Client Engagement Specialist

New

Skills

Adult Learning Principles Client Service Coaching Skills Communication Skills Facilitation Skills Knowledge of Banking Regulations Performance Tracking Project Management Scenario-Based Training Training Material Development

The Client Engagement Center Training Specialist will facilitate training to enhance knowledge retention and improve client service. This role involves delivering learning sessions both virtually and in-person, creating and updating training materials, and defining success criteria to track improvements.

Key Responsibilities
  • Facilitate training sessions to improve knowledge retention and client service.
  • Deliver learning across virtual and in-person formats.
  • Create and update training materials and assessments.
  • Define success criteria and track improvement metrics.
  • Provide live support in all channels at least one day weekly.
  • Collaborate on cross-functional projects to enhance efficiency and client experience.
Required Skills & Qualifications
  • Associate's degree required.
  • 2+ years of experience in a contact center or customer service.
  • 1-2 years of experience leading a project or team (preferred).
  • Familiarity with adult learning principles and scenario-based training.
  • Strong facilitation, coaching, and communication skills.
  • Knowledge of federal/state banking laws and operations.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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