Trainer Assistant

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

Job Description

The Trainer Assistant supports learning initiatives by supporting established training modules, facilitating onboarding sessions, and assisting in the creation of basic instructional materials. This role ensures clients understand core fintech processes, tools, and regulatory requirements.

Job Description

The Trainer Assistant supports learning initiatives by supporting established training modules, facilitating onboarding sessions, and assisting in the creation of basic instructional materials. This role ensures clients understand core fintech processes, tools, and regulatory requirements.

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.

Requirements

• Bachelor’s degree or equivalent experience.
• 1–2 years of experience in training, customer service or operations in banking, or related fintech roles.
• Strong communication and presentation skills.
• Strong MS Office skills (creating slide decks, training materials, etc...).
• 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.

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award‑winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60‑year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [e-mail] and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.