Trainer / Facilitator
Function : Training and Development
Location : Alabang, Muntinlupa - Philippines
With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands and we have fun doing it.
Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it.
Come, transform with us.
We are inviting applications for Training and Call Quality Management Trainee
Functional Roles & Responsibilities :
Execution of end-to-end new hire program
Deliver training using contemporary training and assessment methodologies which are in keeping with company standards
Drive consistency and best Practice Sharing of Standard Training Practices across all domains, verticals and LOBs
Maintain an up-to-date knowledge of all systems, products, and services to up-skill the team continuously
Identify and analyze knowledge / skill gaps and performance improvement opportunities and assess relevant training needs for in consultation with Ops Leaders, including assessment methods and measurement systems entailed
Is able to review, process and follow up on various brokerage and non-brokerage account requests including account establishment, maintenance and closure, as well as, the movement of assets into and out of the accounts
Must become proficient with the following systems : NetExchange Pro, Onyx and FEI (contact management and imaging workflow systems), VISION2020, Transfer Tracking, Microsoft Excel, Word, Outlook and Internet
Interact with clearing firm, sponsor companies, and other third party entities on routine brokerage and non-brokerage account processing requests;
provide timely updates and statuses in contact management and workflow systems
Responsible for all compliance parameters and audit requirements
Organize and manage training venues and logistics as required, to achieve efficient training attendance and delivery
Recruit, manage and develop direct reports
Ensure all Training programs and Content meet the relevant business and statutory policies
Monitor and report Performance dashboards, metrics etc.
Develop self and maintain knowledge in relevant field
Conduct refresher programs to engage agents in continuous learning paths
Implement knowledge dissemination program to drive changes and updates
Other similar projects or duties as assigned
LEADERSHIP, MANAGEMENT, PERSONAL SKILLS, KNOWLEDGE, OR QUALITIES
Open and approachable management style
Able to inspire and lead others to achieve challenging results
Good at networking and building rapport across teams and regions and functions
Strong organizational skills
TECHNICAL SKILLS, OR KNOWLEDGE
Proficient at MS Office packages : Word, PowerPoint, Excel, Outlook.
Numerically and grammatically accurate
Ability to create / innovate and run structured / customized Training Programs
Previous experience of working alongside multiple stakeholders and domains (Insurance, Banking) are an advantage
Experience in managing and implementing innovative projects
Previous experience in process training and / or quality team will be a plus
Knowledge of industry rules and best practices regarding basic brokerage and non-brokerage account operations required
Must have effective knowledge of banking regulations
Understanding of retirement and trust accounts