Learning and Development Business Partner

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 87 years, we’ve built genuine relationships, provided trusted guidance, and put people before transactions to help our members achieve life’s most important milestones. Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions. We’ve been named #1 Credit Union by the Orange County Register for several years and most recently in 2024 & 2025. We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy showing up and feel empowered to do meaningful, impactful work every day.

About the Role

This is not a traditional training role. We're seeking a learning strategist, performance consultant, facilitator, and business partner who thrives at the intersection of talent development and business results. If you're ready to expand your influence, this is an opportunity to help shape organizational capability across an entire enterprise.

Responsibilities

• Build influential partnerships across the organization, collaborating with leaders to understand business priorities, workforce challenges, and performance gaps. Through thoughtful consultation and needs assessment, transform business objectives into impactful talent and learning solutions.
• Develop learning roadmaps that support organizational initiatives, including:
  • Digital transformation
  • Leadership development
  • Compliance and regulatory readiness
  • Member service excellence
  • Sales effectiveness
  • Employee engagement and retention
  • Change management initiatives
• Apply performance consulting principles to look beyond training requests and identify root causes. By analyzing business metrics and performance data, recommend the right solutions, whether that's training, coaching, process improvements, job aids, or change management strategies.
• Partner with our talented Learning & Development team to design and implement learning experiences through multiple modalities, including:
  • Instructor-led training
  • Virtual learning
  • E-learning
  • Blended learning programs
  • Microlearning
  • Videos and multimedia
  • Performance support tools
  • Infographics and job aids

Qualifications

• Bachelor's degree in Training & Development, Organizational Development, Business Administration, or a related field preferred
• 3+ years of Learning & Development, Organizational Development, or Talent Development experience
• Financial services, banking, or credit union experience strongly preferred
• Experience serving as a business partner, consultant, relationship manager, or internal advisor

Skills

• Adult learning theory and instructional design methodologies
• Change management principles and practices
• Learning technologies and learning management systems
• Microsoft 365 applications
• Learning analytics and performance measurement
• Credit union or banking regulations and operational environments

Pay

The targeted hourly rate range is $32.00 per hour to $39.00 per hour. Final offer will be determined based on experience, education, training/certifications, and specialized skills.

Benefits

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance: 13 days of vacation and seven (7) sick days annually, plus paid holidays.
• Recognition & Growth: Annual merit increases, discretionary bonus, and educational grants up to $1,000 per year.

Schedule

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.