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Credit & Treasury - Learning Associate

Req #: 180003116
Location: Plano, TX, US
Job Category: Human Resources
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.  JPMorgan Chase & Co. is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.


Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.


The Learning Associate will develop Commercial Banking employees through the design and delivery of lending and treasury training across multiple platforms. The Learning Associate will serve as a critical member of the CB Learning team by managing multiple training projects with fast-paced timelines. This individual will work closely with fellow learning and development colleagues, human resource professionals, and business leads to ensure the smooth and successful delivery of training programs that help the business achieve its long-term strategic goals.



  • Develop "best-in-class" lending and treasury training to support the overall strategic priorities of Commercial Banking

  • Utilize a variety of training delivery methods for programs (i.e. classroom, eLearning, virtual, etc.)

  • Facilitate and/or deliver training virtually and in-person with the support of lending and treasury Subject Matter Experts (SMEs)

  • Leverage SMEs to create accurate, appropriate and engaging training material, evaluations, and assessments

  • Independently manage ongoing training programs (e.g. bi-weekly product trainings), including project plan management, organization of working groups, development of content, and more

  • Manage logistics of various programs, including communication (i.e. email announcements), technology (i.e. webinars and wireless access) and catering

  • Partner with the firm’s digital learning team on eLearning and other digital learning tool creation and maintenance

  • Cultivate and maintain strong relationships with internal clients and key constituents in order to ensure training curriculum addresses identified needs of the firm

  • Analyze training results and metrics in order to report business impact to stakeholders. 

  • Be consultative by suggesting innovative training solutions

  • Effectively collaborate and communicate with the CB Learning team, the larger CB Human Resources organization, and other learning and development teams throughout the firm

  • Periodically assist with special projects


  • Driven, enthusiastic and positive "can-do" attitude
  • Ability to effectively prioritize and manage multiple projects simultaneously
  • Superior teamwork skills and willingness to seamlessly back-up team members
  • Meticulous attention to detail and excellent organizational skills
  • Self-motivated with the ability to work independently to meet deadlines and produce quality results
  • Demonstrates ownership for deliverables and remains flexible in fast paced environment
  • Ability to anticipate needs and/or problems that might arise and take steps to help resolve them and know when to escalate
  • Strong written and oral communication skills
  • Strong instruction and presentation skills; challenges training participants and facilitates discussions in a way that promotes interactive learning
  • Flexibility in work hours when required by training programs
  • Ability to regularly interact with executives
  • Ability to develop training material with limited guidance and/or existing documentation
  • Strong relationship building skills
  • Proficiency in Microsoft Office applications
  • Experience in the financial services industry
  • A Bachelor's degree
  • Minimum of 4 years of experience in at least one of the following areas:  credit risk, commercial banking, or treasury service 
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