Finance Trainer Call Center

We are looking for an experienced and energetic Call Centre Trainer with a strong background in financial services or banking campaigns.

The successful candidate will be responsible for delivering effective new-hire and refresher training to contact centre agents, ensuring they are fully prepared to operate in a highly regulated, customer-focused financial services environment.

This role requires someone who understands that training financial services agents goes beyond product knowledge — accuracy, compliance, customer experience, process adherence and quality are critical.

Key Responsibilities

• Facilitate induction, product and process training for new and existing call centre agents.
• Deliver training specifically aligned to banking, loans, credit, financial services or similar campaigns.
• Conduct assessments, role plays, knowledge checks and practical evaluations.
• Prepare agents for successful transition from training into the operational environment.
• Monitor learner progress and identify knowledge or performance gaps.
• Provide coaching and remedial training where required.
• Work closely with Operations, Recruitment and Quality Assurance teams.
• Maintain accurate training attendance, assessment and performance records.
• Conduct refresher and upskilling sessions based on operational requirements.
• Ensure training content reinforces compliance, confidentiality, data protection and responsible handling of customer financial information.
• Provide regular reporting on training performance, pass rates and learner readiness.

Minimum Requirements

• Matric / Grade 12 – essential.
• Previous experience as a Trainer within a call centre/BPO environment.
• Demonstrable experience training agents on a banking or financial services campaign is strongly preferred.
• Good understanding of contact centre operations, quality standards and performance measures.
• Strong facilitation, coaching and presentation skills.
• Ability to manage different learning styles and levels of experience.
• Excellent verbal and written English communication skills.
• Strong administrative and reporting skills.
• Comfortable working in a fast-paced, target-driven environment.

Advantageous Experience

Experience training agents within any of the following environments will be highly advantageous:

Banking | Loans | Credit | Collections | Insurance | Financial Products | Customer Service | Sales

The Ideal Candidate

You are confident in the training room, structured in your approach and comfortable holding learners accountable for performance. You can translate complex financial products and processes into clear, practical training and understand the importance of producing agents who are competent, compliant and operationally ready.

Apply

If you have proven call centre training experience, particularly within banking or financial services, we would like to hear from you.

Please submit your updated CV highlighting the financial services campaigns, products or banking environments you have previously trained on.

Pay: R10 000,00 - R18 000,00 per month

Work Location: In person