Card Services Product Trainer -Financial Program
Job Description
Key Skills
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Job Title: Card Services Product Trainer -Financial Program
Location: Alabang, Muntinlupa, Philippines
Work Setup: Onsite
Shift: Shifting schedules (Night Shift / Rotational Shifts)
Salary Package: Negotiable
JOB SUMMARY
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.
KEY RESPONSIBILITIES
- Facilitate New Hire Training covering domain basics, product knowledge, system workflows, and LOB processes.
- Conduct upskilling, cross-skilling, refresher training, and product update sessions.
- Manage the nesting/hypercare phase following classroom training.
- Provide real-time floor support and handle escalated queries.
- Maintain training documentation, attendance logs, assessment scores, and compliance certification records.
- Ensure training records are maintained for audit readiness.
- Track training impact using KPIs including Batch Throughput, First Time Right (FTR), 0–30 Day Attrition, AHT, Quality Scores, and CSAT.
- Conduct Training Needs Analysis (TNA/TNI) based on operational dashboards and error trends.
QUALIFICATIONS
- 3–5 years of total experience in a BPO environment.
- Minimum 2 years of Trainer experience specifically in Card Services within a BPO.
- At least 2 years of experience as a Product Trainer supporting Financial/Commercial Card Services.
- Experience must be specifically in Card Services; Collections, Insurance, and Fraud experience alone will not qualify.
- Bachelor’s degree in Business Administration, Finance, Education, Communications, or a related field.
- Strong understanding of financial terminology and commercial card services.
- Experience with financial platforms such as 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 such as Articulate 360 or Camtasia.
- Advanced proficiency in MS Office/Google Workspace, particularly PowerPoint/Slides and Excel/Sheets.
CORE COMPETENCIES
- Strong financial and commercial card services knowledge
- Excellent facilitation and public-speaking skills
- Strong written and verbal communication
- Ability to simplify complex financial workflows
- Data-driven and analytical mindset
- Strong coaching and problem-solving abilities
- Flexibility to work night and rotational shifts
Role
Product Manager-Cards
Timings
Rotational Shifts (Permanent)
Industry
Accounting / Finance
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services
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Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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