Commercial Banking - Client Training Analyst

JOB DESCRIPTION

As a Client Training Analyst in Commercial Bank business you will be handling a wide range of administrative tasks and work independently with little supervision. You will be a highly resourceful team-player, who is comfortable working in a fast-paced environment while remaining flexible, proactive, and efficient. You will have the ability to exercise sound judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. Some responsibilities may involve confidential information and working with a variety of key partners at various levels of the organization.

Job Responsibilities:

• Effectively manage internal and external related activities such as scheduling client training sessions on Treasury products, meetings and communications with a high degree of professionalism, accuracy and confidentiality
• Schedule client Treasury training sessions received through different channels such as phone, email, and Microsoft Teams.
• Coordinates and participates in meetings, prepares and reviews presentations and other materials, and provides appropriate meeting follow-ups as required
• Ensure staff is supported when onboarding or offboarding employees; requesting for equipment setup and system access
• Communicate professionally with individuals at all levels of the organization verbally and through high quality, concise emails regarding project progress and recommendations/decisions
• Build and maintain strong relationships with key partners such as other Administrative Support Analysts, Middle Office and Front Office partners while creating a collaborative environment
• Required to update the systems of record (multiple systems) to ensure that the actions taken are clear for other areas that might access the records to further assist clients now or in the future.
• Update/edit Outlook team calendars, Excel spreadsheets or PowerPoint presentations to key senior partners, as requested
• Use internal systems to research client profiles to ensure accurate training sessions to schedule
• Lead, coordinate and execute on internal ad hoc projects, as requested

Required Qualifications, Capabilities, Skills:

• Excellent oral, written and presentation skills.
• Excellent organizational and time management skills.
• Ability to work with little supervision.
• Strong team-orientation, interpersonal skills and proven ability to develop strong partner relationships with a strong customer focus
• 3-5 years of corporate experience
• Strong proficiency with Microsoft Office, PowerPoint, Excel, Outlook, Zoom and WebEx
• Familiarity with banking products and services

ABOUT US

JPMorgan Chase & Co., 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, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.