Process Trainer Lead For US Retail & Commercial Banking

Coforge; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

Coforge is seeking a Training Specialist to design comprehensive banking-training curricula and customize programs for employees across Retail, Commercial, and Wealth/Asset Management domains.

The role focuses on evaluating knowledge, coaching teams, and tracking performance through certifications and monthly PKTs. It requires strong communication, organizational, and leadership abilities to drive continuous skill development in a dynamic banking environment.

Qualifications

• Strong knowledge of Banking & Financial Services incl. Retail, Commercial, Investment and Wealth/Asset Management.
• MS Outlook proficiency; MS Word/Excel experience is a plus.

Responsibilities

• Develop comprehensive course curriculum to nurture skill growth and knowledge enhancement.
• Customize training requirements for Banking vertical as per process requirement.
• Conduct pre-process and process-specific trainings.
• Assess process knowledge of employees through timely evaluations.
• Monitor on-the-job performance during onboarding for certifications.
• Provide coaching and feedback to enhance agent performance.
• Report post-certification performance to measure training efficiency.
• Conduct and report PKTs monthly.

Skills

Banking domain knowledge

Communication

Team management

Tools

MS Outlook

MS Word

MS Excel

Job description

Role & responsibilities

• Develop comprehensive course curriculum to nurture skill growth and knowledge enhancement
• Customize Training requirements for all employees in Banking Vertical as per the process requirement
• Able to conduct Pre-process & Process Specific Trainings
• Conduct timely assessment to evaluate Process Knowledge of all employees
• Monitor new hire performance during OJT phase for successful Process Certifications
• Provide Coaching & Feedback to enhance agent performance
• Report out Post Certification performance to measure training efficiency
• Conduct and report out PKTs monthly
• Able to communicate with Onsite clients on a need basis for Training/clarification/new process transitions
• Knowledge of creating Process Maps for new Transitions process is an added advantage
• Willingness to work in round the clock shift and travel to different location as per business requirement
• Identify the training needs based upon new updates/system changes
• Schedule individual and team training on a need basis
• Evaluate strengths and weaknesses of the new hires to ensure right employees being aligned to the process
• Maintain Training Records
• Need to be well-informed of Banking & Financial Service which includes
• Retail, Commercial & Investment
• Wealth & Asset Management

Preferred candidate profile

Essential Skill

• Need to be well-informed of Banking & Financial Service which includes.
• Familiarity with MS Outlook required and MS Word and Excel experience a plus

Soft Skills

• Excellent communication and presentation skills
• Experience in team handling preferred
• Strong organizational and team management skills
• Excellent verbal and written communication skills
• Should be a quick learner and adapt to changes
• Ability to motivate and resolve team grievances