Learning & Perf Design Consultant I

📍 Job Overview

Job Title: Learning & Performance Design Consultant I

Company: MidFirst Bank

Location: Oklahoma City, OK, USA

Job Type: FULL_TIME

Category: Learning & Development Operations / GTM Enablement

Date Posted: 2026-03-23

Experience Level: 10+ Years

Remote Status: On-site

🚀 Role Summary

• Design and develop comprehensive learning experiences for enterprise-wide training initiatives.

• Create engaging online learning materials, interactive activities, and robust assessment strategies.

• Develop practical workflow support tools and resources for seamless application of new knowledge.

• Collaborate extensively with subject matter experts (SMEs) to ensure accurate and current content.

• Establish key performance indicators (KPIs) and metrics to measure the effectiveness and ROI of training programs.

📝 Enhancement Note: Given the title "Learning & Performance Design Consultant" and the emphasis on curriculum development, adult learning methodologies, and performance metrics, this role sits within the broader GTM Enablement and Operations function. While not strictly Sales Ops or Rev Ops, it's critical for ensuring sales and customer-facing teams have the knowledge and skills to perform effectively, directly impacting revenue generation. The "Consultant" aspect suggests a strategic, advisory capacity.

📈 Primary Responsibilities

• Develop and maintain robust curricula aligned with defined competency models and skill frameworks across the organization.

• Author and edit comprehensive course materials, including outlines, facilitator guides, participant workbooks, and digital learning modules for both in-person and online delivery.

• Design and implement effective assessment strategies, rubrics, and evaluation tools to gauge learner comprehension and skill acquisition.

• Collaborate with Subject Matter Experts (SMEs) to gather, validate, and integrate technical and procedural content into learning solutions, ensuring alignment with business objectives.

• Conduct thorough training needs analyses by assessing current skills, identifying performance gaps, and defining specific learning objectives and requirements.

• Define and track key metrics to evaluate the effectiveness, impact, and ROI of all developed learning programs, reporting findings to stakeholders.

• Stay abreast of the latest trends in adult learning methodologies, instructional design principles, and authoring tool advancements, applying them to enhance learning experiences.

• Maintain and update existing learning materials to ensure accuracy, relevance, and alignment with evolving business processes and industry standards.

• Participate in industry learning organizations and online communities to foster continuous professional development and share best practices.

📝 Enhancement Note: The responsibilities clearly indicate a need for structured process design and documentation, which is a core function within operations. The emphasis on metrics and effectiveness evaluation directly ties into operational efficiency and performance management.

🎓 Skills & Qualifications

Education: Bachelor’s degree in Education, Instructional Design, Organizational Development, Business, or a related field.

Experience: Minimum of 10 years of progressive experience in instructional design, learning experience design, or performance consulting, with a demonstrated track record of developing complex learning solutions.

Required Skills:

• Deep expertise in adult learning methodologies (e.g., Andragogy, Experiential Learning, Cognitive Load Theory).

• Proven ability to design and develop engaging online learning content using various authoring tools (e.g., Articulate Storyline, Adobe Captivate, Rise 360).

• Strong curriculum development skills, including needs assessment, learning objective definition, content structuring, and evaluation design.

• Experience in creating instructor manuals, facilitator guides, and other pedagogical tools for both virtual and in-person training environments.

• Proficient in conducting training needs analyses and developing competency models or skill frameworks.

• Demonstrated ability to collaborate effectively with Subject Matter Experts (SMEs) to extract and synthesize complex information.

• Experience in establishing and tracking metrics for training effectiveness and ROI.

• Excellent writing, editing, and communication skills, with a keen eye for detail and clarity.

Preferred Skills:

• Experience in the financial services industry, understanding its unique training and regulatory landscape.

• Familiarity with Learning Management Systems (LMS) for content deployment and tracking.

• Knowledge of performance consulting frameworks and change management principles.

• Experience with multimedia development tools (e.g., Camtasia, Adobe Premiere).

• Certification in Instructional Design or Adult Learning.

📝 Enhancement Note: The 10+ years of experience requirement, coupled with the "Consultant" title, suggests a senior-level role that requires not just execution but also strategic input and a deep understanding of learning theory and its practical application in a corporate setting. The preference for financial services experience is a critical qualifier.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• A comprehensive portfolio showcasing a range of learning solutions developed, including examples of online courses, blended learning programs, and job aids.

• Case studies detailing the design process, from needs analysis and objective setting to content development, implementation, and evaluation, highlighting the impact on learner performance or business metrics.

• Examples of assessment tools, rubrics, and evaluation strategies used to measure learning effectiveness.

• Documentation demonstrating collaboration with SMEs and stakeholder management.

Process Documentation:

• Demonstrable experience in documenting learning design and development processes, including workflow procedures for content creation, review, and approval.

• Ability to articulate the methodology used for conducting training needs analyses and defining learning objectives.

• Examples of how data and metrics were used to inform design decisions and demonstrate the ROI of learning initiatives.

📝 Enhancement Note: For a consultant role, a strong portfolio is paramount. It serves as tangible proof of their design philosophy, process adherence, and ability to deliver measurable results, much like a GTM operations professional would present process improvements or system implementations.

💵 Compensation & Benefits

Salary Range:

Based on the 10+ years of experience requirement, the geographic location (Oklahoma City, OK), and the specialized nature of instructional design and performance consulting within the financial services industry, an estimated salary range for this role is $90,000 - $125,000 annually.

📝 Enhancement Note: This salary estimate is derived from industry benchmarks for senior instructional designers and learning consultants in similar metropolitan areas, factoring in the specific experience level and the financial services sector. It is a guideline and may vary based on the candidate's specific qualifications and negotiation.

Benefits:

• Comprehensive health, dental, and vision insurance plans.

• Generous paid time off (PTO) and holiday schedule.

• 401(k) retirement plan with company match.

• Opportunities for professional development, including training, certifications, and conference attendance.

• Employee assistance program (EAP).

• Potential for performance-based bonuses.

• Access to company-sponsored wellness programs.

Working Hours: 40 hours per week, standard business hours. Flexibility may be available for project deadlines, but the role is primarily on-site.

📝 Enhancement Note: The standard 40-hour work week is typical for full-time roles, especially in banking where adherence to business hours is often emphasized. The emphasis on on-site work suggests a need for in-person collaboration and direct access to SMEs and training facilities.

🎯 Team & Company Context

🏢 Company Culture

Industry: Banking and Financial Services. MidFirst Bank is a significant player in its markets, focused on community banking and providing a range of financial products and services. This industry requires a strong emphasis on compliance, accuracy, and customer service.

Company Size: MidFirst Bank is a large organization, typically employing several thousand individuals across its various locations. This size implies established processes, a structured hierarchy, and opportunities for impact across a broad employee base.

Founded: MidFirst Bank has a long history, founded in 1913. This longevity suggests stability, a deep understanding of the market, and a culture that values tradition and long-term relationships.

Team Structure:

• The Learning & Performance Design Consultant will likely be part of the larger Human Resources or Enterprise Training department.

• This team is responsible for the development and delivery of training programs across all functions of the bank.

• The role will involve close collaboration with HR Business Partners, departmental managers, and individual Subject Matter Experts (SMEs) from various business units.

Methodology:

• Emphasis on data-driven decision-making for training needs and effectiveness measurement.

• Structured approach to curriculum development, adhering to established instructional design models.

• Focus on compliance and regulatory requirements within the financial services sector.

• Collaborative approach to content creation, leveraging internal expertise.

• Commitment to continuous improvement of learning programs and employee performance.

Company Website: https://www.midfirst.com/

📝 Enhancement Note: Large financial institutions like MidFirst Bank often have highly structured L&D departments that work closely with operational teams to ensure alignment and compliance. The "Consultant" aspect suggests a strategic partner role rather than solely an executor.

📈 Career & Growth Analysis

Operations Career Level: This role is at a senior individual contributor level, equivalent to a Senior Instructional Designer or Learning Consultant. It requires extensive experience and the ability to operate with a high degree of autonomy in designing and developing complex learning solutions. The "Consultant I" designation suggests a foundational level within a senior consultant track, with potential for progression to higher-level consulting roles or management.

Reporting Structure: The consultant will report to a manager within the Learning & Development function, likely responsible for overseeing training design and development. They will frequently interact with stakeholders across various departments, acting as an internal consultant to understand and address their learning needs.

Operations Impact: This role directly impacts operational efficiency and effectiveness by equipping employees with the necessary skills and knowledge to perform their jobs accurately and efficiently. Well-designed training can reduce errors, improve customer service, ensure compliance, and ultimately contribute to the bank's profitability and reputation. The ability to measure and demonstrate this impact is crucial.

Growth Opportunities:

• Skill Advancement: Opportunity to deepen expertise in specialized areas of instructional design, learning technologies, and performance improvement methodologies.

• Leadership Development: Potential to lead larger, more complex learning projects, mentor junior designers, or move into a Learning & Development Management role.

• Cross-Functional Exposure: Gain exposure to various business units within the bank, understanding their unique operational challenges and contributing to solutions.

• Industry Recognition: Opportunities to present at industry conferences or contribute to professional publications based on successful learning initiatives.

📝 Enhancement Note: The career path for a Learning Consultant in a large organization often involves increasing project scope, strategic influence, and potentially team leadership. The emphasis on performance metrics aligns with operational goals of driving efficiency and ROI.

🌐 Work Environment

Office Type: MidFirst Bank operates primarily through a traditional corporate office environment. This role is designated as on-site, requiring regular attendance at the Oklahoma City office.

Office Location(s): The specific office location is in Oklahoma City, OK 73118. Candidates should consider commute times and proximity to this central location.

Workspace Context:

• The workspace will likely be a professional office setting, potentially with dedicated space for design work and collaboration.

• Access to standard office technology, including computers, internet, and relevant software.

• Opportunities for face-to-face collaboration with colleagues in the L&D team and with Subject Matter Experts from various departments.

• A structured work environment that emphasizes professionalism, adherence to company policies, and a focus on delivering high-quality results.

Work Schedule: The standard work schedule is Monday through Friday, approximately 8:00 AM to 5:00 PM, totaling 40 hours per week. While the role is on-site, occasional flexibility may be required to meet critical project deadlines or coordinate with SMEs in different time zones or with varied schedules, though this is less common for on-site roles.

📝 Enhancement Note: The on-site requirement is a significant factor, indicating the company's preference for in-person collaboration, direct access to resources, and a traditional corporate culture.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A review of your resume and portfolio to assess qualifications and experience against the job requirements.

• Phone/Video Interview: A discussion with an HR representative or hiring manager to gauge cultural fit, initial understanding of the role, and salary expectations.

• Skills Assessment/Case Study: Candidates will likely be asked to complete a design challenge or present a portfolio piece that demonstrates their instructional design process, adult learning application, and ability to measure impact. This is crucial for evaluating practical skills.

• In-Person Interview(s): Meetings with the L&D team, potential direct reports (if applicable), and key stakeholders (e.g., department heads, senior SMEs) to assess collaboration, communication style, and strategic thinking.

• Final Offer: Based on overall assessment.

Portfolio Review Tips:

• Structure and Clarity: Organize your portfolio logically, perhaps by project type or by demonstrating a full design cycle. Ensure each project clearly outlines the problem, your role, the solution, and the results.

• Highlight Impact: For each case study, clearly articulate the learning objectives, the design choices made, and – most importantly – the measurable impact on learner performance, behavior change, or business outcomes (e.g., reduction in errors, faster onboarding, improved compliance rates).

• Showcase Process: Demonstrate your understanding of the end-to-end instructional design process. Include examples of needs assessments, learning objectives, content outlines, assessment strategies, and evaluation methods.

• Tailor to Financial Services: If possible, include examples or discuss how your experience is transferable to the financial services industry, emphasizing compliance, accuracy, and regulatory understanding.

• Technical Proficiency: Be prepared to discuss the authoring tools and technologies you used, and why you chose them for specific projects.

Challenge Preparation:

• Understand the Prompt: Carefully read and analyze any case study or design challenge. Identify the core problem and the desired outcomes.

• Apply Adult Learning Principles: Ensure your proposed solution is grounded in sound adult learning theory.

• Focus on Measurability: Think about how you would measure the success of your proposed solution. Identify key metrics and evaluation methods.

• Consider Stakeholders: Think about who the key stakeholders are and how you would communicate your design and its benefits to them.

• Time Management: Practice completing design tasks within a given timeframe, as these challenges are often time-bound.

📝 Enhancement Note: The emphasis on a portfolio and potential case study highlights the practical, results-oriented nature of this role, mirroring how operations professionals are often assessed on their ability to deliver tangible improvements.

🛠 Tools & Technology Stack

Primary Tools:

• Authoring Tools: Proficiency in industry-standard e-learning authoring tools such as Articulate Storyline, Adobe Captivate, or similar platforms for developing interactive online courses.

• Content Development Software: Advanced skills in Microsoft PowerPoint for presentation design and potentially graphic design tools like Adobe Photoshop or Illustrator for creating visual assets.

• Learning Management System (LMS): Familiarity with LMS platforms (e.g., SAP SuccessFactors, Cornerstone OnDemand, or proprietary systems) for deploying, managing, and tracking online learning content.

Analytics & Reporting:

• Experience in defining and tracking learning metrics, potentially using Excel or business intelligence tools for data analysis and reporting on training effectiveness and ROI.

CRM & Automation:

• While not a direct CRM role, understanding how training impacts customer-facing roles (sales, service) may involve familiarity with CRM principles and how learning contributes to CRM data accuracy and user adoption.

• Experience with workflow automation tools may be beneficial for streamlining the content development and review process.

📝 Enhancement Note: While the core tools are instructional design software, the mention of metrics and ROI analysis aligns with the data-driven approach common in operations. Understanding how learning impacts user adoption of other systems (like CRM) is also an operational consideration.

👥 Team Culture & Values

Operations Values:

• Accuracy and Precision: In the banking industry, accuracy is paramount. Learning materials must be precise and error-free, especially concerning financial data, regulations, and procedures.

• Compliance and Integrity: Upholding the highest standards of ethical conduct and ensuring all training materials align with regulatory requirements and company policies.

• Efficiency and Effectiveness: Designing learning solutions that are not only engaging but also efficient to develop and deliver, and demonstrably effective in improving performance and achieving business goals.

• Continuous Improvement: A commitment to ongoing learning, seeking feedback, and refining processes and programs to adapt to evolving needs and best practices.

• Collaboration and Partnership: Working effectively with SMEs, stakeholders, and team members to achieve shared objectives.

Collaboration Style:

• Partnership with SMEs: A consultative approach to working with subject matter experts, treating them as key partners in content development.

• Cross-Functional Teamwork: Collaborating closely with other members of the L&D team, HR, and business unit leaders to ensure learning initiatives are aligned with strategic priorities.

• Feedback Integration: Actively seeking and incorporating feedback from learners, SMEs, and stakeholders to improve learning experiences.

• Knowledge Sharing: Willingness to share best practices and insights within the L&D team and potentially across the organization.

📝 Enhancement Note: The emphasis on accuracy, compliance, and efficiency are core tenets of operational excellence, directly applicable to the L&D function within a regulated industry like banking.

⚡ Challenges & Growth Opportunities

Challenges:

• Bridging the Gap: Translating complex technical or procedural information from SMEs into easily understandable and actionable learning content.

• Measuring Impact: Quantifying the direct impact of learning on employee performance and business outcomes in a way that satisfies senior leadership.

• Keeping Pace: Staying current with rapidly evolving adult learning technologies, methodologies, and financial industry regulations.

• Stakeholder Management: Balancing the diverse needs and expectations of various stakeholders across different departments.

• Resource Constraints: Potentially working with limited budgets or timelines, requiring creative solutions and efficient design processes.

Learning & Development Opportunities:

• Advanced Instructional Design: Pursuing certifications or specialized training in areas like gamification, mobile learning, or learning analytics.

• Performance Consulting Expertise: Developing skills in broader performance improvement strategies beyond traditional training.

• Leadership Roles: Opportunities to take on project leadership, team management, or strategic planning roles within the L&D function.

• Industry Engagement: Participating in professional organizations (e.g., ATD) to network, learn from peers, and stay abreast of industry trends.

• Financial Services Specialization: Deepening knowledge of the banking sector, its products, services, and regulatory environment.

📝 Enhancement Note: These challenges and opportunities are typical for senior roles in specialized functions like L&D, requiring continuous adaptation and strategic thinking, much like in operations.

💡 Interview Preparation

Strategy Questions:

• "Describe your process for conducting a thorough training needs analysis, from initial stakeholder consultation to final recommendations." (Focus on structured methodology, data gathering, and gap identification.)

• "Walk us through a complex learning project you designed from concept to completion. What were the biggest challenges, how did you overcome them, and what were the measurable results?" (Emphasize your design process, problem-solving skills, and ability to quantify impact.)

• "How do you ensure that learning content remains accurate and compliant within a highly regulated industry like financial services?" (Highlight your understanding of compliance, review processes, and content maintenance strategies.)

Company & Culture Questions:

• "What do you know about MidFirst Bank and the financial services industry that makes you a strong candidate for this role?" (Showcase your research on the company's values, mission, and the industry's specific training needs.)

• "How do you approach measuring the ROI of learning programs?" (Be prepared to discuss specific metrics, evaluation models (e.g., Kirkpatrick's), and how you've demonstrated value in the past.)

Portfolio Presentation Strategy:

• Tell a Story: For each portfolio piece, present it as a mini case study. Clearly define the problem, your role and approach, the solution you designed, and the quantifiable results achieved.

• Focus on Process: Articulate your design methodology. Walk interviewers through your steps, from needs assessment and objective setting to content development and evaluation.

• Highlight Adult Learning: Explicitly mention the adult learning principles you applied and why they were appropriate for the specific audience and learning objectives.

• Showcase Measurement: Be ready to discuss the metrics you used to evaluate success and any impact you observed on learner behavior or business outcomes.

• Be Prepared for Technical Questions: Be ready to discuss the authoring tools and technologies you used and why you made those choices.

📝 Enhancement Note: Interview preparation for this role involves demonstrating not just design skills but also strategic thinking, problem-solving, and a results-oriented approach, mirroring the expectations for operations professionals.

📌 Application Steps

To apply for this Learning & Performance Design Consultant position:

• Submit Your Application: Complete the online application through the provided link on the MidFirst Bank careers portal.

• Tailor Your Resume: Ensure your resume highlights your 10+ years of experience in instructional design, curriculum development, and performance consulting. Quantify achievements wherever possible, focusing on metrics related to learning effectiveness, ROI, or performance improvement.

• Curate Your Portfolio: Select 3-5 of your strongest projects that best showcase your design process, adult learning expertise, and ability to measure impact. Organize it clearly, perhaps with a brief executive summary for each project.

• Prepare Your Case Study Presentation: Be ready to present one or two key projects from your portfolio during the interview process, focusing on the problem, your solution, and the measurable results. Practice articulating your design choices and their rationale.

• Research MidFirst Bank: Understand their business, values, and the financial services industry. Consider how your skills can best contribute to their specific operational and training needs.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.