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Trainer Assistant

Role overview

Qualifications

  • 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...)

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
  • Facilitate onboarding programs for new hires across various departments
  • Support senior trainers in developing and updating training content and job aids

Key facts

Hard skills

Other skills

  • Communication
  • Presentations
  • Microsoft Office
  • Training And Development
  • Customer Service
  • Operations
  • Detail Oriented
  • Administrative Functions

About the company

Computer Services Incorporated logo

Computer Services Incorporated

Financial Services

As a forward-thinking technology partner, we accelerate our delivery of cutting-edge solutions to empower our customers’ growth. CSI heavily invests in research and development, product partnerships and strategic acquisitions to provide the most innovative technologies—all while maintaining our service-first mentality. We drive financial institutions and other businesses forward with a variety of services, including: Core Banking With more than 57 years as a leader in core bank processing, CSI’s enterprise banking solutions empower institutions to compete in an open banking environment while growing assets, developing additional revenue streams and reaching new customers by integrating the latest digital technologies. Regulatory Compliance As an established leader in compliance, top global brands trust CSI as their regtech partner and rely on us for our advanced compliance software—including industry-leading fraud and anti-money laundering solutions. Managed Cybersecurity CSI offers cloud-based cybersecurity services, with 24/7 monitoring, real-time incident remediation, seamless compliance integration and industry-leading support for enhanced threat mitigation. IT Management As one of the largest, most trusted managed services partners in the country, we take a consultative approach to IT management to provide a scalable, efficient IT enterprise that supports institutions’ growth and regulatory needs. Document Distribution From digital document delivery to cost-efficient print and mail services, CSI provides a full range of document distribution solutions to help financial institutions stay connected with their customers. Advisory Services CSI’s Advisory Services—which include IT governance, compliance and risk management services—deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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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 employees 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.

  • Facilitate onboarding programs for new hires across various departments.

  • 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 employees 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 recruiter@csiweb.com and we will work with you to meet your accessibility needs.

For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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