What are the responsibilities and job description for the U.S. Private Bank - Treasury Services Product Associate position at JPMorgan Chase?
Manage a diverse caseload, accelerate Treasury Services projects from concept to client delivery, become the team’s treasury products SME, and balance speed with disciplined risk‑and‑controls execution
As a Treasury Services Product Associate within J.P. Morgan’s Private Bank you will manage a case load of research, regulatory and product requests. You will also assist with various Treasury Services projects, to deliver existing banking products and/or features to our clients. The projects led by the team vary in size and content, and an open mind, flexibility, organizational skills and the ability to multitask are keys for success.
The Treasury Services product function is responsible for the strategic planning, adaptation, launch and lifecycle management of all cash management products in the Private Bank. Our team aims to enable deposit growth by innovating, bringing strategic insights and efficiencies. It also assists in adapting to a dynamic regulatory framework. To achieve its goals, the Treasury Services product team partners closely with the Deposit Sales managers, Front Office, and Client Service for the elaboration and adaptation of products and features as well as various functions such as Technology, Operations, Legal, Risk, Compliance and Marketing to design, enhance and review changes.
Job responsibilities
- Aggregate and analyze client and user feedback to surface themes, opportunities, and improvements
- Act as a strategic partner to product managers and cross‑functional teams, representing the voice of the client
- Build and maintain strong relationships with stakeholders and internal partners (Deposit Sales, Front Office, Service)
- Proactively identify problems and themes; investigate root causes and propose process improvements
- Establish a consistent follow‑up cadence, manage issue tracking, and drive escalations (including Treasury Services and high‑touch clients)
- Provide timely, concise project status updates; take ownership, act with urgency, and over‑communicate to exceed expectations
- Adhere to policies and procedures for client requests; work independently and collaboratively to maximize productivity
Required qualifications, capabilities, and skills
- 2 years’ experience with Treasury Services products
- Operates independently; manages up effectively and escalates issues appropriately
- Excellent communicator who distills complex situations for any audience
- Creative, client/advisor‑centric thinker who balances business objectives
- Meticulous attention to detail and accuracy
- Strong negotiation, influencing, and interpersonal skills; collaborative team player who builds partnerships and shares knowledge
- Data‑driven; creates metrics and reporting to inform decisions
Preferred qualifications, capabilities, and skills
- College degree preferred
- Experience working in banking or the financial service industry