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Commercial Card - Client Training Specialist

Req #: 180016381
Location: Chicago, IL, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

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 business, 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.comChase Consumer & Community Banking serves nearly 60 million households and 4 million small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice.  Chase Card Services consists of two businesses: Consumer and Small Business and Commercial Card. The No. 1 credit card issuer in the U.S. based on loans outstanding.


Commercial Card provides payment solutions to businesses, governments and other institutions for commercial expenditures, including business supplies, maintenance, repair, operational expenses and travel. Our solutions and best practices offer the control, reporting, reconciliation and financial benefits organizations need to streamline payment processes and help turn accounts payable departments into profit centers. Our online management applications provide clients with the ability to establish spending limits, create authorizations and workflows, streamline reporting and enforce buying policies throughout an organization.

Position Summary:
This position partners with Commercial Card Sales, Relationship Management, Implementation Managers, Sales and Relationship Management team leads and the Product Management teams to develop and deliver Commercial Card Training for the external and internal clients of the Commercial Card organization. The position will be responsible for leading technical sales consulting/demos with external clients and/or strategic partners; performing consultative client education for Commercial Card programs, services, applications, or products; as well as partnering post implementation for critical consulting or problem solving with escalated clients. The position will also be responsible for developing and delivering soft skills training to internal business partners as well as facilitating training for various product changes and updates.
Key Accountabilities/Major Responsibilities
  • Execute pillars of Training Support Model flawlessly to internal and external clients, Technical Sales Support; Consultative Training; Critical Consulting; and Soft Skills Training
  • Accountable for training Commercial Card Products including on-site client training, phone, webinar trainings as well as internal client training.
  • Mastery of all training curriculum by delivering all required material in a consistent yet effective manner
  • Support innovative tool development such as e-learning, webinars, etc. Standard collateral management practices for products, applications, and utilize cases used across Commercial Card Training Team
  • Responsible for training Commercial Card clients and employees on all product offerings including Commercial Card industry knowledge and Sales
  • Responsible for managing training projects from creation through delivery with on-going check points to determine future needs
  • Develop new training initiatives for internal and external clients based on the goals and objectives of the Commercial Card organization
  • Creation of e-learning training content for external client needs
  • At least 3 years experience in Training within a Financial Services environment
  • Bachelors Degree required
  • Commercial Card experience preferred
  • Superior interpersonal, oral and written communication skills
  • Strong facilitation skills and ability to deliver programs and present to both large and small audiences
  • Experience in developing training content from concept planning through facilitation
  • Experience in creating e-learning modules through captivate or similar training creation software
  • Analytical thinking/decision making
  • Strong, innovative problem solver
  • Ability to travel up to 40% of the time
  • Experience training internal and external customers
  • Strong knowledge of adult learning theory and facilitation technique
  • Client focused orientation:  excellent client management/relationship management skills
  • Resilience in a constantly changing environment:  flexible & adaptable
  • Excellent partnering skills yet can work independently
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