The Learning and Development Specialist is responsible for managing non-administrative tasks of the Learning Management System (LMS), assisting in the creation of training materials and e-learning programs, producing virtual training, vendor coordination, client coordination, and back up to the Learning Development Assistant and the Sr. Learning and Development Specialist.

Essential Duties

• Answer questions and troubleshoot issues related to the Learning Management system.
• Correspond with vendors regarding issues, questions, additional functionality desired, customization of programs, and software upgrades.
• Ensure the functionality and accuracy of data in the LMS.
• Create/maintain learning plans for compliance and professional skills in the LMS.
• Coordinate development of annual compliance learning plans with stakeholders.
• Assist in the creation of eLearning, Tasks, Assessments and Surveys; load into LMS or send through third party vendor.
• Assist in updating/creating training materials as necessary.
• Produce virtual training sessions and webinars.
• Create and edit videos, both live action and animated.
• Maintain spreadsheets related to live and virtual instructor-led training effectiveness.
• Maintain the department website on SharePoint.
• Support other departments in completion of departmental projects by serving primarily as an internal public relations representative.

Non-Essential Duties

• Serve as a back-up to the Learning and Development Assistant and the Sr. Learning and Development Specialist.
• Support specific department tasks as needed.

Required Knowledge

• Basic understanding of the banking industry and regulations
• Expertise with Learning Management System functionalities
• Microsoft Office: Outlook, Word, Excel
• Virtual training platforms

Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.

Basic Knowledge, Skills and Abilities

• Excellent verbal and written communication skills
• Excellent interpersonal skills
• Strong organizational skills
• Ability to work on multiple projects and priorities in a professional and timely manner
• Ability to work effectively with staff from all levels in the organization
• Attention to detail and creative thinker
• Proactive in addressing client needs
• Computer and internet skills
• Ability to effectively present information in a clear manner, demonstrate procedures and respond to questions

Equipment Operated

• Telephone, photocopy machine
• Computer, scanner, printer
• Projector, microphone, sound system, projector screen, etc.

Physical Requirements & Work Environment:

• Requires repetitive movement
• Requires standing and/or sitting for prolonged periods of time
• Requires lifting up 25 lbs.
• Requires using hands to handle, control or feel objects
• Office setting w/controlled temperature

Education and Experience:

• High School equivalent required
• Bachelor’s degree preferred
• Experience in a financial institution preferred
• Experience as a Teller, New Accounts or Operations a plus

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.