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The Organizational Development (OD) Specialist plays a key role in strengthening employee capability and supporting the organization’s mission through the design, delivery, and evaluation of training and financial education initiatives. This role partners closely with leaders, subject matter experts, and community stakeholders to create engaging learning experiences that support employee development, member education, and organizational effectiveness. This position balances internal training design and facilitation with external financial education support.

CORPORATE COMPETENCIES

Member Service and Value – Deliver exemplary service internally and externally in accordance with the credit union’s service standards and in a professional manner that projects confidence, knowledge, and ability to provide options and solutions to meet member needs within established policies and procedures. Interactions with members provide value and generate good will and a positive image of MCCU as a trustworthy financial institution.
Team Player – Possess exceptional collaborative skills to work cross functionally with various departments and operational areas to solve problems and advance ideas and innovation. Maintain positive working relationships with all credit union team members to achieve corporate and departmental goals and objectives. Treat people with respect; keep commitments; inspire the trust of others.
Accountability/Accuracy/Efficiency – Maintain a superior level of attention to detail and ensure accuracy in all transactions and activities performed. Organized and thorough in completing duties and a reliable team member. Ensure established processes and procedures are complied with and are consistently executed. Display self-motivation. Accept responsibility for own actions and hold others accountable to maintain appropriate levels of performance in accordance with established policies and procedures.
Decision Making - Consistently apply superior data driven decision-making techniques pertaining to job duties, inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as a tool for development. Exercise good judgement in making decisions, ensuring appropriate supervisory approvals are obtained.
Communication – Exhibit strong communication skills with all internal and external stakeholders. This includes appropriate collaboration and engagement of staff and other higher-level executives in information gathering and sharing, project management, and implementation of projects and other assignments. It also includes communication with vendors, members, and other external parties. Respond to inquiries or refers inquiries to the appropriate department or person and exhibiting the necessary follow through with members and/or staff involved.

ESSENTIAL DUTIES

Performance Responsibilities – Responsibilities and duties related to this function are:

Facilitate role-specific training for Member Experience Associates, Member Experience Specialists, and other identified credit union team members.
Co-facilitate or support the design, develop, and maintain instructor-led, virtual, and blended learning programs aligned with organizational goals.
Conduct needs assessments and collaboration with leaders to identify skill gaps and development opportunities.
Create engaging learning materials including facilitator guides, participant workbooks, job aids, presentations, and digital content.
Facilitate internal training sessions for employees across departments and experience levels.
Assist with the planning, coordination, and delivery of financial education programs and community events.
Support development of financial education content for students, members, and community partners.
Serve as a presenter or co-presenter at financial education events as needed.
Coordinate logistics such as scheduling, materials, registration, and volunteer support.
Partner with internal teams (HR, leadership, marketing) to ensure consistency and alignment.
Support and contribute to organizational development initiatives.
Stay current on learning and development trends, tools, and best practices.
All other duties as assigned by Leader.

ENVIRONMENT AND PHYSICAL ACTIVITY

The incumbent is in a non-confined office type setting in which he or she is free to move about at will. The position includes driving to MCCU branches which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc.
While performing this position, the incumbent spends time writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.

The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), scanning equipment, money counter, credit card terminal, laptop computer, personal computer and related printers, or other equipment as directed.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, member and vendor contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Leadership reserves the right to change this job description at any time according to business needs.

DATE: January 2026

Qualifications

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

1-3 year of related work experience, preferably in a financial institution.
Experience designing and delivering training in a professional setting, preferred.
Bachelor’s degree in Human Resources, Organizational Development/Management, Business Administration, or a related field, preferred.
Professional HR certification (e.g., SHRM-CP/SCP or PHR/SPHR) preferred.
Ability to analyze information, gather feedback, and assist with organizational assessments or surveys.
Ability to perform duties with minimal direction. Solid time management skills and the ability to handle multiple tasks at one time. Strong organizational skills.
Ability to communicate complex information clearly and engagingly.
Proficiency with Microsoft Office and/or learning technology platforms.

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