SME/Trainer with German and English (Banking and Financial services)
Job Description
- Create, facilitate and/or revise training materials and documents to equip staff with fundamental skills and knowledge.
- Fill out accurate reports.
- Establish and maintain communication with clients and/or team members; understand needs, resolve issues, and meet company expectations.
- Facilitate all aspects of a multi-week transmission and blended type new hire training & nesting.
- Facilitate all aspects of floor-training and BQM Training for the program.
- Responsible for self-skilling & certification during periods of un-activity (classroom)
- Supervise and coach learners in nesting & BQM type environments
- Facilitate multi-hour product, behavioral or tool change type learning experiences
- Oversee new hire progression and enhancement training; provide feedback and implement appropriate solutions.
- Coach and give feedback to trainees to help them fulfill performance metrics.
- Coach and provide feedback and supervision during OJT/Nesting/TQ/Evolution.
- Earned a Bachelor’s degree in any field (Major in Education or Communication preferred)
- At least 2-3 years of work experience as a Trainer.
- Proficiency in German and English B2/C1 - must
- Excellent working knowledge on Microsoft Office applications (Excel, Powerpoint, Word and Outlook)
- Strong English verbal and written communication skills
- Strategic in developing solutions and process improvements
- Willingness and ability to work in a shifting or graveyard schedule
The role requires deep knowledge of POS (Point-of-Sale) devices, payments processing, troubleshooting workflows, merchant account support, terminal configuration, and basic KYC/verification processes.
The SME/Trainer will drive quality, accuracy, and operational efficiency, while mentoring frontline agents, delivering training, and supporting continuous process improvement and knowledge management activities.
Duties and Responsibilities
Operational Support & Escalations
- Serve as the point of escalation for frontline agents across Chat (80%), Email (15%), and Voice (5%) support channels.
- Handle complex, high-priority, or technical POS support cases requiring advanced troubleshooting and decision‑making.
- Ensure timely resolution of escalations in alignment with SLA, Quality, and CSAT targets.
- Provide floor support, live monitoring, and live assist for agents to resolve technical or merchant-related issues in real time.
- Identify POS outages, payment gateway downtime, connectivity failures, or software issues and raise immediate alerts to the concerned teams.
POS Product & Process Expertise
- Maintain deep knowledge of:
- POS device installation, activation, and configuration
- Connectivity (GPRS/Wi-Fi/LAN), pairing, and hardware troubleshooting
- Transaction flows (authorization, settlement, reversals, refunds)
- App updates, firmware patches, and payment gateway integrations
- Merchant onboarding basics & KYC document understanding
- Stay updated with new POS models, feature enhancements, and compliance updates applicable to merchants.
Training & Enablement Responsibilities
- Conduct new hire training on:
- POS device handling & troubleshooting
- Payment flow processes
- Common merchant issues & resolution flows
- Customer handling and communication
- Deliver refresher training, upskill workshops, and process/policy update sessions for existing agents.
- Prepare and maintain training documents, SOPs, assessments, troubleshooting guides, and certification modules.
- Evaluate agents through assessments, simulations, and POS troubleshooting practical tests.
Knowledge Management
- Assist with creating, updating, and maintaining:
- Knowledge base articles
- Troubleshooting flowcharts
- SOPs and process documentation
- Quick‑reference guides and device manuals
- Ensure documentation accuracy in collaboration with Operations, QA, and Product teams.
Coaching & Quality Alignment
- Conduct coaching sessions to improve agent accuracy, troubleshooting capability, and communication skills.
- Partner with the Team Manager and QA team to:
- Conduct QA calibrations
- Perform agent shadowing
- Provide structured feedback sessions
- Identify skill gaps and recommend corrective training or process improvements.
Performance Insights & Process Improvement
- Monitor key operational metrics such as:
- FCR (First Contact Resolution)
- AHT (Average Handling Time)
- Error rates & repeat failures
- POS failure patterns, transaction drop ratio
- Recommend corrective actions and support continuous improvement initiatives.
Job Qualifications
Experience
- 1–2 years in a Call Center / BPO customer support role, preferably in payments, POS support, fintech, or merchant operations.
- Prior experience managing omni-channel support with a strong focus on Chat and Email.
Skills & Knowledge
- Strong understanding of:
- POS devices and payment transaction flows
- Basic KYC and merchant account setup
- Troubleshooting hardware and connectivity issues
- Refund/settlement workflows and dispute basics
- Excellent written and verbal communication skills.
- Ability to coach, mentor, and support frontline agents.
- Strong analytical and problem-solving mindset.
- Familiarity with CRM platforms (Zendesk, Salesforce, Freshdesk) and QA/WFM tools.
Behavioral Attributes
- Proactive, approachable, and team‑oriented.
- High attention to detail and commitment to quality.
- Able to thrive in a fast-paced support environment.
- Customer-focused with a strong sense of ownership.
Basic Regulations the Employee Should Be Aware Of
- Company employee handbook
- Labor health and safety rules
- Data security, privacy, and compliance guidelines
- Internal policies, SOPs, and operational procedures