Finastra Training Specialist (Client Implementations) in United States


With over 10,000 superstars across 48 different countries globally, it is hard not to be inspired every single day. At Finastra we celebrate in global knowledge sharing, diversity and an opportunity to make a difference for each other and for our customers .

We are on a journey. After bringing two global Fintech leaders together in June 2017, Finastra has truly recognized the opportunity and power we have, by combining our expertise, successes and passion together. Whether it is in a collaboration hub or innovating with colleagues across our global landscape, we are one team creating a network of talent and creativity in a stimulating environment, to do what we can to make a difference for our customers .

Our people are leaders in their role and are always looking for new ways to help our customers grow, compete and optimize their business. From a graduate Software Engineer to an experienced Sales Executive – we are looking for personal leadership and people with the appetite to understand the markets and customers we serve. We drive innovation that challenges the status quo and feel proud of the positive differences that we make every day. We recognize talent and provide a work environment where leaders can drive results , develop and grow their careers.

Success is what you do, success is what we achieve, together.

The future of Finance is open – combine your talents with Finastra opportunities to create an exciting career with us.

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What will you contribute?

Working as part of the Americas Community Markets Global Services Team, and reporting to the Manager, Training, the Training Specialist ensures customer satisfaction and good representation of Finastra and its products by providing high quality training and implementation support on all Finastra’s products and services.

Responsibilities & Deliverables:

Your responsibilities as a Training Specialist will include, but are not limited to, the following:

  • Conduct on-site and web-based product setup and training for external clients. Demonstrate moderate knowledge level and application of standards, principles, theories, concepts, techniques, practices, and procedures in banking and or credit union operations.

  • Key performance metrics are:

  • Track external audience learning activities and measure their effectiveness.

  • Delivery of documentation and review of client survey results.

  • Manage personal travel schedule in accordance with internal policies.

  • Complete training reports and expense reports in a timely manner.

  • Actively participates in team meetings.

  • Follow up on each training session to ensure customers’ training expectations are met.

  • Recommend to management any changes or enhancements to products and services, including making suggestions for increasing revenue and reducing costs.

  • Maintains punctuality, tact, thoroughness and professionalism in representing Finastra.

  • Maintains proficient knowledge of job related information by reviewing periodicals and utilizing internal training resources.

  • Promotes and maintains positive customer relations.

  • Provide input and feedback regarding internal training curriculum and courses.

  • Actively add / modify / delete content in KMS in accordance with established style and content guidelines

  • Work with Human Resources to facilitate or deliver management, sales, leadership, and professional development programs using internally developed and vendor-supplied materials.

  • Other duties as assigned.

Required Experience:

  • 3 or more years of experience in training, or a combination of one year of experience in training and two or more years of experience in one of the following areas: product support and/or consulting, product implementation, product development, or the banking/credit union industry.

  • MUST be willing to travel at least 50% of the time to client sites across the US

  • Experience using or administering Finastra’s product(s).

  • Exemplary customer service skills.

  • Strong working knowledge of bank or credit union operations.

  • Strong interpersonal, verbal, and written communication skills.

  • Excellent presentation skills.

  • Demonstrated ability to thoroughly describe processes and articulate procedures.

  • Knowledge of web-based training tools including WebEx and Skype for Business.

  • Knowledge of competency based learning systems desired.

  • Ability to multitask.

  • Ability to work autonomously yet is a strong team player.

  • Bachelor's degree and/or equivalent job related experience in Business, Finance, or Law.



The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you need assistance or an accommodation due to disability please contact us at 800-274-7280.

The Future is Collaborative . The Future is Open. The Future is Now.

Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the combination of Misys and D+H, we provide the broadest portfolio of financial services software in the world today—spanning retail banking, transaction banking, lending, and treasury and capital markets. Our solutions enable customers to deploy mission critical technology on premises or in the cloud. Our scale and geographical reach means that we can serve customers effectively, regardless of their size or geographic location—from global financial institutions, to community banks and credit unions. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra technology.

Finastra is an Equal Opportunity Employer in the United States. Qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, handicap or disability (physical or mental), Vietnam-era or disabled veteran status, and other factors protected by state and local laws. For more information please read Finastra's EEO Policy Statement at .

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