What are the responsibilities and job description for the Training Specialist position at Finastra?
Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
The Trainer/Business Consultant will conduct client training and consulting engagements for our Lending Services product suite. This role is responsible for delivering comprehensive training on both administrative configuration and end-user functionality, ensuring clients are equipped to maximize the value of our solutions in their operational environments.
Key Responsibilities
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
The Trainer/Business Consultant will conduct client training and consulting engagements for our Lending Services product suite. This role is responsible for delivering comprehensive training on both administrative configuration and end-user functionality, ensuring clients are equipped to maximize the value of our solutions in their operational environments.
Key Responsibilities
- Conduct engaging and effective training sessions for clients on Lending Services products, covering:System configuration and administrative setupEnd-user workflows and functionality
- Collaborate closely with clients to understand their business needs and tailor training accordingly.
- Provide consultative support to help clients optimize product usage and integrate solutions into their existing processes.
- Develop and maintain training materials, user guides, and documentation.
- Assist in onboarding new clients and support change management initiatives.
- Serve as a subject matter expert on Lending Services products and stay current on product updates and industry trends.
- Gather client feedback and relay insights to internal teams for continuous product and service improvement.
- Proven experience in training, consulting, or implementation within financial services or lending environments.
- Strong understanding of lending operations, workflows, and compliance requirements.
- Excellent communication and presentation skills, with the ability to translate technical concepts into practical applications.
- Ability to build rapport and trust with clients and internal stakeholders.
- Experience with software configuration and user support.
- Proficiency in Microsoft Office Suite; familiarity with CRM or LMS platforms is a plus.
- Willingness to travel as needed for client engagements.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
- Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
- Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
- ESG: Benefit from paid time off for volunteering and donation matching.
- DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
- Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
- Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
- Specific benefits may vary by location.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.