- Partner with Business Services leaders, HR business partners, and cross-functional teams to design and deliver impactful learning strategies that support Summit’s strategic goals.
- Lead enterprise-wide initiatives that build leadership capability and drive performance.
- Deliver high-impact learning experiences that spark behavior change and elevate team effectiveness.
- Apply evaluation methodologies to measure ROI and continuously improve learning solutions.
- Represent L&D in enterprise projects and planning sessions, influencing outcomes and accelerating success.
- Coach and mentor internal educators and L&D team members to foster a culture of continuous learning.
- A creative mindset and consultative approach to problem-solving and performance improvement.
- Business Services and Business Lending Experience
- Expertise in facilitation (core systems, product/service, sales, sales management, account opening/maintenance/closing).
- Strong instructional design skills—ILT required; eLearning preferred.
- Proven ability to manage projects, courses, and programs from concept to execution.
- Experience in Sales Enablement and learning analytics.
- Bachelor’s degree or equivalent experience (APTD, CPTD, SHRM-SCP, or Prosci certifications are a plus).
- 2+ years of experience in financial services, with deep knowledge of business lines supported.
- Proficiency in Microsoft 365 and tools like Articulate 360, Adobe Suite, and Docebo LMS.
Because you want to make a difference. At Summit, you’ll find:
- A mission-driven culture where your work matters.
- A collaborative, people-first environment that values your growth.
- Recognition as a Top Workplace in Wisconsin and nationally.
- A commitment to internal mobility—44% of our roles are filled by internal candidates.
- A place where employees refer their friends because they love where they work.
If you’re excited to help others succeed, curious to learn more, and optimistic about finding your professional home—Summit could be your tribe. Visit our website, connect with us on social media, or talk to someone who works here. And if it feels like the right fit, we’d love to see your application.
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need. Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Business Services and Business Lending experience
- Expertise facilitating core systems, product/service, sales, sales management, and account opening, maintenance, and closing training
- Strong instructional design skills with instructor-led training experience
- Experience managing projects, courses, and programs from concept to execution
- Experience in sales enablement and learning analytics
- Bachelor’s degree or equivalent experience
- At least 2 years of financial services experience with knowledge of supported business lines
- Proficiency with Microsoft 365, Articulate 360, Adobe Suite, and Docebo LMS
- eLearning experience
- APTD, CPTD, SHRM-SCP, or Prosci certification
What We Do
The Summit Federal Credit Union is a not-for-profit, member-owned financial cooperative serving members in Central New York, the Finger Lakes Region and Western New York. It offers a full range of affordable financial products and services, along with savings options, banking advice and neighborly support to help members achieve financial goals. The organization also emphasizes serving diverse communities and supporting local nonprofit organizations.
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