Summary
Overview
Work History
Education
Skills
Timeline
Generic

AMY HARPER

Stuart,FL

Summary

Knowledgeable and experienced Senior-level Training Specialist and Consultant at group and one-on-one training of financial platform software as well as advising clients on best uses and practices to achieve more efficient use of software. Decisive and disciplined professional with personable style and thorough approach.

Overview

23
23
years of professional experience

Work History

Lead Training Specialist/Senior Consultant

Fiserv, Inc.
Remote
04.2017 - 10.2022

Senior Education Specialist

Fiserv, Inc.
Remote
07.2004 - 04.2017

Education Specialist

Fiserv, Inc.
Lake Mary, WI
11.2001 - 07.2004
  • Delivered successful and engaging training sessions to client end-users both in-person(classroom) and via webinar-based instruction with overall average 9.5/10 in class satisfaction surveys
  • Created training materials, manuals, procedures, and visual aids to effectively train clients on financial platform software
  • Worked onsite and remotely to complete software implementation, design client training and provide client-tailored follow-up
  • Collaborated with Credit Union leaders to determine specific training requirements tailored to client’s policies and procedures
  • Provided live support to clients during system conversion process
  • Developed and delivered numerous presentations for client conferences
  • Performed on-site system optimization reviews for clients and produced written reports with suggestions for procedural improvements to enhance productivity
  • Developed and delivered remote seminar to over 400 clients during COVID pandemic on how to best utilize system to benefit affected customers
  • Provided cross-training to internal employees and trained and mentored junior team members
  • Conducted needs assessments of learners, identifying knowledge gaps to address through training curriculum
  • Advised Customer Support on troubleshooting and solving client cases

Training Specialist

Harland Financial Solutions
Lake Mary, FL
11.1999 - 11.2001
  • Conducted several on-site training sessions to banks and credit unions on MCIF software
  • Advised clients and offered resolutions to solve customer issues in call-center environment
  • Created training materials and manuals to improve student learning experience

Education

MBA - General Management

University of Miami
06.1998

Bachelor of Science - Advertising

University of Florida
05.1992

Skills

  • Strong Presentation and Public Speaking Skills
  • Interpersonal and Written Communication
  • Course Material Development and Procedure Writing
  • Curriculum Implementation
  • Problem Resolution
  • Customer Service
  • In Person and Remote Training
  • Consulting
  • WebEx and MS Teams, MS Office

Timeline

Lead Training Specialist/Senior Consultant

Fiserv, Inc.
04.2017 - 10.2022

Senior Education Specialist

Fiserv, Inc.
07.2004 - 04.2017

Education Specialist

Fiserv, Inc.
11.2001 - 07.2004

Training Specialist

Harland Financial Solutions
11.1999 - 11.2001

MBA - General Management

University of Miami

Bachelor of Science - Advertising

University of Florida
AMY HARPER