal skills; ability to explain complex systems and demonstrate sales techniques clearly.
3. Commitment to providing an engaging learning environment that reinforces member service, compliance, and sales performance.

Education and Experience

1. 1+ years' experience in learning and development, including training, facilitation, instructional design and retail/financial services.
2. Previous experience in a credit union, banking, or financial services environment is strongly preferred.
3. ATD Training & Facilitation Certificate preferred.
4. AICC / Articulate 360 or Camtasia Certification preferred.
5. Certified Teller / Universal Banker (CFT or CUNA) preferred.

Physical Requirements and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

1. Prolonged periods of sitting at a desk and working on a computer - 7 to 8 hours per day.
2. Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
3. Intermittent walking and bending.
4. General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels. 

Work Location
This is an on-site position at our Corporate Headquarters in Yuba City, CA. 

Compensation Range

The company anticipates offering  an hourly range between $24.45 and $28.38 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.

Annual Merit Increase

Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.

Comprehensive Benefits Package

We provide a robust benefits package designed to support your health, financial security, and work-life balance including:

• Medical, Dental & Vision Insurance options
• Voluntary Lines including hospital indemnity, accident, and critical illness policies
• Company Paid HRA (with enrollment in certain health plans)
• Company Paid Basic Term Life Insurance
  • Coverage at 2 annual base salary, up to a maximum of $500,000 for full-time employees
  • $25,000 for part-time employees
• Company Paid Long-Term Disability Insurance for Full-Time Employees
• Company Paid Telehealth Services Membership (Teladoc)
• Company Paid Employee Assistance Program (EAP)
• 401(k) Retirement Plan
  • Employer-funded safe harbor contribution of 3% of employee's eligible earnings
  • Discretionary employer match on employee contributions 
• Flexible Spending Accounts
  • HSA
  • Medical FSA
  • Dependent Care FSA
  • Limited Purpose FSA
• Paid Time Off
  • Vacation accruals based on status and tenure within company
  • 12 sick days accrued annually for full-time employees
  • 1 hour for every 30 hours worked for part-time employees
  • 11 paid holidays
• Travel Expense Reimbursement
  • All necessary and work-related travel expenses will be reimbursed in accordance with company policy

The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.