Fintech Training Associate

CSI; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

CSI is seeking a Trainer Assistant to support learning initiatives, onboarding sessions, and the creation of basic instructional materials for clients to understand fintech processes and regulatory requirements.

You will collaborate with trainers to develop content, conduct assessments, and provide 1:1 coaching while maintaining training records and coordinating logistics for both virtual and in-person sessions.

Qualifications

• Bachelor’s degree or equivalent.
• 1–2 years experience in training, customer service or operations in banking, or related fintech roles.
• Strong communication and presentation skills.
• Strong MS Office skills.
• Basic understanding of fintech concepts such as digital payments, compliance basics, KYC, or customer operations.
• Ability to learn new systems and processes quickly. Detail-oriented and comfortable with administrative tasks.
• Preferred: Experience with LMS tools, e-learning platforms, or workflow systems.

Responsibilities

• Create training materials for trainers and customers (slide decks, training docs, etc.).
• Assist trainers with instructor-led training sessions (virtual or in-person) based on provided curriculum.
• Support trainers in developing and updating training content and job aids.
• Conduct basic assessments, quizzes, and evaluations to measure learning outcomes.
• Provide 1:1 coaching and support to customers needing additional guidance.
• Maintain training records and ensure documentation is accurate and up to date.
• Assist with logistics such as scheduling, tracking attendance, and preparing materials.
• Gather learner feedback and report improvement suggestions.
• Will assist with hosting of live, virtual events.

Skills

Strong communication

Presentation skills

MS Office skills

Learning new systems

1–2 years fintech training experience

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

CSI is seeking a Trainer Assistant to support learning initiatives, onboarding sessions, and the creation of basic instructional materials for clients to understand fintech processes and regulatory requirements.

You will collaborate with trainers to develop content, conduct assessments, and provide 1:1 coaching while maintaining training records and coordinating logistics for both virtual and in-person sessions.