Customer Exp Trainer, Financial

Posted Oct 9


Develop and facilitate progression and enhancement training for new hires in order to meet and exceed all aspects of client needs and requirements according to policies and procedures.


  • Coordinate new hire, progression and enhancement training
  • Train new and existing employees on client projects emphasizing customer confidentiality and security
  • Develop non-classroom communication and training materials
  • Assess individual participant and class performance
  • Participate in minor client interaction including effective curriculum feedback and client visits
  • Demonstrate the highest standards of ethical and professional conduct in dealing with new employees
  • Thrive as a team player in a fast paced, high energy, change oriented environment
  • Ensure all policies and procedures are adhered to including Security, HR, Operations, etc.
  • Perform other related duties and assignments as required and assigned by supervisor or manager.


Minimum 1 year call center supervisory or training experience in high paced customer focused environment

  • Six months previous Customer Service Experience
  • Experienced in using Microsoft Offfice
  • Ability to speak fluent English
  • Ability to work under pressure, plan, meet deadlines and be accountable for the performance of others
  • Requires solid organizational, administrative, leadership and time management skills
  • Able to demonstrate personal ownership of tasks and follow through to obtain desired results
  • Must have a keen sense of attention to detail, taking the initiative
  • Must be enthusiastic and comfortable speaking in front of large groups of people
  • Patience with various types of learners
  • Skilled in determining why and how tasks should be handled to effective completion
  • Proven experience in overcoming unexpected difficulties and using logical problem solving skills
  • Excellent written and verbal communication skills
  • Prior training curriculum development (instructional design) experience preferred
  • Must have availability to work various shifts influenced by current business needs
  • College degree preferred or equivalent work experience required
  • High school diploma or GED required
  • Must pass background and drug tests