Card Services Product Trainer -Financial Program

Gratitude Inc

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5 days ago

Card Services Product Trainer -Financial Program

3-5 Year(s)

₱ 38 - ₱ 40K p.m

Manila (Alabang Muntinlupa City)

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Job Description

Key Skills

BPO Call center Financial Account Product Trainer. Commercial Card Services.

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Job title: Card Services Product Trainer -Financial Program
Work Setup: Onsite in Alabang Muntinlupa
Shift: Shifting schedules (night shift / rotational shifts)
Salary Package: Php.30,000 to 40,000 (no other allowances), can still accept up to 45K
You can target former Genpact employees, as they have handled a similar account and may have relevant experience.
This role ensures that agents master commercial card services products, compliance guidelines, system navigation, and operational workflows to achieve peak performance, high accuracy, and strict adherence to client SLAs.
Key Responsibilities
Training Design & Facilitation
New Hire Onboarding (NHT): Facilitate new-hire training classes covering domain basics, product architecture, system workflows, and line-of-business (LOB) knowledge.
Up-skilling & Cross-skilling: Conduct refresher courses, product updates, and specialized training for tenured agents to adapt to new regulatory changes, software updates, or client policies.
Content Development: Collaborate with Instructional Designers and Subject Matter Experts (SMEs) to develop modular training kits, SOP job aids, mock scenarios, and assessments using adult learning principles.
Nesting & Floor Support
Manage the Nesting / Hypercare phase after classroom training, providing real-time floor support, handling escalated queries, and bridging the gap between theory and live operations.
Conduct side-by-side coaching, call/transaction audits, and floor observations to address knowledge gaps early.
Compliance & Governance
Maintain training documentation, attendance logs, assessment scores, and compliance certification records for audit readiness
Metrics & Performance Tracking
Measure training impact across key performance indicators (KPIs) such as Batch Throughput %, First Time Right (FTR), 0–30 Day Attrition, Average Handling Time (AHT), Quality Scores, and CSAT.
Perform Training Needs Analysis (TNA/TNI) driven by operational quality dashboards and error trend reports.
Qualifications & Skill Requirements
•Total Experience: Minimum 3–5 years in a BPO environment.
•Minimum Trainer experience with Card Services in a BPO - 2 years (not Collections, Insurance, Fraud)
•Domain Specifics: At least 2 years in a Product Trainer supporting Financial/Commercial Card Services
•Bachelor’s degree in Business Administration, Finance, Education, Communications, or any re Technical & System Skills
•High proficiency in navigating core banking/financial platforms (e.g., Salesforce Financial Services Cloud, Fiserv, FIS, Finacle, TSYS, or proprietary servicing platforms).
•Hands-on experience with Learning Management Systems (LMS) and e-learning authoring tools (e.g., Articulate 360, Camtasia) lated field.
•Advanced command of MS Office / Google Workspace (especially PowerPoint/Slides and Excel/Sheets for tracking metrics).
Core Competencies & Soft Skills
•Domain Expertise: Strong grasp of financial terminology and commercial card services scope
•Facilitation & Public Speaking: Exceptional verbal and written communication skills; ability to simplify complex financial •workflows for diverse learning styles.
•Analytical Ability: Data-driven mindset to analyze post-training performance metrics and identify root causes for bottom-•quartile agents.
•Flexibility: Willingness to work in shifting schedules (night shift / rotational shifts)
Pre-Screening Notes
Educational Attainment:
Total BPO Experience:
Trainer Experience in Card Services (BPO only; excluding Collections, Insurance, and Fraud):
Last Drawn Salary:
Expected Salary:

Role

Any Other

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

Any Other

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Blessing Offor

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