Bsi Financial Services - Irving, TX

posted 2 months ago

Full-time - Mid Level
Irving, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Corporate Trainer at BSI Financial Services plays a crucial role in enhancing employee productivity through the development, coordination, and presentation of training and development programs. This position is responsible for creating all training materials, ensuring that the content aligns with the company's brand consistency, particularly for the call center operations. The trainer will evaluate, coach, motivate, and develop training programs that help employees meet performance objectives and organizational goals. In this role, the trainer will deliver both group and individual training sessions that cover a wide range of topics, including technical, operational, and regulatory/compliance areas. The training sessions are designed to engage and stimulate both existing and newly hired employees, promoting the transfer of knowledge and application of skills. The trainer will utilize effective questioning, presentation, and facilitation skills to enhance retention and provide constructive feedback that improves performance. Additionally, the Corporate Trainer will manage a learning environment that fosters trust and performance, evaluate the effectiveness of training programs, and make recommendations for improvements based on evaluation data. They will also collaborate with compliance and business teams to stay updated on regulatory changes and serve as a resource for production and operations teams regarding systems and product updates. The trainer will monitor employee adherence to quality processes and service standards, conduct monthly one-on-ones, and coordinate ongoing training sessions while maintaining trainee records. Flexibility in working hours is essential based on business needs, and the trainer will assist with ongoing projects as identified by Learning & Development leadership.

Responsibilities

  • Evaluate, coach, motivate, and develop training for employees to achieve performance objectives and organizational goals.
  • Deliver group and individual training covering a range of technical, operational, and/or regulatory/compliance areas.
  • Engage and stimulate existing and newly hired employees to promote transfer of knowledge and application of skills.
  • Promote retention through effective questioning, presentation, and facilitation skills.
  • Provide feedback and coaching that enhances performance.
  • Manage an environment that fosters trust, learning, and performance.
  • Evaluate effectiveness of training and development programs and utilize relevant evaluation data to revise or recommend changes.
  • Provide recommendations for employees when quality or proficiency standards are not met.
  • Work with compliance and business teams to keep updated on any/all regulatory changes.
  • Serve as a training and expertise resource for production and operations teams related to systems, guidelines, and product updates.
  • Monitor and evaluate performance on employee adherence to quality processes and service standards.
  • Collaborate with IT on any encompass system enhancements.
  • Perform monthly one-on-ones with staff and provide call-handling training and coaching.
  • Identify and utilize external resources to continually improve training needs.
  • Coordinate and track new and ongoing training sessions.
  • Assist with ongoing projects as identified by L&D leadership.
  • Maintain trainee records.

Requirements

  • Two or more years of experience in mortgage servicing.
  • Proven leadership, facilitation, and creative problem-solving skills.
  • Strong interpersonal and communication skills to work effectively with a diverse range of staff and clients.
  • Solid presentation experience using flexible delivery methods and tools/technology.
  • Proficient in providing constructive feedback to learners in a supportive manner.
  • Awareness of or experience in design, development, implementation, and evaluation of training plans, curricula, and methodology.
  • Ability to handle multiple tasks and work with shifting priorities is required.
  • Proficiency with Microsoft Office products is required.

Nice-to-haves

  • LMS platform experience
  • Sagent experience

Benefits

  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Life insurance
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