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GRATITUDE INC
APAC · AFRICA · U.S.A

Card Services Product Trainer -Financial Program

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

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
HC : 5

The Card Services Product Trainer is responsible for designing, delivering, and evaluating end-to-end training programs for new hires and existing frontline operations teams
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

  1. 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.
  2. 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.
  3. Compliance & Governance
    Maintain training documentation, attendance logs, assessment scores, and compliance certification records for audit readiness
  4. 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)


Educational Attainment:
Total BPO Experience:
Trainer Experience in Card Services (BPO only; excluding Collections, Insurance, and Fraud):
Last Drawn Salary:
Expected Salary:



Key Skills

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

Role Specifications

Role
Account Manager
Timings
Flexible (Contract To Hire)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
ITES / BPO / Customer Service

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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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