Commercial Banking - Client Training Analyst
JPMorgan Chase
- Philippines
- Permanent
- Full-time
- 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 MS 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
- 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