JPMorgan Client Education Training Specialist 

United States, North Carolina, Charlotte 

291377317

As a Client Education specialist within the Commercial Bank, you will play a critical role in ensuring a client knows how to use their day to day card management platform . You will collaborate with internal teams to ensure a successful client training.

Job Responsibilities

• Review and identify client’s needs during a discovery call prior to training session
• Build relationship with client
• Partner with internal banking teams or internal card onboarding team to get full scope of the client card implementation and relationship with client.
• Partner with cross Line partners to manage and complete requests timely
• Manage internal partner expectations by establishing timelines and dependencies with the goal to exceed expectations
• Use of MS office Tools to document scope, meeting agendas/minutes and project plans
• Escalate issues when support is needed to remove obstacles and roadblocks

Required Qualifications, capabilities and skills

• 3+ years of client service or financial services experience
• Ability to prepare, manage, and drive client relationship review to provide information to sales team regarding transferring relationship.
• Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
• Previous experience adapting to a fast-paced, changing, dynamic work environment while driving results
• Excellent interpersonal, influencing, communication, and partnership skills
• Ability to take initiative for learning new process, operating models, technologies and industry trends

Preferred qualifications, capabilities and skills

• Proven ability to prioritize and manage a high-volume queue of tasks
• Expert level proficiency in Microsoft Office Suite
• Excellent organizational skills with a strong focus on detail and accuracy
• BA/BS degree

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees