Lead Trainer, Financial Services
Lead Trainer, Financial Services
Location: Fayetteville, US
Type: Full-time
Job Summary
The Lead Trainer is responsible for onboarding and training new employees, creating and delivering training programs that give new hires the skills, knowledge, and behaviors needed to perform well in their roles and support the company's objectives.
Responsibilities
- Lead, coach, and support a team of customer service representatives
- Conduct regular one-on-ones, coaching sessions, and performance check-ins
- Ensure exceptional customer service across all voice interactions
- Handle escalated customer concerns and complex account issues
- Drive first-call resolution and reduce customer effort on the floor
- Monitor team-level KPIs (AHT, Service Level, Abandonment Rate, FCR, CSAT, QA Scores) to help meet SLAs
- Understand and reinforce the quality standards required when servicing premier wealth management clients
- Ensure the team follows financial industry regulations, company policies, and risk management standards
- Track team performance data to identify trends and coaching opportunities
- Partner with Quality, Training, and Compliance teams on day-to-day issues
Eligibility Requirements
Bachelor's degree in Business, Finance, Operations, or a related field (or equivalent experience).
- 5+ years of contact center/customer operations experience
Experience in banking, financial services, lending, insurance, fintech, or related industries.
Strong knowledge of contact center operations and performance management.
Proven experience coaching and developing high-performing teams.
Excellent verbal and written communication skills.
How to Apply
- Click "Apply Now" to submit your resume through our career site
- Be sure to include any relevant experience that aligns with the role.
Qualified candidates will be contacted by a member of our recruitment team for next steps
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here