Posting Description

As a Client Trainer, you will be responsible for developing and implementing tailored learning plans for our clients, ensuring a premier training experience. This role will involve planning 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 Portuguese for clients preferring instructions in Portuguese, demonstrating proficiency in both verbal and written Portuguese, including banking terminology

 

Required qualifications, capabilities, and skills

Possess at least 1+ 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 of working 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 Portuguese. 

 

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.