Financial Customer Service Trainer
Job Summary
The Financial Customer Service Trainer will be responsible for delivering training on US/UK banking operations, including mortgage, auto financing, and fraud. The role involves facilitating both virtual and face-to-face sessions, assessing trainee performance, and providing continuous coaching. You will also develop training materials and collaborate with Operations and Quality teams to ensure training effectiveness.
Responsibilities
- Deliver virtual and classroom banking training
- Facilitate modules on loans, mortgages, and fraud
- Assess performance and provide coaching
- Develop and update training materials
- Collaborate with Operations and Quality teams
Required Skills
- 2-4 years US/UK banking experience
- Experience in call center training
- Knowledge of loan/mortgage/fraud processes
- Training facilitation (Virtual & F2F)
- Strong communication and coaching skills
Job Details
Qualifications:
- 2-4 years' work experience in US/UK banking operations and training in a call center or shared services environment.
- Relevant financial account experience should include mortgage, auto/motor financing, collections, fraud, underwriting, payouts, or related areas.
- Basic understanding of training methodologies applied on virtual and F2F instructor-led classes.
- Excellent communication & feedback/coaching Skills.
Responsibilities:
- Deliver virtual and classroom training on US/UK banking operations.
- Facilitate training on loan origination, motor/auto financing, mortgage, collections, fraud, and underwriting.
- Assess trainee performance and provide coaching and feedback.
- Identify learning gaps and conduct refresher training.
- Develop and update training materials and job aids.
- Ensure compliance with banking policies and procedures.
- Partner with Operations and Quality to improve training effectiveness.
- Track learner progress and training completion.
- Support onboarding, cross-training, and upskilling initiatives.