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Client Training Analyst Bilingual

3 months ago

Tampa, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker, passionate about finding solutions for customers. You have found the right team.

As a Client Training Analyst in the Client Training department, you will develop learning plans for our clients that are tailored to their unique needs. The planning will encompass ensuring that all necessary technology, entitlement and systemic requirements are appropriate and complete in order to deliver a premier training experience. Client trainers facilitate one on one client training newly on boarded 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 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 5-6 1 hour sessions per day).

**Responsibilities**:

- Client trainers will facilitate one on one and/or group client training sessions to external clients (Sessions are generally 1 hour in length). Client trainers will ensure that client questions are identified in the training session(s) are answered and that all efforts to build confidence in usage are employed.
- All online documentation and outbound / inbound calls are completed within guidelines and according to the established SLAs.
- Client trainers will be 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.
- Client Trainers must quickly assess and resolve issues. This includes escalating concerns when appropriate and ensuring that all follow up for unresolved inquiries or issues occur in a timely fashion.
- Client trainers may participate on project teams or process improvement initiatives.

**Required qualifications, capabilities and skills**
- At least 1 year of training delivery experience and/or the ability to deliver complex information in a simple, and logical manner (e.g., walk through, test resolution).
- At least 2 years of Call Center experience.
- Strong level of attention to detail, ability to multitask with a strong customer focus.
- Strong business/cash management, product and process knowledge.
- Excellent oral, written and presentation skills.
- Excellent organizational and time management skills.
- Ability to work with little supervision.
- Bi-lingual in English and Spanish

Preferred Qualifications, Capabilities and Skills
- 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 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.

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 is an Equal Opportunity Employer, including Disability/Veterans

**ABOUT THE TEAM**

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, r