Financial Services Training Specialist
hace 1 mes
At Platacard, we are revolutionizing the way people interact with money through a cutting-edge financial platform that offers inclusive access to premium financial products and best-in-class customer support. Our mission is to make finance easier, more personalized, and trustworthy for every Mexican.
We are looking for an experienced Financial Services Training Specialist to join our team:
About the RoleThis is a full-time position responsible for designing and developing training programs for new and current customer service, sales, and collections agents. The successful candidate will be able to coordinate face-to-face or virtual trainings, assist customer service agents in a personalized way, provide product information for educational content creation, and ensure completion of mandatory training across all relevant team members.
Responsibilities- Design and develop training programs tailored to the needs of our customer-facing teams
- Coordinate face-to-face or virtual trainings, making use of training plans and materials
- Assist customer service agents in improving their effectiveness as employees
- Provide product information for the design team to create educational content
- Evaluate the effectiveness of training programs and make recommendations for improvement
To be successful in this role, you will need:
- 4 years of experience in training and customer service skills development, preferably in the financial sector
- Strong ability to teach, mentor, and develop a team of customer service agents
- Studies in psychology, social sciences, organizational development, human resources, or pedagogy
- Technical knowledge to work with training software and creation of materials
- Excellent written and verbal communication skills in English and Spanish, with the ability to communicate and present information clearly and effectively
We offer a competitive salary range of $20,000-$25,000 per month, a comprehensive benefits package including free beverages, medical insurance, life insurance, and additional vacation time. This is a great opportunity to grow your career in a dynamic and innovative company.
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