Develop and implement comprehensive training programs tailored to the needs of various departments within the organization. Conduct engaging training sessions, workshops, and presentations for new hires and existing employees, focusing on processes, systems, and best practices. Collaborate with department leaders to assess training needs and align programs with organizational goals and industry standards. Evaluate the effectiveness of training initiatives through assessments, surveys, and performance metrics, making data-driven recommendations for improvements. Mentor and support entry-level trainers, providing guidance on training delivery and instructional design techniques. Stay current with industry trends, tools, and technologies to continuously enhance training materials and methods. Create and maintain training documentation, including curriculum guides, manuals, and e-learning modules.
Responsible for designing and delivering engaging training programs for new and existing employees. The primary focus will be on enhancing employee knowledge of company policies, procedures, and operational systems to ensure optimal performance and service delivery. Collaborating with the Documentation Team regarding SOPs creating, updates, etc. Collaborating with Operations, Project Management Team, etc. as needed. Serve as a mentor for new trainers.
Bachelor�s Degree preferred in Business Administration, Human Resources, Education or related field. High School Diploma or GED required. 3-5 years of experience in Training & Development, financial institution operations, customer service, and/or annuity service operations
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.
