Learning & Development Specialist Position Description - February 2023 Revised

Sep 14, 2026

Uploaded by Sarah

Learning & Development Specialist position description outlining duties and qualifications for partnering with HR and business units to create, customize, approve, maintain, and document training programs. Responsibilities include training needs assessment, program design, retail onboarding for first 90 days, learning milestones, intranet material audits, compliance policy update training, and ongoing communication with employees. The role also evaluates training effectiveness, supports training budgets, tracks learning completion across platforms, and researches initiatives to improve the employee learning experience. Requirements specify relevant banking experience, adult learning/HR education, coordination experience, strong analytical and communication skills, and technical writing competence.

LanguageEnglish

CategoryLetters

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Position Summary

Primary Responsibilities and Accountabilities

Education, Experience and Skill Requirements

Physical Requirements

General Notice

LEARNING & DEVELOPMENT SPECIALIST REPORTS TO: Director of Human Resources LAST REVISED: February 2023 APPLICATION LINK: Learning & Development Specialist ([paycomonline.net](paycomonline.net)) OR [https://www.stillmanbank.com/about/careers/](https://www.stillmanbank.com/about/careers/) POSITION SUMMARY: The Learning & Development Specialist acts as a liaison between the Human Resources Department and various business units, departments and office locations to ensure quality training programs are developed, customized, approved, maintained, revised, and properly documented as required. This position actively searches, creatively designs, and implements effective methods to educate employees, improve performance, and provide career development. PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES: 1. Conducts an initial and annual training needs assessment by partnering with organizational leaders, conducting surveys, and evaluating existing training. 2. Proposes new training and development programs and objectives based on needs assessment. Establishes comprehensive training plan, including timelines and goals to support the organization’s strategic goals. 3. Partners with Director of Retail Banking to collect teller training materials from all 6 offices. Develops comprehensive training outline and related materials needed for a teller’s first 90 days of employment – including their first 2 weeks of extensive training. 4. Establishes learning milestones for all retail positions – Teller, Teller Supervisor, Universal Banker, and Retail Banker. Develops curriculum and training plan for each retail position and the learning milestones that are established. 5. Designs full onboarding program for new hires and identify who is responsible for what initial HR orientation, IT orientation, compliance overview, product orientation, welcome event, etc. 6. Audits intranet training materials and recommends materials to update or remove. 7. Regularly communicates with new employees to ensure they are receiving appropriate training. 8. Works closely with Compliance Officer to develop plan to communicate and train on annual policy updates, if needed. 9. Identifies training updates due to organizational changes in policies, procedures, and products; creates or modifies corresponding training materials as required. 10. Identifies specific training programs to help workers maintain or improve job skills based on performance deficiencies or career pathing. Pursues outside resources – vendor training, Microsoft Office training, YouTube videos, [etc. to](etc. to) help. 11. Presents training information using a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures. Develops physical training materials (worksheets, quizzes, etc. ) if needed. 12. Evaluates the effectiveness of training programs, providing feedback along with any recommended changes to the Director of Human Resources and management team. 13. Screens and recommends employees for participation in additional internal and external educational or training programs, including conferences and seminars. Registers attendees on conference website, if needed. 14. Assists in preparing training budget. Develops and monitors spending against the budget. 15. Researches and recommends new initiatives that will further the employee training experience such as vendor review for Learning Management Systems (LMS) . 16. Records training completed across all platforms – KnowBe4, IBA, BAI, internal training, and other external training. Responds timely to exam and audit requests for training logs. 17. Conducts follow-up studies of completed training to evaluate and measure results. Maintains records and prepares reports to evaluate and provide feedback to management. 18. Acts as a resource to organizational leaders in matters related to employee development and learning. 19. Exempl

FAQs

What are the main responsibilities of the Learning & Development Specialist?

The role assesses training needs, proposes and designs training programs, manages onboarding and retail learning milestones, audits intranet materials, and ensures training is properly documented. It also coordinates compliance-related training and supports ongoing communication with employees.

How does the position measure and improve training effectiveness?

It evaluates training program effectiveness, gathers feedback with recommended changes for HR leadership, and conducts follow-up studies of completed training to measure results. It also tracks training completion across multiple platforms and responds to exam and audit requests for training logs.

What qualifications are required for the role?

The position calls for one to three years of progressively responsible banking experience and a bachelor’s degree in Adult Learning/HRM or a related combination. It also prefers three years coordinating/implementing learning programs and an APTD or CPTD credential, alongside strong analytical and written/verbal communication skills.

Sep 14, 2026

Uploaded by Sarah