AI Trainer – Banking & Financial Services

Job Description:

AI Trainer Banking & Financial Services

Role Overview

We are seeking an experienced and engaging AI Trainer to design and deliver practical business-focused AI training programs for employees across the banking and financial services sector.

The successful candidate will help banking professionals understand adopt and effectively use Generative AI automation analytics and AI-enabled productivity tools in their day-to-day workflows. The role requires the ability to translate complex AI concepts into practical banking use cases while ensuring appropriate consideration of data privacy information security regulatory requirements and responsible AI practices.

The AI Trainer will work closely with business teams IT Digital Transformation Risk & Compliance and Human Resources/Learning & Development teams to build AI capabilities across the organization.

Key Responsibilities

AI Training & Facilitation

• Design and deliver engaging in-person virtual and hybrid AI training programs for banking employees.
• Conduct hands-on workshops covering Generative AI ChatGPT Microsoft Copilot AI productivity tools RPA analytics and automation.
• Develop training programs for different employee skill levels from AI awareness and fundamentals to advanced business applications.
• Facilitate interactive demonstrations practical exercises simulations case studies and group activities.

Banking-Specific AI Use Cases

• Develop and demonstrate practical AI applications across:
• Retail and Commercial Banking
• Customer Service and Contact Centers
• Credit and Lending
• Risk Management
• Compliance and AML
• KYC and Customer Onboarding
• Operations and Back Office
• Finance and Reporting
• Sales and Relationship Management
• Marketing and Lead Generation
• Demonstrate use cases such as customer query support document summarization policy and procedure analysis KYC documentation report generation fraud-risk analysis meeting summarization research lead generation and workflow automation.
• Identify opportunities where employees can safely use AI to improve productivity service quality and operational efficiency.

Responsible AI Security & Compliance

• Train employees on responsible and secure use of AI within a banking environment.
• Educate participants on prompt engineering AI limitations hallucinations verification of AI-generated content and appropriate human oversight.
• Provide guidance on data sensitivity confidentiality personally identifiable information (PII) customer information and restricted banking data.
• Incorporate applicable organizational policies and regulatory requirements relating to AI privacy cybersecurity and information governance.
• Promote responsible AI adoption without compromising customer confidentiality regulatory compliance or information security.

Training Content & Learning Materials

• Develop customized training decks facilitator guides exercises demonstrations case studies assessments and knowledge checks.
• Create quick-reference guides AI prompt libraries workflow guides FAQs and other post-training resources.
• Develop practical examples and exercises based on the employees actual business functions.
• Maintain and continuously update training content as AI tools capabilities policies and banking use cases evolve.

Stakeholder Collaboration & Program Management

• Collaborate with IT Digital Transformation Innovation HR/L&D Risk Compliance Information Security and business leaders to identify training requirements.
• Conduct training needs assessments and recommend appropriate learning paths by department and employee segment.
• Support training calendars participant coordination session planning attendance tracking and post-training activities.
• Collect participant feedback and training effectiveness data and continuously improve the program.
• Provide post-training support and guidance to encourage sustained adoption of AI tools.

Required Qualifications

• Bachelors or Masters degree in Computer Science Information Technology Data Science Business Artificial Intelligence or a related discipline.
• 3 years of experience in AI training technology training corporate learning L&D digital transformation or a related field.
• Demonstrated experience delivering training to corporate enterprise BFSI banking financial services fintech or other regulated-sector employees.
• Strong practical knowledge of Generative AI and AI productivity tools.
• Experience with tools such as:
• ChatGPT
• Microsoft Copilot
• Google Gemini
• Claude or similar Generative AI platforms
• Notion AI and other productivity AI tools
• UiPath / Microsoft Power Automate or similar RPA platforms
• Power BI / Tableau or other analytics and visualization platforms
• Strong understanding of prompt engineering AI-assisted workflows AI limitations and responsible AI practices.
• Excellent presentation facilitation communication and interpersonal skills.
• Ability to simplify complex technical concepts for non-technical business audiences.
• Strong ability to create practical engaging and outcome-oriented learning experiences.

Preferred Qualifications / Nice to Have

• Previous experience training employees within banks NBFCs fintech companies insurance companies or other financial institutions.
• Practical understanding of banking operations including KYC AML lending customer service risk compliance operations and financial reporting.
• Familiarity with applicable regulatory and security frameworks such as RBI guidelines GDPR ISO 27001 data privacy information security and responsible AI principles.
• Certification in Artificial Intelligence Generative AI Instructional Design Learning & Development Digital Transformation or related disciplines.
• Experience developing enterprise AI adoption or AI upskilling programs.
• Experience working with senior management and cross-functional business teams.

Key Competencies

• AI & Generative AI
• Prompt Engineering
• Banking & BFSI Domain Knowledge
• Corporate Training & Facilitation
• Digital Transformation
• AI Productivity & Automation
• Responsible AI
• Data Privacy & Security Awareness
• Instructional Design
• Stakeholder Management
• Business Communication
• Change Management

Success Measures

The success of the role will be measured through:

• Employee participation and training completion.
• Improvement in AI knowledge and practical skills.
• Adoption of approved AI tools across business functions.
• Identification and implementation of relevant AI use cases.
• Improvements in employee productivity and workflow efficiency.
• Participant satisfaction and post-training assessment results.
• Quality and relevance of training materials and ongoing AI enablement.

Why Join Us

• Work at the forefront of AI-driven digital transformation in banking and financial services.
• Help organizations build practical and responsible AI capabilities at scale.
• Work directly with business technology and transformation teams.
• Enable employees to use AI to improve productivity customer experience operational efficiency and decision support.
• Contribute to the development of the future-ready workforce for the BFSI sector.