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Advancial Federal Credit Union

Not-for-profit financial institution offering loans

Training Development Specialist

Full-TimeUpdated on 10/20/2026
$61k - $76k
Mid
Bachelor's
Dallas, TX, USA
HybridHybrid role based at 10000 N. Central Expressway, Suite 1400, Dallas, Texas.
TrainingCorporate & Technical Training, Instructional Design & Curriculum Development

About the job

Requirements
  • A bachelor's degree from a four-year college or university, or equivalent work experience.
  • Three years of related financial institution experience, emphasizing sales and operations.
  • Experience facilitating training sessions both online and in person, delivering presentations, and communicating complex information clearly to diverse audiences.
  • Foster a positive, respectful, and collaborative environment aligned with organizational values, service standards, and employee and member satisfaction.
  • Lead group discussions, engage participants, explain technical concepts, and adapt instructional design methods such as adult learning theories to support learning objectives.
  • Build strong cross-functional relationships and effectively communicate complex information to diverse audiences.
  • Organize, prioritize, and manage multiple projects, deadlines, and shifting priorities in a fast-paced environment.
  • Demonstrate project tracking, execution, follow-through, and time management skills.
  • Maintain proficiency in Microsoft Office (Word and Excel), Learning Management Systems (LMS), proprietary software, and emerging training technologies.
  • Pursue continuous professional development through industry associations, networking, and research into emerging training methodologies.
  • Identify, share, and implement industry best practices to support innovation, organizational growth, and continuous improvement.
Responsibilities
  • Develop, implement, facilitate, and continuously improve employee training programs, including onboarding, orientation, lending, compliance, sales, service, operations, and professional development.
  • Design engaging instructional materials, e-learning courses, and training tools using adult learning principles and accelerated learning techniques.
  • Evaluate training needs and select effective instructional methods to improve employee knowledge, skills, and performance.
  • Train and coach new hires, existing employees, and training department staff on organizational procedures, systems, software, regulations, and company culture.
  • Facilitate specialized training programs.
  • Collaborate with management and cross-functional departments to identify skill gaps, develop coaching opportunities, and improve employee proficiency.
  • Coordinate training schedules, workshops, seminars, and events, including vendor communication, materials, logistics, and registrations.
  • Administer Learning Management System (LMS) functions, including course setup, enrollment, automated notifications, workflows, and reporting.
  • Maintain and update training materials, e-learning content, and internal training resources.
  • Track training participation, employee progress, program effectiveness, and annual training metrics.
  • Analyze training data, assess knowledge gaps, and recommend improvements to enhance learning outcomes and organizational performance.
  • Partner with stakeholders to establish training objectives, evaluate program success, and ensure alignment with organizational goals.
  • Cultivate a positive, respectful, and collaborative culture across the organization by fostering strong relationships among staff, departments, branches, and external partners, and championing an inclusive environment for employees and members.
Desired Qualifications
  • Lending experience is preferred but not required.
  • Experience with authoring tools including Camtasia, Easy Generator, and Snagit.

About the company

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Advancial Federal Credit Union

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Advancial Federal Credit Union is a member-owned, not-for-profit financial institution offering personal and business banking services nationwide. Its products include Ultimate Checking with no monthly fee, savings and money market accounts, credit cards, mortgages, auto and personal loans, and specialty Non-QM wholesale lending for situations like jumbo loans and expatriates with no U.S. credit score. It supports digital banking through cuAnywhere and a mobile app, including remote deposit and Zelle transfers, and it participates in the CO-OP Shared Branching Network for access to thousands of locations. Its goal is to provide value to members by delivering diverse, accessible financial solutions and reliable service at a national scale.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

null

Founded

1937

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Simplify's Take

What believers are saying

  • Advancial promoted 2026 tax perks on car loans, supporting auto-lending demand.
  • Its 2026 fraud guidance shows active member engagement around rising payment-scam threats.
  • CreditUnions.com highlighted Advancial's employee-owned culture and service standards in June 2026.

What critics are saying

  • A September 2025 Louisiana lawsuit names Advancial, Brent Sheffield, and executives in civil-rights claims.
  • BBB logged ten complaints in three years, including dormancy fees and account-closure disputes.
  • Heavy reliance on member trust makes any service error an existential reputation risk.

What makes Advancial Federal Credit Union unique

  • Advancial keeps 5,000-plus CO-OP shared branches, extending national reach without building branches.
  • Its 2026 site highlights advanced direct deposit and robust digital banking convenience.
  • Advancial still markets niche mortgage, expatriate, and non-QM lending uncommon among credit unions.

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Benefits

  • Healthcare
  • Life Insurance
  • 401(k) Retirement Plan