Servicing Training Specialist - KYC

The Servicing Training Specialist role facilitates key learning and development initiatives that support business objectives and fosters employee growth. They are responsible for conducting onboarding sessions for new hires and support continuous learning initiatives, conducting refreshers and facilitating upskilling opportunities. The Servicing Training Specialist must guarantee that all training materials are up-to-date, meticulously maintained and version-controlled as well as supporting the planning & logistics of training sessions.

Training facilitation

Delivers engaging and informative training sessions; facilitator led trainings to be held in person (where possible)

Facilitates learning sessions according to the Facilitators' Guide and Train the Trainer sessions

Acts as a Subject Matter Expert (SME) in the designated areas

Conducts all facilitator-led training sessions live and on-site, unless exceptions are approved by a direct lead

Conducts refresher trainings based on learning needs analysis

Training planning and logistics

Ensures timely scheduling of all participants for training sessions working in conjunction with Recruitment, Workforce Management and Operational teams

Works with the Office team, UT and other teams to have the right rooms with the right equipment available for all training sessions, as well as having all accesses sorted for each trainee prior the sessions

Supports training participants’ enrollment, tracks and reports on attendance

Support continuous improvement projects

Gathers and analyses training feedback, assessments, and observations to identify trends and areas for improvement

Provides insights and suggestions based on data collected from training sessions to senior specialists or the Training Lead for further review and opportunity scoping

Regularly reviews and updates training materials to ensure alignment with current policies, procedures, and regulatory requirements

Assess learning outcomes

Evaluates Wisers’ understanding of key concepts and procedures through knowledge quizzes, assessment and/or practical exercises

Provides insights and feedback to the Operational Leads, Senior Specialist and Training Lead, based on the new hires' performance results within and post-onboarding

Collaborate with stakeholders

Engages in cross-functional collaboration by working with various stakeholders to align training efforts with compliance objectives

Shares training insights by regularly providing feedback and reporting on training sessions to stakeholders

Provides new hire scorecards by distributing scorecards to Operational Leads to track new hires' performance and progress

Continuous learning

Maintains operational knowledge by participating in case handling and operational activities according to the monthly expectations to maintain up-to-date product and process knowledge

Reviews updates and internal knowledge bases regularly to stay informed about standard operating procedures, best practices, and challenges of operational agents

Incorporates these insights into training improvements where applicable

Certified facilitator:

Successful completion of internal certification programs or mechanisms established by the organization to qualify for facilitating training sessions

Demonstrated ability to adhere to and implement the organization's training standards and protocols

Facilitation Experience:

Demonstrated experience in facilitating training sessions & workshops for diverse audiences

Expertise in using various facilitation techniques to engage participants and enhance learning outcomes

Communication and Presentation Skills:

Exceptional presentation and public speaking skills, with the ability to convey complex information in a clear and engaging manner

Strong ability to create an interactive and inclusive learning environment

Adaptability and Responsiveness:

Ability to adapt facilitation style and methods to meet the needs of different learning styles and participant backgrounds

Quick and effective responsiveness to participant feedback and questions during sessions.

Experience required

Experience in training delivery preferred, but not a must

\Please note, only resumes provided in English will be considered\

This is a hybrid position located in São Paulo, Brazil, and not fully remote (minimum 3 days in the office). You must be able to commute to the office or be open to self-relocation.

For everyone, everywhere. We're people building money without borders  — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.

Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

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