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JPMorgan Chase Client Training Specialist Team Lead in Plano, Texas

CB Client Onboarding - Client Training Specialist, Vice President Team Lead (603)

Role Summary:

The Client Training Specialist team is responsible for the education and training of our Treasury payments and reporting platform. The platform provides a suite of digital end to end solutions to support global cash management needs including payments, reporting and reconciliation. This role will lead the team with global presence. It will require both internal and external client interaction at all levels.

Job Responsibilities:

  • Exhibit ownership of the training experience and client satisfaction

  • Ensure the team operates effectively by adhering to policies and procedures, within SLA's.

  • Build and maintain strong relationships with key partners across the Commercial Banking organization.

  • Establish KPI reporting, deliver results to senior level partners and utilize the metrics to ensure success

  • Think and act strategically by defining and driving the direction of the business

  • Participate in the creation of training content and delivery

  • Demonstrate values by promoting an inclusive work environment

  • Participate in the ongoing education of new and existing employees

Required qualifications, skills and capabilities:

  • 3-5 years Treasury services onboarding or service experience

  • Previous training / education experience

  • Passion for delivering a consistent, stellar experience and motivation to set appropriate expectations with every engagement

  • Comfort in a fast paced, dynamic environment

  • Ability to clearly communicate, partner and influence - leading others to a common goal

  • Appreciation for being a 'keeper of our brand'

Preferred Qualifications:

  • Bachelor of Arts /Bachelor of Science degree

  • Working knowledge of JPMorgan platforms, products and process

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.

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 and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans