Training Associate
7 days ago
JOB DESCRIPTION
Shape the future of client onboarding by joining our team of training experts. Unlock your potential as you help clients maximize the value of J.P. Morgan Access Treasury. Be at the heart of delivering exceptional client experiences and supporting team growth. Join us to make a meaningful impact and advance your career in a dynamic, client-focused environment.
As a Client Training Associate within Client Onboarding and Service, you will serve as a Subject Matter Expert on the J.P. Morgan Access Treasury online platform. You will develop and deliver customized learning plans for clients, ensuring all technology, entitlement, and system requirements are met for a premier training experience. You will also mentor new hires and contribute to special projects and initiatives, supporting both client and team success.
Job responsibilities:
- Facilitate one-on-one and group client training sessions on the Treasury online platform, virtually via Zoom or in-person.
- Ensure client questions are addressed and build client confidence in platform usage.
- Complete all online documentation in accordance with guidelines and established SLAs.
- Update systems of record to ensure clarity for future client support.
- Assess and resolve issues, escalating concerns to Product as needed and following up on unresolved inquiries in a timely manner.
- Participate in project teams and process improvement initiatives.
- Train and mentor new hires, certifying them to deliver training on J.P. Morgan Access Treasury products.
Required qualifications, capabilities, and skills:
- At least three years of training delivery experience or demonstrated ability to communicate complex information clearly and logically.
- Strong attention to detail and ability to multitask with a customer-focused approach.
- Solid business, cash management, product, and process knowledge.
- Excellent oral, written, and presentation skills in both virtual and in-person settings.
- Strong organizational and time management skills.
- Ability to work independently with minimal supervision.
- Proven experience mentoring others.
- Ability to type at least 50 words per minute.
Preferred qualifications, capabilities, and skills:
- Experience presenting in virtual environments (Zoom, WebEx) or in-person.
- Familiarity with banking products and services.
- Bilingual in English, Spanish, or another language.
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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