
Business Operations Trainer
4 days ago
This role involves making a significant impact in the following areas:
- Designing and implementing an effective learning program for Capital Markets – Transfer Agency and Treasury Services.
- Creating engaging, relevant, and cohesive learning experiences across the learning academy.
- Managing the allocation of people and financial resources for Learning and Development, while adapting to tasks such as coaching, mentoring, and compliance auditing.
- Owning and evolving the learning roadmap for new hires and leaders, continuously building and adding learning paths.
- Utilizing a deep understanding of Global Custody services to create specialized and optimized learning paths.
The successful candidate will have a profound understanding of how effective learning impacts employee competency and readiness, setting them up for success and creating a positive ripple effect on organizational goals and visions.
Key responsibilities include:
- Aligning company priorities and strategies with employee metrics and goals.
- Evaluating employee performance and progress, and striving to recognize, encourage, and improve team performance.
- Developing and executing sound action plans that result in outstanding results in key performance measures.
- Collaborating with internal teams to address client needs, resolve issues, and coordinate service delivery.
To succeed in this role, we require the following qualifications:
- At least 3 years' experience in instructional design, training delivery, with specialization in banking operations.
- Proven leadership qualities, including effective communication, conflict resolution, and decision-making skills.
- At least 5 years of inbound client service experience from global banking operations required.
- Advanced level in developing and executing training programs.
- Strong interpersonal skills with developing frontline specialists through effective coaching techniques.
- Deep understanding of Training Needs Analysis (TNA) to formulate and facilitate training programs.
- At least 2 years of college degree BS / BA (72 units).
- Willingness to work 100% onsite at Pasay, MOA Complex, and travel as needed by the business.
Desired additional qualifications include:
- Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience.
- Active FINRA Series 6 / Series 7 / Series 99 registration as an added advantage for the role.
- PMP / Project Management Equivalent certification.
- Lean Six Sigma Methodology expertise.
- Data Storytelling skills.
- Coaching Methodologies expertise.
- Advanced to Expert proficiency in Microsoft Office, including MS Excel, MS Word, MS PowerPoint, Power BI, and relevant digital tools.
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