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Calum Morris Email & Phone Number

Vice President at J.P. Morgan Private Bank
Location: Edinburgh, Scotland, United Kingdom 10 work roles 2 schools
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Current company
Role
Vice President
Location
Edinburgh, Scotland, United Kingdom
Company size

Who is Calum Morris? Overview

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Calum Morris is listed as Vice President at J.P. Morgan Private Bank, a with 6623 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Calum Morris.

Calum Morris previously worked as Learning and Performance Consultant at Bny Mellon and Training Consultant at Bny Mellon. Calum Morris holds Hnd Hotel, Catering And Institutional Management from Bournemouth University.

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J.P. Morgan Private Bank

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About Calum Morris

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

Listed skills include Leadership, Virtual Delivery, Microsoft Office, Team Building, and 7 others.

Current workplace

Calum Morris's current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Vice President
Edinburgh, GB
Employees
6623
AeroLeads page
10 roles · 34 years

Calum Morris work experience

A career timeline built from the work history available for this profile.

Learning And Performance Consultant

Edinburgh, United Kingdom

Responsible for learning and facilitating multiple Professional Development, soft skills and business courses for classroom and virtual delivery, to enhance organisation and business objectives.• Facilitated multiple Professional Development classroom courses, including Listening Skills, Presenting with Impact, Problem Solving, Flexing Your Communication Style, Handling Peer Conflict, Influencing Skills, Workplace Facilitator Certification at BNY Mellon UK and Europe locations – Edinburgh, Leeds, Liverpool, London, Manchester, Brussels, Dublin, Wexford• Delivered Investment Services classroom and virtual courses (webinar/online meeting via Microsoft Lync) – EMEA Transfer Agency (TA) Induction and Alternative Investment Services Induction – to audiences in multiple locations in countries including UK, Ireland, Luxembourg, Poland, Singapore and USA• Managed Facilitation Team Committee Initiative, to create and develop certification procedure for Facilitation Team by collaborating with other committee members, before presentation and sign off by leadership team• Led Facilitation Team Committee Initiative to create and develop Saba Time Tracking procedure by collaborating with other committee members, before presentation and sign off by leadership team• Liaised with Curriculum Managers to provide feedback on course and material content, aiding continuous improvement• Demonstrated the behaviours that power the BNY Mellon brand to ensure consistency, continuity and role modelling• Fully supported and demonstrated professional development through promoting diversity and creating an inclusive and respectful workplace environment• Applied the principles of company risk culture and created awareness to align best practice within modules

2014 - 2016 ~2 yrs

Training Consultant

Edinburgh, United Kingdom

Responsible for providing solutions to enable employees to achieve business goals and maximise their potential by working collaboratively with the business to understand learning and development needs, creating and delivering learning plans and solutions and tracking KPIs to demonstrate value and improved performance• Coordinated and facilitated UK Transfer Agency (TA) Induction programme – evaluated through end of course test and participant feedback for continuous improvement• Facilitated Client Assets (CASS) classroom training for mandatory attendees – team won South East Regional National Training Award for CASS Training programme• Created multiple online courses on Brainshark for EMEA Transfer Agency audience (approx. 1,560) – Foreign Account Tax Compliance Act (FATCA), Property Authorised Investment Funds (PAIFs), Anti-Fraud and Suspicious Activity, Client Company Complaint Handling – developing course content with Subject Matter Experts and writing test questions• Strengthened partnerships with key business stakeholders through facilitating monthly Learning & Development Forums for Edinburgh and Luxembourg sites, supporting employee development through communication and implementation of BKU (BNY Mellon University) strategies and initiatives• Launched and coordinated support programme for circa 100 employees studying CISI Investment Operations Certificate (IOC), facilitated revision sessions and provided support• Volunteered to provide User Acceptance Testing (UAT) support for Learning Management System (LMS) migration from Sum Total to Saba• Nominated as Brand Ambassador for BNY Mellon brand launch, co-presented with Site Heads at Edinburgh sites presentations• Facilitated Team Effectiveness session – created course objectives and content through partnering with stakeholders• Supported new colleagues and provided regular feedback as part of their development

2012 - 2014 ~2 yrs

Training Consultant

Swindon, United Kingdom

Responsible for providing solutions to enable employees to achieve business goals and maximise their potential by working collaboratively with the business to understand learning and development needs, creating and delivering learning plans and solutions and tracking KPIs to demonstrate value and improved performance• Selected to relocate to Edinburgh office• Completed key training projects, including Treating Customers Fairly and Personal Responsibility Computer Based Training (CBT) courses, and Respond system for breaches and errors in classroom and by WebEx, in line with agreed protocols and standards• Selected as project member to create and deliver T&C Scheme workshops – received recognition and positive feedback from senior manager• Delivered TA business classroom courses, including Induction, Client Money Touch Points and The Cost of Dealing Errors• Strengthened partnerships with key business stakeholders through facilitating monthly site Learning & Development Forum

2010 - 2012 ~2 yrs

Divisional Support Trainer

Swindon, United Kingdom

Responsible for providing consultancy support of full learning cycle to designated business areas to achieve business objectives; and proactively developing and delivering face-to-face learning and coaching across the Swindon TA operation to achieve learning objectives• Designed, delivered and evaluated UK TA and Swindon operation classroom courses (including Induction, TCF (Treating Customers Fairly) regulatory training, Understanding Breaches, multiple regulatory and Siebel system updates) to achieve business objectives• Provided feedback and coaching for contact centre employees through Quality Checking (QC) of telephone calls • Provided feedback and coaching to colleagues improve and develop their presentation skills• Implemented ‘Learning Wheel’ system (training log) for all employees, following testing and successful pilot

2008 - 2010 ~2 yrs

Communications Centre Trainer

Swindon, United Kingdom

Responsible for producing and maintaining training material, delivering training and coaching to support the Client Relationship Centre (CRC)• STAR Award winner 2007, presented by Gerald Hassell, President, The Bank of New York for Swindon Induction – designed and delivered to all new employees• Full learning cycle for creation of multiple Communications Centre training programmes, including UK and European Comms Centre Induction (systems and technical), Telephone Dealing, Telephone Techniques course introducing Call Standards, QC Coaching Training (including creating and facilitating Call Levelling exercises), new Avaya telephone system

2003 - 2008 ~5 yrs

Telesales Executive

Swindon, United Kingdom

• Set up administration for Sales department following company rationalisation, created procedure for daily and regular tasks; prioritised and cleared inherited backlog of work• Handled inbound calls, dealing with advertised offers and an existing customer base, sold new deals and agreed terms for existing customers• Strengthened partnerships with key client by developing close working relationships with stakeholders• Regularly selected as employee of choice to proof read monthly invoices, after finding errors when initially volunteering to proof read

1998 - 2003 ~5 yrs

Regional Systems Trainer (Secondment) / Deputy Customer Service Manager / Team Trainer

Swindon, United Kingdom

Carried out a number of roles at Asda:Goods Inward Checker (GIC) | SwindonManagement Secondment (Regional Systems Trainer) | SwindonDeputy Customer Service Manager | SwindonTeam Trainer | SwindonCheckout Operator | Swindon/Bournemouth• Trained HR Managers and employees at 15 superstores on new computerised Store Personnel System (SPS) for Time & Attendance and payroll• Trained circa 300 employees on new checkout system ready for launch at Swindon superstore• Coordinated recruitment and induction process for Swindon superstore

1993 - 1998 ~5 yrs
2 education records

Calum Morris education

High School

Taunton School
FAQ

Frequently asked questions about Calum Morris

Quick answers generated from the profile data available on this page.

What company does Calum Morris work for?

Calum Morris works for J.P. Morgan Private Bank.

What is Calum Morris's role at J.P. Morgan Private Bank?

Calum Morris is listed as Vice President at J.P. Morgan Private Bank.

Where is Calum Morris based?

Calum Morris is based in Edinburgh, Scotland, United Kingdom while working with J.P. Morgan Private Bank.

What companies has Calum Morris worked for?

Calum Morris has worked for J.P. Morgan Private Bank, Bny Mellon, Cellular Operations Limited, and Asda.

How can I contact Calum Morris?

You can use AeroLeads to view verified contact signals for Calum Morris at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Calum Morris attend?

Calum Morris holds Hnd Hotel, Catering And Institutional Management from Bournemouth University.

What skills is Calum Morris known for?

Calum Morris is listed with skills including Leadership, Virtual Delivery, Microsoft Office, Team Building, Project Management, Coaching, Consulting, and Leadership Development.

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