Training Development Specialist

We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.

At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

The Training Development Specialist develops, coordinates, and conducts training programs to ensure that Credit Union employees fully understand policies, procedures and job responsibilities; that policies, procedures and job responsibilities are consistently applied; a specialized focus on assigned specific programs and opportunities to ensure employees’ job skills and career growth are enhanced; and that training supports Advancial’s strategic initiatives.

What You’ll Do:

Training & Program Development

• 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.

Employee Training & Coaching

• 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.

Training Operations & Administration

• 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.

Performance Evaluation & Continuous Improvement

• 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.

Culture

• Cultivate a positive, respectful, and collaborative culture across the organization—foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Requirements

What You’ll Bring:

Education and Experience

• Education: Bachelor's degree from a four-year college or university.

• Experience: Three years of related financial institution experience, with an emphasis on sales and operations; facilitating training sessions (both online and in person) of varying lengths, delivering presentations, and communicating complex information clearly to diverse audiences

• Equivalent qualifications: A comparable combination of education and relevant experience may be considered.

• Preferred: Lending experience, but it is not required; experience with authoring tools including Camtasia, Easy Generator, and Snag-it

Communication & Relationship Management

• Foster a positive, respectful, and collaborative environment aligned with organizational values, service standards, and employee and member satisfaction.
• Exude confident leading group discussions, engaging participants, explaining technical concepts, and adapting 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.

Project Management & Organizational Skills

• Organize, prioritize, and manage multiple projects, deadlines, and shifting priorities in a fast-paced environment.
• Demonstrate strong project tracking, execution, follow-through, and time management skills.

Technical Proficiency & Professional Development

• Maintain proficiency in Microsoft Office (Word, 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.

This is a hybrid role based at 10000 N. Central Expressway, Suite 1400, Dallas, Texas, with a salary range of $61,000-$76,000.

Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you’re looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you’ve found the right place.

What to Expect in Our Hiring Process:

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in‑person interview at 10000 N. Central Expy. Ste. 1400, Dallas, Texas.
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

Benefits

What We Offer:

We provide comprehensive healthcare, life insurance, and 401(k) benefits—but that’s just the beginning.

Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO—free for you and your loved ones, with only taxes to cover.

Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.

Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.

Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.

Navigate Life’s Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn’t always go according to plan.