Training Analyst - Bilingual English / Spanish Required
Training Analyst - Bilingual English / Spanish Required
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Job Description
Posting Description
As a Client Trainer youwill be responsible for developing and implementing tailored learning plans for our clients ensuring a premier training experience. This role will involveplanning and coordinating all necessary technology entitlement and systemic requirements to meet the unique needs of each client. you will facilitate virtual one-on-one client training sessions for newly on boarded clients and existing clients who will require customized session to learn multiple products and view their actual company files and data.
Additionally you will conduct webinar trainings which will be live facilitator-led web conferences attended by multiple clients. Training delivery methods will primarily be conducted via Zoom with an expectation of facilitating approximately 5-6 one-hour sessions per day. Your expertise will ensure that clients received comprehensive and effective training enhancing their understanding and utilization of our products and services.
Job Responsibilities
- Facilitate one-on-one and group client training sessions on our Treasury online platform ensuring sessions are engaging and informative
- Ensure client questions are answered during training sessions building confidence in platform usage
- Complete all online documentation within guidelines and according to the established SLAs
- Update systems of record to ensure clarity of actions for other areas assisting clients
- Assess and resolve issues quickly escalating concerns when necessary and ensuring timely follow-up on unresolved inquiries
- Participate in project teams or process improvement initiatives to enhance training effectiveness
- Deliver training sessions in Spanish for clients preferring instructions in Spanish demonstrating proficiency in both verbal and written Spanish including banking terminology
Required qualifications capabilities and skills
- Possess at least1 year of training delivery experience or demonstrate the ability to convey complex information in a simple and logical manner such as through walkthroughs and test resolutions
- Exhibit strong level of attention to detail and ability to multitask while maintaining a strong customer focus
- Demonstrate strong business and cash management knowledge along with product and process expertise
- Showcase excellent oral written and presentation skills
- Display excellent organizational and time management skills
- Proficient in managing and arranging appointments and meetings using a calendar preferably with MS Outlook
- Capable ofworking independently with minimal supervision
- Demonstrated the ability to rapidly acquire and master proficiency in various internally developed desktop web and mobile applications
- Required proficiency in both English and Spanish
Preferred qualifications capabilities and skills
- Possess experience in delivering presentations within virtual environments such as Zoom WebEx or similar platforms
Demonstrate familiarity with banking products and services enhancing the ability to effectively communicate and train clients in this domain
Required Experience:
IC
Employment Type
Full-Time
