Client Education Training Specialist Position Available In Mecklenburg, North Carolina

Client Education Training Specialist
Charlotte, NC, United States and 2 more

JOB INFORMATION

Job Identification
210617816
Job Category
Onboarding
Business Unit
Commercial & Investment Bank
Posting Date
04/16/2025, 05:56 AM
Locations Charlotte, NC, United States Plano, TX, United States Chicago, IL, United States
Job Schedule
Full time
Job Shift
Day
Base Pay/Salary
Chicago,IL $64,600.00-$87,500.00
JOB

DESCRIPTION

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.

ABOUT US

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, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan’s Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides 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 not-for-profit organizations.