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Broadview Federal Credit Union

Member-owned financial cooperative delivering banking services

Member Experience Operations Talent Development Specialist

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeAlbany, NY, USA$60.3k - $73.9k /yr

About the Job

Requirements

  • A bachelor's degree in Education, Organizational Development, Human Resources, Hospitality Management, or a related field is preferred, or an equivalent combination of education and experience.
  • Two to four years of experience in Learning & Development, Training, Hospitality Training, Operations Training, Member Experience, Retail Banking, Contact Center, or a related environment.
  • Experience designing and facilitating instructor-led and virtual learning programs.
  • Knowledge of adult learning principles and instructional design methodologies.
  • Strong facilitation, presentation, and communication skills, with the ability to engage diverse audiences.
  • Experience designing and developing learning materials and job aids that support operational consistency and service excellence.
  • Ability to build collaborative relationships with operational leaders, subject matter experts, and cross-functional partners, fostering trust and partnership through a hospitality-minded approach.
  • Strong organizational skills and the ability to manage multiple projects and priorities simultaneously.
  • Experience measuring training effectiveness and using feedback and performance data to improve learning outcomes.
  • Proficiency with Microsoft Office applications and Learning Management Systems.
  • Ability to travel occasionally to branches and operational locations as needed.

Responsibilities

  • Develop and facilitate onboarding, certification, recertification, and ongoing development programs for branch and Contact Center team members, building operational excellence and a hospitality-first mindset.
  • Create learning solutions across instructor-led training, virtual facilitation, e-learning, job aids, simulations, and coaching resources to support exceptional member experiences.
  • Partner with branch, contact center, operations, quality, and business leaders to translate procedures, products, systems, compliance requirements, and service expectations into practical, learner-focused training.
  • Deliver hospitality and member experience training that reinforces Broadview service standards, member advocacy, relationship-building skills, and values-based behaviors that drive member loyalty and trust.
  • Develop role plays, simulations, and scenario-based exercises to strengthen service recovery, problem-solving, first-contact resolution, and confidence in member interactions.
  • Support the administration and continuous improvement of certification and recertification programs, ensuring team members demonstrate operational accuracy, service excellence, and readiness.
  • Evaluate training effectiveness using learner feedback, quality assessments, operational performance metrics, and member experience measures, and use insights to enhance learning outcomes and hospitality standards.
  • Maintain and update learning content in the Learning Management System to reflect process changes, system enhancements, regulatory requirements, and evolving member expectations.
  • Collaborate with Member Experience and Talent Development leaders to identify performance opportunities, implement targeted learning solutions, and reinforce a culture where exceptional employee experiences enable exceptional member experiences.
  • Contribute to reports and key learning metrics, including onboarding effectiveness, certification completion, learner readiness, service quality, and member satisfaction.
  • Serve as a mentor and resource to trainers, subject matter experts, and training champions, and stay current on hospitality, service, and adult learning best practices.
  • Champion continuous learning, maintain a growth mindset, pursue ongoing professional development, and leverage emerging learning and development trends and instructional design best practices.

Desired Qualifications

  • Industry certifications such as APTD, CPTD, hospitality certifications, or training certifications are preferred.
  • Bilingual individuals fluent in a second language in addition to English are highly encouraged to apply.

About the Company

Broadview Federal Credit Union

Member-owned financial cooperative delivering banking services

Broadview Federal Credit Union is a member-owned, not-for-profit financial cooperative serving individuals and businesses in New York's Capital Region, Binghamton, Syracuse, and Buffalo. It offers a full range of financial products including deposits, loans, mortgages, commercial lending, and digital banking via online and mobile apps. Profits are reinvested back into the credit union, enabling competitive rates, lower fees, and a focus on member financial education and well-being, setting it apart from traditional banks. Its goal is to serve members and communities with accessible, affordable financial services that improve financial health and support local growth.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Albany, NY
Founded
1934

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