Training Specialist

Getzville, NY
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1st shift (7am to 3:30 pm)

Presentation Technology is a group of specialists who provide services to internal banking clients within the Institutional Clients Group (i.e. Banking and Corporate Markets Advisory, Treasury and Trade Solutions, Markets, etc.).

Working in a busy 24/7 department that produces live deal, pitch book and custom design materials for high-profile investment banking transactions.

Key Responsibilities:

Produces a variety of marketing materials (e.g. pitch books, deal books, covers, templates, infographics, etc.) using MS Office and Adobe applications to an advanced level

Assists with the production of creative PPT pitch books and offers conceptual and visual solutions to enhance client materials including motion graphics

Traces and produces logos, maps and illustrations

Ensures all materials produced are correctly branded as per Client standards and advises clients on the use of the Client brand

Liaises directly with workflow staff and clients to determine deadlines, job instructions and design requirements

Completes related admin for accurate work billing and job tracking purposes

Assists with Intake coordination when required

Responsible for quality control of own work, as well as assisting colleagues with QC tasks

Buddies new starters post-training

Contributes to best production practices through internal initiatives and programs


3-5 years or above of admin/operational support in a corporate, service-oriented environment, ideally in a financial institution – essential

Advanced knowledge of industry standard graphic design applications – essential


Advanced knowledge of Microsoft Office (PowerPoint, Excel and Word)

Advanced knowledge of Adobe CC Suite (i.e. Illustrator, Photoshop, InDesign, Acrobat Professional)

MapInfo, Adobe Animate, Adobe Audition and Blender – an advantage

Knowledge of external print processes – desirable


Bachelor's degree or Diploma in Graphic Design with 3-5 years or relevant work experience in a corporate environment with demonstrated ability to meet the job requirements through comparable work experience

Must be able to provide a portfolio / samples of recent work


Excellent attention to detail and focus on quality and accuracy

Strong interpersonal, customer service and communication skills (oral and written)

Ability to work independently with little supervision, as well as part of a team

Ability to work in a fast-paced environment , multi-task and cope with pressure

Ability to assess work and make decisions from a technical point of view and prioritize requests efficiently

Readiness to follow processes, policies and procedures

Flexibility, enthusiasm and willingness to learn new skills and share knowledge with the team

Creativity and strong understanding of the fundamental principles of graphic design and layout


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