International private banking - client service trainerJPMorgan Chase

Job Description:
Reporting to the Client Service Support Service Manager, the Client Service Trainer is part of the Private Banking Client Service Support team and is responsible for development and delivery of role specific training for the Client Service roles within the International Private Bank, for both new and experienced staff. It is anticipated that the Client Service Trainer will spend their time in creating tutorial videos including script, audio, screen recording, onscreen design elements and delivering classroom or providing smaller group training sessions within the Client Service Specialist and Client Service Support Specialist teams, preparing and reviewing training materials, communications and procedures.
Client Service Specialists (CSS) are the primary contact for all service related needs of a Private Banking client. CSS work with bankers, investors, various product specialists, middle-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products.
CSS are regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: affecting cash movements; monitoring overdrafts, cash balances, foreign exchange, and tax document inquiries; performing account maintenance (account opening and closing, change of address, stop payments and fees billing).
Client Service Support Specialist teams are responsible for transactional support for the CSS Teams, including processing money transfers and security transfers within required timeframes and currency cut offs.
Job Responsibilities
Deliver Business Training Agenda for the region in close consultation with the Client Service Support Team Manager
Create training videos including script, audio, screen recording, onscreen design elements, etc. and ensure content is updated on a regular basis
Create online assessments and surveys for the IPB Client Service
Collaborate with stakeholders to develop and load content within the learning management systems
Design and deliver creative content to build knowledge of end users to successfully use solutions and applications
Develop digital communications content, such as infographics, how to videos, micro learning moments, etc.
Ensure close coordination with Training Peers in other regions to achieve global consistency
Facilitate new hire, skill enhancement and initiative-specific training programs for Client Service roles
Conduct needs assessments with internal clients to identify performance gaps and implement solutions
Own, design and maintain Client Service training programs for the IPB region
Work closely with the Client Service Transformation team to prepare the delivery of training programs
Assist in facilitating the knowledge management efforts including policy and procedure content maintenance and communications to Client Service team
Evaluate the effectiveness of training programs to ensure that appropriate outcomes/improvements have been attained
Participate on project teams whose outcomes have significant impact to business results
Coordinate training events with internal business partners, includes details such as location, logistics, set-up, materials, training aids and program evaluations
Assist Client Service Managers in development and coaching of employees
Partner with Manila Hub Client Service Support Specialist teams in order to meet needs of IPB Client Service Specialist teams
preparing and reviewing communications to be sent to IPB Client Service audience
preparing and reviewing IPB Client Service procedures, working closely with Business Process Team
Qualifications
Minimum of 2-4 years of working experience in content creation with specialty in educational video design and development
Experience with video editing, trimming footage, and inserting graphics using modern editing software required (Survey Monkey, Camtasia, Final Cut Pro, and/or Adobe Premiere)
Candidate will ideally have formal training, education or coaching experience
Strong presentation skills
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products
Must understand the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
Effective communication, judgement, problem-solving and relationship skills
Experience in the Financial services and/or Banking industry
Strong knowledge of MS Word, Excel, PowerPoint, and other office-related programs
Ability to effectively interact at all levels in the organization
Language skills an advantage
JPMorgan Chase & Co. is an Equal Opportunity Employer
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 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. 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.
About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
JPMorgan Chase

Metro Manila
Permanent
Full-time