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 sessionBuild 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 experienceAbility 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 mannerPrevious experience adapting to a fast-paced, changing, dynamic work environment while driving resultsExcellent interpersonal, influencing, communication, and partnership skillsAbility 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 SuiteExcellent 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 moreHelp the community through expansive volunteer opportunitiesJoin 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.