Client Training Specialist

Responsibilities

• Proactively and effectively provide top quality training to clients and business partners related to Treasury Services and all underlying banking tools.
• Partner and collaborate with Relationship Managers, Sales teams, and Client Services Specialists to effectively schedule and train new and existing clients.
• Ensure coordination of training efforts with team managers, client service specialists, and other team members.
• Take full ownership and address all training related quality issues.
• Provide regular feedback to team members and senior management on process improvements and/or client training issues.
• Maintain ongoing dialogue with team members, business partners, learning and development as well as operations to facilitate best practices in regards to training strategies.
• Provide feedback and coaching to other team members, new hires, and business partners to ensure a consistent knowledge base.
• Effectively communicate updates to processes, procedures, and revised service standards to clients and business partners.
• Actively participate in client dialogue where required.

Requirements

• Extensive knowledge of all bank products, services, policies.
• Excellent communication and presentation skills.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
• A high degree of detail.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Qualifications

• High School diploma or GED with a minimum of 5 years banking experience.
• Bachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.