
Financial Services Training Professional
2 days ago
Job Title: Financial Services Training Specialist
Job Description:- Conduct comprehensive training needs assessments to understand learner characteristics, skill levels, and job settings.
- Determine effective instructional strategies based on assessment results.
- Design, modify, or develop high-quality instructional materials for various training modalities, including traditional classroom, web-based, and job-aids.
- Classes may feature standard or customized content, using a train-the-trainer or end-user approach.
- Deliver engaging and informative training sessions using excellent presentation skills, verbal communication, and classroom management techniques at company facilities or client locations.
- Evaluate training outcomes by soliciting and reviewing feedback and evaluation from taught classes.
- Stay up-to-date on system changes by reviewing product documentation, technical requirements, and configuration control specifications.
- Develop and manage content and parameters of training banks, including account and scenario setup, product definition across multiple applications, and security features.
- Manage all aspects of training projects, including reviewing project statements, communicating with clients, and working with implementation and client relationship teams to adapt training context and content accordingly.
- Stay current on relevant trends within the financial services industry, focusing on banking, wealth management, insurance, and regulatory aspects related to products and services.
- Thorough knowledge of trained systems and products, as well as company procedures.
- Excellent presentation and interpersonal skills.
- Understanding of adult education principles and techniques.
- Classroom management skills.
- Strong understanding of banking and financial services industries, including commercial and consumer banking, lending, insurance, wealth management, online banking, card services, and bill payment services.
- Effective verbal and written communication skills.
- Proficient in technology and office automation tools.
- Customer service skills, with a focus on client needs and building positive relationships.
- Team skills, including establishing effective working relationships with all levels within the organization.
- Strong time management, problem-solving, project management, leadership, and negotiation skills.
- Attention to detail and resourcefulness.
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