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Commercial Card Client Education

AT JPMorgan Chase
JPMorgan Chase

Commercial Card Client Education

Charlotte, NC

Join us at JPMorgan Chase and be a part of a team that is committed to excellence, innovation, and client satisfaction. Your attention to detail and organizational skills will play a key role in enhancing the client experience and driving our success in the Commercial Banking sector.

As a Client Educator within Global Practice Leadership, you will be responsible for training our card clients on card management platforms, ensuring they are well-equipped to utilize our Commercial Card internet platforms effectively.

The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients including the training of our clients in their card management portal.

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Job Responsibilities

  • Train clients on Commercial Card internet platforms via phone, Zoom, and potentially on-site
  • Deliver webinars for multiple clients and conduct 1:1 training sessions
  • Manage training projects from creation through delivery, with ongoing checkpoints to assess future needs
  • Conduct demos for prospects and existing clients
  • Develop new training initiatives for internal and external clients aligned with the goals of the Commercial Card organization
  • Educate Commercial Card clients on all product offerings, including industry knowledge

Required qualifications, skills and capabilities

  • Minimum 3 years' experience in training clients
  • Superior interpersonal, oral and written communication skills
  • Strong facilitation skills and ability to deliver programs and present to both large and small audiences
  • Analytical thinking/decision making as well as strong, innovative problem solving
  • Experience training internal and external customers
  • Strong knowledge of adult learning theory and facilitation technique
  • Excellent client management/relationship management skills
  • Resilience in a constantly changing environment
  • Excellent partnering skills yet can work independently

Preferred qualifications, skills, and capabilities

  • Familiarity with Smartdata and PaymentNet platforms
  • BA/BS degree or relevant experience
  • Commercial Card knowledge/experience

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.

ABOUT US

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Client-provided location(s): Charlotte, NC, USA; Chicago, IL, USA; Plano, TX, USA; Irvine, CA, USA
Job ID: JPMorgan-210567802
Employment Type: Full Time