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Client Education Trainer - German Speaking

Bromley, , United Kingdom

Job Description:

Job Title: Client Education Trainer – German Speaking

LOB: Treasury Client Services

Corporate Title: Up to Assistant Vice President

Location: Bromley

Our Global Technology & Operations division seeks a professional Client Education Trainer to join their team in Bromley. Ideally you will have some client facing training experience within a technical area, preferably gained within financial services. Due to our global client base this is a role with enormous potential for someone who is fluent in English and German to support clients in their local language.

As Client Education Trainer you will support the final stage of the on-boarding of client treasury products, and interact with corporate, commercial and FI clients providing remote and in person training sessions throughout the EMEA region. You will also take an active part in Operational Excellence initiatives to improve process flows, promote digitalization as well as reduce demand into the technical and servicing teams - by increasing the client knowledge of our online platform. Finally you will also help to improve the first time resolution of client queries into those teams by closing their knowledge gap and ensuring employee awareness of the online platform enhancements. This is a unique opportunity to join a dynamic, supportive team, with access to ongoing training and opportunities for career development. 


 

Responsibilities will include but not limited to:

  • Delivering flawless and impactful live demonstrations and trainings of online client treasury products in the corporate, commercial and FI sector

  • Interactive efficiently and clearly with clients either in person or via WebEx throughout the EMEA region

  • Providing ongoing daily support to the Bank’s clients and further escalating to the technical support team, when needed, to accurately resolve any system issue and guide end users on all online product questions 

  • Interacting with and working alongside the sales, product, implementation, client services and operations departments to provide the client with an ever-increasing level of service

  • Project leading Operational Excellence initiatives to improve process flows and reduce demand into the Technical and Servicing teams

  • Ensuring the internal employee awareness of all online banking enhancements to promote first time resolution of client queries

  • Broadening skills and cross training to support the Bank’s online platform and provide client support on any of the Bank's electronic cash management products.

Core Skills:

  • Training experience preferably within financial services (client facing roles)

  • Knowledge of financial products e.g. internet banking, payments, pay roll, receivables

  • Knowledge of Microsoft Word, Excel, PowerPoint and Outlook

  • Fluency in English & German verbally and written is required. Any of the following languages: Spanish, French or Italian is a bonus

  • Ability to pass on knowledge and remain extremely patient

  • Excellent oral/written communication skills

  • Solid time management, project management and team work skills

  • Positive attitude and mind-set towards client delight and operational excellence

  • Problem solving nature and analytical mind to identify solutions and advise clients accurately

  • General knowledge of treasury/cash management products, effectively educates clients and acts as an advisor on products and services. 

  • Demonstrates attention to detail, excellent organizational skills and the ability to exercise good judgment in decision-making

  • Must work well under pressure and time constraints

  • Displays high motivation and is considered a self-starter

  • Demonstrates the ability to identify customer needs by actively listening to them, with the aim to exceed their needs and requirements. 

  • Ability to communicate effectively with internal business partners; to ensure a consistent client management approach.

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Job Band:

H5

Shift: 

Hours Per Week:

35

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Title: Client Education Trainer – German Speaking

LOB: Treasury Client Services

Corporate Title: Up to Assistant Vice President

Location: Bromley

Our Global Technology & Operations division seeks a professional Client Education Trainer to join their team in Bromley. Ideally you will have some client facing training experience within a technical area, preferably gained within financial services. Due to our global client base this is a role with enormous potential for someone who is fluent in English and German to support clients in their local language.

As Client Education Trainer you will support the final stage of the on-boarding of client treasury products, and interact with corporate, commercial and FI clients providing remote and in person training sessions throughout the EMEA region. You will also take an active part in Operational Excellence initiatives to improve process flows, promote digitalization as well as reduce demand into the technical and servicing teams - by increasing the client knowledge of our online platform. Finally you will also help to improve the first time resolution of client queries into those teams by closing their knowledge gap and ensuring employee awareness of the online platform enhancements. This is a unique opportunity to join a dynamic, supportive team, with access to ongoing training and opportunities for career development. 


 

Responsibilities will include but not limited to:

  • Delivering flawless and impactful live demonstrations and trainings of online client treasury products in the corporate, commercial and FI sector

  • Interactive efficiently and clearly with clients either in person or via WebEx throughout the EMEA region

  • Providing ongoing daily support to the Bank’s clients and further escalating to the technical support team, when needed, to accurately resolve any system issue and guide end users on all online product questions 

  • Interacting with and working alongside the sales, product, implementation, client services and operations departments to provide the client with an ever-increasing level of service

  • Project leading Operational Excellence initiatives to improve process flows and reduce demand into the Technical and Servicing teams

  • Ensuring the internal employee awareness of all online banking enhancements to promote first time resolution of client queries

  • Broadening skills and cross training to support the Bank’s online platform and provide client support on any of the Bank's electronic cash management products.

Core Skills:

  • Training experience preferably within financial services (client facing roles)

  • Knowledge of financial products e.g. internet banking, payments, pay roll, receivables

  • Knowledge of Microsoft Word, Excel, PowerPoint and Outlook

  • Fluency in English & German verbally and written is required. Any of the following languages: Spanish, French or Italian is a bonus

  • Ability to pass on knowledge and remain extremely patient

  • Excellent oral/written communication skills

  • Solid time management, project management and team work skills

  • Positive attitude and mind-set towards client delight and operational excellence

  • Problem solving nature and analytical mind to identify solutions and advise clients accurately

  • General knowledge of treasury/cash management products, effectively educates clients and acts as an advisor on products and services. 

  • Demonstrates attention to detail, excellent organizational skills and the ability to exercise good judgment in decision-making

  • Must work well under pressure and time constraints

  • Displays high motivation and is considered a self-starter

  • Demonstrates the ability to identify customer needs by actively listening to them, with the aim to exceed their needs and requirements. 

  • Ability to communicate effectively with internal business partners; to ensure a consistent client management approach.

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Learn more about this role

Full time

JR-21044382

Band: H5

Manages People:

Manager:

Talent Acquisition Contact:

Craig Roche

Referral Bonus:

0

Street Address

Primary Location:
26 ELMFIELD RD, Bromley, BR1 1LR