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GRATITUDE INC
APAC · AFRICA · U.S.A

Card Services Product Trainer -Financial Program

458 Views 1 week ago
Experience 3–5 Year(s)
₱
Salary ₱ 30 – 40K p.m
Location Manila (Makati, Taguig)
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Job Description

CARD SERVICES PRODUCT TRAINER – FINANCIAL PROGRAM

Alabang, Muntinlupa | Onsite | Night Shift 

NOW HIRING – 5 CARD SERVICES PRODUCT TRAINERS!

Are you an experienced BPO Trainer with a strong background in Financial or Commercial Card Services?

This is an exciting opportunity to use your training expertise, financial domain knowledge, and leadership skills to develop high-performing frontline teams.



WHAT YOU'LL DO

Training Design & Facilitation

- Facilitate New Hire Training (NHT) covering financial domain fundamentals, card products, systems, workflows, and LOB knowledge.

- Conduct upskilling, cross-skilling, refresher, and product update training for tenured employees.

- Develop training materials, job aids, mock scenarios, assessments, and learning modules in collaboration with SMEs and instructional designers.

- Apply effective adult learning principles to maximize knowledge retention and learner engagement.


Nesting & Floor Support

- Manage the Nesting/Hypercare phase following classroom training.

- Provide real-time floor support and assist agents with escalated product or process concerns.

- Conduct side-by-side coaching, call/transaction audits, and floor observations.

- Identify knowledge gaps and provide targeted coaching interventions.


Compliance & Governance

- Maintain accurate training records, attendance, assessment results, and compliance certifications.

- Ensure training activities align with required compliance and operational standards.

- Support audit readiness through complete and accurate documentation.


Performance & Training Analytics

- Monitor training effectiveness using key metrics such as FTR, AHT, Quality, CSAT, throughput, and early attrition.

- Conduct Training Needs Analysis (TNA/TNI) using operational dashboards, quality results, and error trends.

- Identify performance gaps and recommend targeted learning solutions.


MUST-HAVE QUALIFICATIONS

- 3–5 years total BPO experience.

- Minimum 2 years of experience as a BPO Trainer supporting Card Services.

- Minimum 2 years of Product Trainer experience in Financial/Commercial Card Services.

- Card Services experience is required.

- Experience in Collections, Insurance, or Fraud alone does not qualify for the required Card Services Trainer experience.

- Bachelor's degree in Business Administration, Finance, Education, Communications, or a related field.

- Strong understanding of financial terminology and Commercial Card Services.

- Excellent facilitation, presentation, communication, and public-speaking skills.

- Strong analytical and problem-solving abilities.

- Willing to work shifting/rotational schedules, including night shifts.


TECHNICAL SKILLS

Experience with financial and servicing platforms such as:

- Salesforce Financial Services Cloud

- Fiserv

- FIS

- Finacle

- TSYS

- Proprietary financial/card servicing platforms


Knowledge of:

- Learning Management Systems (LMS)

- E-learning authoring tools such as Articulate 360 and Camtasia

- MS Office / Google Workspace

- PowerPoint/Slides and Excel/Sheets for training materials and performance tracking


WHO WE'RE LOOKING FOR

We're looking for a confident facilitator, financial-services expert, and performance-driven trainer who can turn complex card-service processes into simple, practical, and engaging learning experiences.

If you have strong Card Services Trainer experience and you're ready to take your training career to the next level, this opportunity is for you!


APPLY NOW!

Take the next step toward building high-performing financial services teams.

Key Skills

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

Role Specifications

Role
Product Manager-Cards
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services

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About Company

Gratitude Inc
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Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.

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Recruiter - Gratitude Inc
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