Client Education Training Specialist

Own our client training needs end to end!

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

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, finan...