Client Services Trainer

Client Services Trainer


Responsible for developing, designing and facilitating software application and service training to internal employees  and clients.  Training is delivered using different modalities including instructor led, virtual, or a blended learning solution.

Essential Duties and Responsibilities:

  • Provide facilitation to internal employees and clients utilizing software applications including Power Point, Go To Meeting and Adobe Captivate.
  • Facilitates software, troubleshooting, and soft skill workshops. May create, design, and customize training materials and procedures for each situation.
  • Delivers customer service training to internal staff.
  • Arranges and prepares selected training materials for use during live and web-based training sessions.
  • Creates reusable webinar training sessions.
  • Responsible for training facilities.
  • Tests and maintains software for training purposes.
  • Provides customer follow-up on any question asked during training that required post-training research. Ensures all questions are answered timely and thoroughly.
  • Seeks increased knowledge of features and functions of products and services. Increases knowledge of current training techniques and practices.  Keeps current on product changes and upgrades.
  • Participate in client services analyst training and duties for product knowledge.
  • May troubleshoot and debug issues prior to, during, and after installations.
  • Prioritizes and documents problems.
  • Travel to client sites for training delivery.
  • Other duties as assigned.


  • Bachelor’s degree in Business, Finance or Education preferred / Equivalent work experience in Banking or Financial industry accepted
  • 1 year minimum of instructor led and virtual facilitation experience preferred
  • 1 year minimum of customer service facilitation experience preferred
  • Excellent communication skills, including strong writing, reporting and business correspondence
  • Basic mathematical skills
  • Resourceful, fact finder and ability to draw valid conclusions
  • Courteous, professional and patient
  • Excellent problem solving skills
  • Strong attention to detail
  • Accountable
  • Strong basic computer skills, Windows OS, and Microsoft Office products


  • Ability to travel 30%
  • Must have a valid driver’s license with good driving history


Salary:  Depending on Experience and Education

Status:  Non Exempt

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