Training Analyst - Bilingual English / Spanish Required

Posting Description

As a Client Trainer, you will be responsible for developing and implementing tailored learning plans for our clients, ensuring a premier training experience. This role will involve planning and coordinating all necessary technology, entitlement, and systemic requirements to meet the unique needs of each client. you will facilitate virtual one-on-one client training sessions for newly on boarded clients and existing clients who will require customized session to learn multiple products and view their actual company files and data.

Additionally, you will conduct webinar trainings, which will be live facilitator-led web conferences attended by multiple clients. Training delivery methods will primarily be conducted via Zoom, with an expectation of facilitating approximately 5-6, one-hour sessions per day. Your expertise will ensure that clients received comprehensive and effective training, enhancing their understanding and utilization of our products and services.

Job Responsibilities

• Facilitate one-on-one and group client training sessions on our Treasury online platform, ensuring sessions are engaging and informative
• Ensure client questions are answered during training sessions, building confidence in platform usage
• Complete all online documentation within guidelines and according to the established SLAs
• Update systems of record to ensure clarity of actions for other areas assisting clients
• Assess and resolve issues quickly, escalating concerns when necessary and ensuring timely follow-up on unresolved inquiries
• Participate in project teams or process improvement initiatives to enhance training effectiveness
• Deliver training sessions in Spanish for clients preferring instructions in Spanish, demonstrating proficiency in both verbal and written Spanish, including banking terminology

Required qualifications, capabilities, and skills

• Possess at least 1+ year of training delivery experience or demonstrate the ability to convey complex information in a simple and logical manner, such as through walkthroughs and test resolutions
• Exhibit strong level of attention to detail and ability to multitask while maintaining a strong customer focus
• Demonstrate strong business and cash management knowledge, along with product and process expertise
• Showcase excellent oral, written, and presentation skills
• Display excellent organizational and time management skills
• Proficient in managing and arranging appointments and meetings using a calendar, preferably with MS Outlook
• Capable of working independently with minimal supervision
• Demonstrated the ability to rapidly acquire and master proficiency in various internally developed desktop, web, and mobile applications
• Required proficiency in both English and Spanish

Preferred qualifications, capabilities, and skills

• Possess experience in delivering presentations within virtual environments, such as Zoom, WebEx, or similar platforms
• Demonstrate familiarity with banking products and services, enhancing the ability to effectively communicate and train clients in this domain

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 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, paid in the form of cash and/or forfeitable equity, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

Client-provided location(s): Tampa, FL, Plano, TX

Job ID: JPMorgan-210654739

Employment Type: FULL_TIME

Posted: 2025-08-28T19:18:39