Heitmeyer Consulting

Job Title: Product Process Trainer
Location: Remote
Duration: 6 months with potential to extend/convert per business need
Schedule: One part-time and one full-time position available

Job Summary

Heitmeyer Consulting is seeking a Product Process Trainer: Supporting Merchant Operations Training Content development for our client. 

Conducts task/job based training on financial services products and systems for:

  • New clients as part of new conversions, conversion-merger and acquisition projects;
  • Existing clients who require refresher training or need to train new employees; and/or
  • Company employees who support the product.
  • Classes may be conducted at company training sites or at client locations. Classes may consist of standard or customized course content, and may use a train-the-trainer or end user approach. Based on the course, the primary audiences for training typically include personnel, system administrators, technical resources, and operational staff within client organizations.

Job Description

  • Conducts training needs assessments to understand characteristics and skill levels of learners, the job setting, and to identify the processes and tasks performed by system users.
  • Determines appropriate instructional strategy based on results of needs assessment.
  • Designs, modifies, or develops instructional materials for multiple training modalities including traditional instructor-led classes, web-based/virtual classes, and job-aids.
  • Conducts traditional classroom or web-based training sessions, using effective presentation skills, verbal communication skills, and classroom management skills at company facilities or client locations.
  • Assesses training outcomes by soliciting and reviewing feedback and evaluation of classes taught.
  • For systems/products trained, reviews system/software documentation from product development teams, such as release notes, system requirements, system design specifications, technical and functional system design, configuration control requirements, etc. to understand and stay current on system changes – enhances system knowledge through hands-on practice using test banks.
  • Develops and manages content and parameters of training banks including account and scenario setup, product definition across multiple applications and security.
  • Manages and completes all aspects of training projects including:
  • Review of Statements of Work and other contractual client documents relevant to training services for assigned projects;
  • Communication with clients;
  • Works with implementation and client relationship teams to understand client’s business needs; adapts training context and content accordingly;
  • Scheduling and travel planning;
  • Status and expense reporting;
  • Follow-up and issue resolution; and
  • Resets all parameters of training bank, including student and demonstration accounts and user IDs and passwords based on requirements for next class
  • Stays current on relevant trends within the financial services industries (i.e. banking, wealth management, insurance, regulatory) as they pertain to company products and services and specific assignments.
  • Performs other related duties as assigned.


  • Bachelor’s degree or equivalent combination of education and experience in finance or adult education or the equivalent combination of education, training, and work experience.

Required Skills/ Experience

  • Experience with Instructional Needs Analysis and Design, including:
    • Proficient with technology and office automation tools and applications
    • Research and analysis skills; analytical, problem solving skills
    • Customer service skills, client needs, establishing credibility and building positive, professional, relationships with clients
    • Conducts traditional classroom or web-based training sessions using effective presentation skills, verbal communication skills and classroom management skills
    • Effective presentation and interpersonal skills
    • Classroom management skills
    • Strong verbal and written communication skills; clear, tactful and constructive
  • Thorough, detailed knowledge of financial systems and products trained as well as company procedures
  • Effective presentation and interpersonal skills
  • Understanding of, and ability to demonstrate, adult education principles and techniques
  • Classroom management skills
  • Understanding of banking and financial services industries and products, including but not limited to commercial and consumer banking, lending, insurance, wealth management, online banking, card services, and bill payment services
  • Strong verbal and written communication skills; clear, tactful, and constructive
  • Proficient with technology and office automation tools and applications
  • Customer service skills, understanding and focusing on clients’ needs, establishing credibility and building positive, professional, relationships with clients
  • Team skills, including ability to establish and maintain effective working relationships with all levels within organization, internally and externally
  • Strong time management skills
  • Attention to detail
  • Analytical, problem solving skills
  • Resourcefulness
  • Project management skills; ability to prioritize and complete tasks
  • Leadership skills
  • Negotiation skills
  • Flexibility, versatility, dependability

Preferred Qualifications

  • LMS administrative experience a plus

Additional Qualifications

  • Adult education concepts, instructional design principles and methodology
  • Information design and mapping concepts
  • Skill in designing and developing simulation-based/web-based training including storyboarding, scripting, editing
  • Creativity and an aptitude for appropriate graphic and visual design
  • Proficient with authoring, design and development tools and technology
  • Skill in developing training assessments that effectively measure learner comprehension

Heitmeyer Consulting is an equal opportunity employer and we encourage all qualified candidates to apply.  Qualified applicants will be considered without regard to minority status, gender, disability, veteran status or any other characteristic protected by law.


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