U.S. Private Bank - Treasury Services Product Associate
J.P. Morgan
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
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
At J.P. Morgan Private Bank a Treasury Services Product Associate manages research, regulatory and product requests and leads projects.