Fintech Training & Onboarding Specialist

CSI; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

Computer Services, Inc. (CSI) is seeking a Trainer I to deliver established training modules and onboard new hires for core fintech processes. You will create instructional materials and support ongoing learning initiatives.

Sessions can be virtual or in-person; you will coach learners 1:1, maintain records, and assist with logistics. Travel up to 30% is required, with a strong emphasis on clear communication and timely documentation.

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–2 years in training, customer service or operations in banking or fintech.
• Strong communication and presentation skills.
• Basic understanding of fintech concepts (digital payments, compliance basics, KYC, or customer operations).
• Ability to learn new systems quickly; detail-oriented and comfortable with administrative tasks.

Responsibilities

• Deliver instructor-led training sessions (virtual or in-person) based on provided curriculum.
• Support senior 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 clients 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.

Skills

Communication skills

Presentation skills

Detail-oriented

Administrative tasks

Learning new systems

Education

Bachelor’s degree or equivalent experience

Tools

LMS tools

Workflow systems

E-learning platforms

Job description

Computer Services, Inc. (CSI) is seeking a Trainer I to deliver established training modules and onboard new hires for core fintech processes. You will create instructional materials and support ongoing learning initiatives.

Sessions can be virtual or in-person; you will coach learners 1:1, maintain records, and assist with logistics. Travel up to 30% is required, with a strong emphasis on clear communication and timely documentation.