If you enjoy training clients daily, possess excellent presentation skills, demonstrate time management and quality skills, you have found the right team!
As a Client Trainer - Analyst within JPMorganChase team, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve facilitating virtual one on one client training sessions with newly onboarded clients and existing clients who need a more customized session to learn multiple products and want to view their actual company files and data. You will also facilitate webinar trainings which are live facilitator-led web conferences where multiple clients can attend. Training delivery methods will vary depending on client needs but is mostly conducted via Zoom (approximately 4-5 of 1 hour sessions per day).
You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. You will also collaborate with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.
Occasional travel to international client locations may be necessary to conduct on-site training sessions.
Job responsibilities:
- Facilitate one on one and/or group client training sessions to external clients (sessions are generally 1 hour in length) on our Treasury online platform; ensure that client questions identified in the training session(s) are answered and that all efforts to build confidence in usage are employed.
- Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
- Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
- As a German and Spanish speaking trainer, you will be responsible for delivering training sessions to our clients who prefer instruction in German or Spanish.
Required qualifications, capabilities, and skills:
- Proficiency in both spoken and written German & Spanish is essential for this role.
- Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
- Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
- Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
- Familiarity with banking products and services.
Preferred qualifications, capabilities, and skills:
- Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
- Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
- Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
- Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
- Experience presenting in a virtual environment (Zoom, WebEx, Teams, etc.)
- Fluency in additional languages on top of German and Spanish will be an advantage.
