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This role involves developing and delivering comprehensive training programs for financial services systems and solutions, ensuring employees are well-equipped to utilize core technologies effectively. You will collaborate closely with subject matter experts and stakeholders to create impactful learning materials and facilitate engaging training sessions.
Job Responsibility:
Develop and deliver training programs for financial services systems, including teller systems, account opening platforms, online banking tools, and document archiving solutions
Attend project meetings and vendor sessions to gain in-depth knowledge of core solutions and translate this knowledge into effective training materials
Collaborate with subject matter experts and stakeholders to identify training needs and ensure content aligns with organizational goals
Create high-quality training resources, including manuals and guides, while adhering to company style guidelines
Plan and execute virtual and in-person training sessions for employees, accommodating group sizes ranging from 30 to 100 participants
Facilitate train-the-trainer sessions to prepare organizational trainers for upcoming system conversions
Support employees during system transitions by providing ongoing development and troubleshooting assistance
Utilize software tools such as Adobe Acrobat, Microsoft Teams, and PowerPoint to create and deliver training materials
Travel onsite for specific training events during system conversions, as required
Collaborate with team members to share ideas, improve training strategies, and ensure consistent delivery across the organization
Requirements:
Proven experience in developing and delivering training programs, preferably within the financial services industry
Proficiency in software tools including Adobe Acrobat, Microsoft Teams, and PowerPoint
Strong presentation skills and comfort speaking in front of diverse audiences
Ability to work closely with subject matter experts to gather information and translate it into practical training materials
Familiarity with CRM systems and other financial technologies
Excellent written and verbal communication skills to create clear and engaging training content
Ability to manage multiple tasks and deadlines in a collaborative environment
Willingness to travel occasionally for onsite training sessions during system conversions
What we offer:
medical, vision, dental, and life and disability insurance
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