Current Opportunities


 Date Posted

Educators Credit Union Job:       Organizational Development Specialist

 Welcome to Educators Credit Union! We are a closed charter credit union, serving the financial needs of anyone who has attended school in Southeastern Wisconsin in addition to education, healthcare and government related employees and their families.

We service Kenosha, Milwaukee, Ozaukee, Racine, Rock, Walworth, Washington, and Waukesha counties with 22 convenient locations!

Educators Mission Statement

Our mission is to passionately help people by educating and advising and earning loyalty. Educators Credit Union is a not-for-profit financial cooperative owned by its members.

Educators History

Educators Credit Union originated in Racine, Wisconsin in 1937 as the Racine Teachers’ Credit Union.

Although growth was slow in the early years, it was steady. In the 1970’s Educators had a major growth spurt with the opening of the Kenosha and Burlington branch offices. It was then that the Racine Teachers Credit Union emerged as “Educators Credit Union”. Educators now has 17 full-service offices and has expanded its charter to include the groups listed above.

The credit union has undergone many changes in the last 75 years, Educators’ mission statement remains constant. Today, with assets exceeding $1.3 billion, Educators is one of the largest and most successful credit unions in Southeastern Wisconsin.

All Educators deposits are insured by the NCUA for at least $250,000.

Job Title: Organizational Development Specialist

Tracking Code


Job Description

Role: This position will be responsible for the training of new employees into the Teller Role at Educators Credit Union.  To improve overall employee effectiveness/performance through the application of individual and group training techniques and programs, consistent with the Credit Union's organizational priorities.

Job Description:

  • Facilitates learning and development activities in areas related to company values, leadership competencies, compliance policies, systems and orientation.  Such areas include: Employee training sessions and on-the-job training, computers and software, marketing techniques, health and safety practices, and refresher training; as well as the development of processes, policies and procedures relevant to training and compliance.  Facilitates employee learning and development.
  • Displays knowledge of principles and methods for training and curriculum design, teaching and facilitation for individuals and groups.  Researches new training techniques and recommends enhancements to existing training programs.
  • Collaborate with others in the analysis design, development, delivery, evaluation and coordination of training programs.  Formulates training outlines and determines instructional methods, utilizing classroom training, group instruction, demonstrations, workshops, media and other tools.  Evaluates and assists in the designing of training manuals and related collateral essential to the development of employees.
  • Evaluates effectiveness of training programs, utilizing best practice methods to identify, recommend and implement improvements.
  • Creates and implement programs at work that connect employees with organizational goals.
  • Tracks the progress of trainees through routine assessments, feedback, surveys observation, supervisor feedback.
  • Completes reports, research and documentation as required.  Attends meetings as required.
  • Performs other related duties as assigned.

Required Skills

  • Requires the ability to adhere to and maintain a high level of confidentiality, professionalism and respect
  • Ability to work with all levels of an organization and foster relationships with other entities (internally and externally).
  • Knowledge of principles and processes for providing member service and personal service.
  • Excellent oral, written communication and presentation skills
  • Ability to manage multiple tasks, processes and projects.
  • Ability to collaborate and/or work individually to meet targeted timeframes.
  • Requires problem solving ability skills
  • Ability to adapt to shifting priorities and align activities and priorities to meet organizational goals.
  • Requires ability to process complex time sensitive data and information from multiple sources, make sound decisions based on this data, and to effectively communicate the related required actions to a broad audience.
  • Requires the ability to be detailed-oriented.
  • Requires the ability to adopt a broad spectrum of technology, including current software and business equipment.

Required Experience

  • High School Diploma or GED is required
  • More than one year of similar or related experience with a teller and lending background

Equal Opportunity Employer: Minorities, Women, Veterans, Disabilities

Job Location

Mt Pleasant, Wisconsin, United States

Position Type


Please apply at:

Job Title: Technical Training Senior Specialist

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

 We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

 What's the role?

This open training position will be supporting Investment Client Services. Experience with Advisory programs and the Envestnet platform or in learning and development is desired. If you have one or the other, being a quick learner with a willingness to develop these skills is preferred.  


• Applies knowledge of adult learning theories, current learning trends and technologies, and best practices when:
o Facilitating and coaching (in-person or virtually; one-on-one or to groups) operational training operational training for home office, field and other learners
o Designing/developing new or updating existing technical training material (e.g., presentations, activities, case studies, quizzes, scripts) using content provided by subject matter experts (SMEs).

• Creates operations training plans.
• May create communication plans to create awareness/desire for training offerings and other operational enhancements.

• Conducts training needs and content analyses related to operational work at all levels of the value stream
• Measures and evaluates training using business metrics to assess training impact.

• May curate and/or author new content, in consultation with SMEs, for Mutual Knowledge.

• Keeps current on his/her business-area subject matter and may expand expertise to include other areas or value streams.
• Is responsible for identifying/recommending the integration of new technical content into existing.
• Supports/contributes to efforts to deliver innovative training and improve performance in the field and home office (e.g., rubrics/matrices; virtual training; electronic performance support tools; CEB)
• May design/develop eLearning using authorware (e.g. Captivate, Articulate Storyline, Lectora).
• Mentors team members and contractors.
• Consults related to technical training with own team and external teams throughout the home office

 Bring Your Best! What this role needs:

· Bachelor’s degree in business, training, instructional design, information/library science or related field. (Professional certification or equivalent experience may be substituted for academic requirements.)
· At least 3-5 years Operations experience at NM or elsewhere in the financial/insurance industry or proven ability to learn quickly.
· 1-2 years demonstrated ability to apply adult learning theories through formal education, course work or practical experience, preferably in an operations environment.

· Strong facilitation skills – including experience in virtual facilitation.
· Strong business and technical writing.
· Computer literate with strong knowledge of Microsoft Office Suite.

· Ability to work independently and collaboratively, with proven ability to lead projects to completion in environments of ongoing change and ambiguity.
· Experience using authorware (e.g. Captivate, Articulate Storyline, Lectora) to create eLearning.
· Strong interpersonal skills and the ability to exercise good judgment and interpretive thinking.
· Industry license as needed by designated business area (or obtained within agreed upon timeframe).
· Ability to travel, if needed.

 If interested, please apply here:

Req ID: 23158
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 0-2 years
Licenses/Certifications: Not Applicable
FLSA Status: Exempt
Posting Date: 06/11/2018



SEWI-ATD Job Posting Policy

The SEWI-ATD Chapter website provides a job posting service to businesses in Southeastern Wisconsin seeking individuals in the training and/or curriculum design field. The fee to post a job for 60 days is $75 for active SEWI-ATD members, and $125 for non-members. It's easy to pay for your post below! Please attach your job posting (Word .doc format) and send to Don't forget "how to apply" instructions. Jobs will be processed/posted within 2-3 business days after payment is received.

SEWI-ATD Terms for Advertising

  • SEWI-ATD publisher reserves the right to refuse or cancel any advertisement.
  • Postings must represent actual current job openings, and can be removed prior to the 6 month term if the position is no longer open.
  • The information provided will be used in its exact form. In no event will the publisher be responsible for errors or omissions.  By submitting your advertisement, you are agreeing not to hold SEWI-ATD responsible for errors. Change fee is $25 after your advertisement is posted.
  • The advertiser agrees to defend and indemnify the publisher against any and all liability, loss of expense incurred from claims of trademarks, trade names or patents, violations of rights of privacy and infringements of copyrights and proprietary rights resulting from the publication of the advertisement.

 PAY FOR YOUR JOB POST: Fees can be paid here via CREDIT CARD or PayPal

Job Post Fee
© sewi-atd
Powered by Wild Apricot Membership Software