New Accounts Trainer
On-siteMidland, Texas, United States
Job Summary
Train new and existing New Account Representatives on processes, products, and procedures while answering their questions and facilitating weekly meetings. Manage the Fiserv Test Bank module, maintain training room equipment, and organize written resources on the W Drive and Intranet. Partner with IT to set up user access for Simplexes and Onboard Advisor, and collaborate with the Review Department to ensure procedures are current. Stay updated on CNB product knowledge and banking regulations, then present this information professionally to trainees. Travel locally for training with occasional overnight stays.
Required Qualifications
- Must have great communication with all staff by answering phones, emails, and other forms of communication.
- Must be comfortable with Public Speaking.
- Must keep Training Coordinator apprised of all issues and follow up to issues.
- Must present a professional appearance.
- Must be highly organized and a self-starter.
- Must be customer oriented.
- Must be proficient in Fiserv Operation related Processes.
- Maintain confidentiality.
- Ability to deal effectively and tactfully with trainees and personnel of other departments.
- Ability to work in a team environment.
- Ability to maintain good customer service even if conditions are not favorable i.e., computer systems down, phone systems not working properly, staff shorthanded.
- Must be comfortable with a variety of computer applications and websites.
- Travel is mainly local during the business day, with occasional overnight stays for training.
- Move and carry office supplies, files and equipment weighing 10+ pounds.
- Constantly operates a computer, iPad, calculator, copy machine, printer, and other office equipment.
- Ability to use auditory senses for answering telephone and hearing alarms.
- Must be able to remain in a stationary position for long periods of time to process work.
Desired Qualifications
- Experience preferred in use of Microsoft Office products (Outlook, Word, PowerPoint, & Excel).
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