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Needham Bank Learning & Development Specialist in Needham, Massachusetts

Job Descriptions:

The Learning & Development Specialist contributes to the fulfillment of bank-wide Learning & Development initiatives and functions as a business partner by specializing in training for assigned teams. This position is responsible for partnering with the project management organization and designing, administering and/or delivering training to ensure employees have the skills and competencies needed to perform their jobs effectively.


Business Partner

  • Regularly conduct training needs analyses and confer with L&D Director to support the project management organization and business lines with a focus on content creation and delivery of training to support Operations (Digital Banking, Loan Ops, Deposit Ops, Cash Management, and Customer Care Center.)

  • Function as learning and development business partner by staying abreast of the needs of assigned teams and developing and demonstrating expertise in the products and/or services offered by those teams to support career growth.

  • Assist in the implementation of bank-wide product and service knowledge training; collaborate and provide support to other members of the L&D team as needed.

  • Design and deliver training related documents, materials, and presentations. Review and edit training content for consistency and design, and identify improvement opportunities for course and courseware materials through delivery and proofreading of course materials to ensure procedures, exercises, and practices work as written and meet department standards.

  • Utilize all training modalities to include eLearning, virtual-led, and live instructor-led approaches to support learning.

  • Collaborates with subject matter experts and management as needed to design and deliver training.

Training Administration

  • Track internal and external course registrations, completion information, and recordkeeping.

  • Coordinate the management, retrieval and destruction of training records within established guidelines.

  • Coordinate managers and employees to achieve full participation in optional and required training through proper communication channels; administer BAI training for all employees and provide reports to Compliance.

  • Responsible for training logistics to include booking rooms for training and non-department trainers, coordinating with IT and Facilities to maintain/update training room issues.

  • Collaborate, coordinate, and communicate across disciplines and departments;

  • Prepare reports as required by management and executive staff;

  • Work with and assist outside vendors as necessary;

  • Perform additional duties as requested, needed or assigned.

Required Experience:

  • Bachelor’s degree highly desired or equivalent experience/combined education required.

  • Prior experience in an operational or customer service role in banking.

  • Prior experience understanding and explaining bank operating policies and procedures, and banking regulations (state and federal).

  • Familiarity with Needham Bank’s customers’ needs and knowledge of Bank products and services.

  • Proven ability to work independently while still maintaining strong ties throughout organization;

  • Demonstrated effective human relations and employee relations skills, including patience, ability to establish rapport and trust; the ability to capture and energize a class of new students and hold their interest;

  • Demonstrated ability to work collaboratively across business lines and interact comfortably with all levels within the organization from new employees to senior management.

  • Demonstrated proficiency in “stand-up presentation skills”; effective articulation/verbal presentation skills and verbal communications ability;

  • Strong demonstrated written communication skills.

  • Proficiency in using Microsoft Office products.

  • Previous experience in instructional design is beneficial but not required;

  • Demonstrated training and facilitation skills, including the proven ability to work with adult learners. Familiarity with the principles and fundamentals of adult learning theory;

  • Demonstrated successful problem-solving skills required;

  • Excellent proven and demonstrated customer service skills required;

  • Ability to lead by example in providing excellent customer service;

  • Ability to operate with the highest level of confidentiality and discretion.

  • Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)


  • Normal business office environment

  • Travel between branches may be required

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

Keyword: Learning and Development

From: Needham Bank