AVP, Learning

This position will be working at our Headquarters Building in North Austin (183/Oak Knoll). This position does not offer the opportunity to work remotely at this time.

We are seeking an innovative and experienced Assistant Vice President (AVP) of Learning & Development to spearhead our overall learning and development strategy at UHCU. In collaboration with the COO, you will design, recommend, and implement a comprehensive strategic roadmap for Learning & Development.

Your primary focus will be on creating and delivering an in-house professional development training curriculum that encompasses essential areas such as compliance, role-specific training, technical skills, soft skills, new hire orientation, sales training, and management/leadership development. This role is crucial in upholding the quality, effectiveness, and efficiency of UHCU training programs by ensuring adherence to instructional and technical product quality standards. Your initiatives will align with organizational strategies aimed at fostering growth and enhancing both member and employee satisfaction.

The ideal candidate will have a proven track record in planning, organizing, and executing successful Learning & Development strategies. You should be adept at managing multiple complex projects, establishing priorities, and meeting deadlines. This hands-on role requires collaboration with your team to ensure high-quality outputs within ambitious timeframes. Join us at UHCU and play a vital role in shaping the future of our Learning & Development department

How You'll Contribute to this Strategic role at UHCU:

Your initial responsibilities will be to consult and collaborate with key business partners and stakeholders to help identify organizational needs and enhance employee performance. Lead the design, implementation, and delivery of sustainable L&D strategy that equips new hires and existing team members with essential skills to drive impact and growth. Assess and prioritize training needs across the organization to ensure successful execution of professional development programs. As the leader of our dynamic L&D team, you will foster their professional development and ensure impactful delivery of training initiatives.

Leadership & Team Development

• Manage the Learning & Development department. Directly and indirectly oversee the completion of prioritized deliverables to ensure a positive employee learning and development experience.
• Create a high-performing, service-driven culture by developing staff through providing effective training, coaching, individual development plans and performance reviews.
• Effectively lead the Learning & Development team through change management in partnership with other Credit Union departments.
• Provide tactical and strategic leadership to the Learning & Development team and ensure resources are aligned with the business strategy.

Strategic Execution

• Develop appropriate Learning & Development metrics to continuously monitor and provide actionable insights into Key Performance Indicators (KPIs), trends, member and employee experience, process improvement and other measures of success and/or underperforming areas.
• Compile data and analyze past, current, and future training requirements to prepare budgets and justify funds requested and monitor the training budget to ensure costs are consistent with allocated funds. Provide regular updates to the COO.
• Continuously seek and support new approaches, practices and processes to improve the efficiency and consistency of learning and development. Validate that curriculum solutions align to business priorities and strategy for operational effectiveness.

Learning & Development Operations

• Oversee the development and implementation of new formal and informal learning strategies and products for areas such as technical, compliance, member service, sales, new hire, teller training, soft skills and management/leadership development.
• Ensure consistency in the delivery and application of training standards across the Credit Union and evolve the delivery and application, as necessary.
• Engage with key stakeholders to build a sophisticated understanding of organizational training needs and organize course content to produce curriculums that meets those learning needs.
• Formulate training policies, programs and schedules, based on knowledge of identified training needs, or changes in products, services, or procedures.
• Oversee the development of organizational communication channels, such as intranet bulletin boards and applicable newsletters to keep employees informed of training and development events and resources.
• Ensure training manuals, job aids, and other learning and development materials are consistently maintained. Oversee training rooms to ensure they are maintained and equipment is in working order.

Training Assessments & Metrics and Compliance

• Compile training analysis and report to the COO and UHCU Training Committee on a monthly basis, along with completed and proposed training opportunities.
• Develop processes to measure the effectiveness of training programs, curriculum solutions and learner performance to ensure solutions meet employee skill development requirements and incorporate changes, as necessary.
• Analyze the effectiveness of learning interventions through performance, post-course delivery assessments, designed learning transfer modes and applicable statistical reports. Create opportunities for reinforcement and oversee post-learning follow-up and support.

• Ensure learning and development programs are in compliance with Credit Union policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations.

Vendor Management

• Build and maintain third-party vendor relationships in order to maintain organizational workflow. Prepare requests for proposals and/or quotes and complete due diligence for new vendors.
• Continuously evaluate third-party vendor relationships and their features and offerings for the department and present viable options to UHCU Training Committee, Technology Business Owners Committee, and/or the Technology Steering/Cybersecurity Committee, as applicable.
• Collaborate with vendors to open cases and resolve issues and proactively develop internal procedures.

Minimum Qualifications

• Bachelor's degree from an accredited college or university in Business Administration, Organizational Development, Adult Learning, Instructional Design, or other related field.
• Minimum 5 years of demonstrated learning and development (education/training) experience with progressive leadership responsibilities related to training consultation, instructional design, and training facilitation of leadership development and interpersonal skill building related programs.
• Minimum 3 years of training and development management experience with responsibility for creating functional strategies and objectives for direct and indirect reports; including responsibilities for coaching, mentoring, developing and motivating staff.
• Demonstrated experience designing and implementing in-house learning programs and curriculums that successfully develop competent employees.
• Demonstrated experience supervising fully remote and/or hybrid employees.
• Exceptional knowledge of instructional design tools and methodologies, including project management tools and multi-media authoring training tools.
• Demonstrated experience in the utilization of learning management systems (LMS) and e-learning platforms.
• Strong attention to detail and ability to manage multiple projects. Verbal and written communication skills with ability to work collaboratively and supportively with individuals, groups, management, and other organizational units to achieve business strategies, goals and objectives.
• Advanced understanding of Microsoft Excel, Word, PowerPoint, and Outlook with strong technical and computer skills.

Preferred Qualifications

• Master's degree in Organizational Development, Adult Learning, Instructional Design, or other related field preferred.
• 3+ years of experience in a financial institution or related industry with responsibilities related to developing and implementing large-scale learning and development training initiatives.
• 5+ years of management experience with responsibility for creating functional strategies and specific objectives for a learning and development team.
• Experience scaling and managing a learning and development team with at least 5 direct/indirect reports.
• Demonstrated knowledge of credit union federal and state rules and regulations.
• Additional certifications in the areas of Instructional Design, Project Management, Coaching or Leadership Development.

About United Heritage Credit Union:

The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.5 billion in assets, more than 77,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.

UHCU Offers:

• Competitive Benefits Package
• 401(k) options (Pre-Tax and/or Roth)
• Generous paid time off (PTO)
• Education Reimbursement Program
• Opportunity to Advance

Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case