AI & Automation Transactions Specialist

JPMorgan Chase

Fort Worth (TX)

On-site

USD 55,000 - 85,000

Full time

6 days ago
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Job summary

JPMorgan Chase in Fort Worth, TX seeks a Transactions Specialist III to manage and settle financial transactions, respond to customer inquiries, and support account maintenance with a focus on accuracy and service quality. You will work within our Consumer & Community Banking team, applying developing skills in automation and data literacy to improve processes and customer experiences.

This role emphasizes coaching, conflict management, and collaboration to drive projects that enhance the

Qualifications

  • Experience with processing, clearing, servicing, researching, and settling transactions.
  • Ability to handle customer inquiries and maintain a positive customer experience across touchpoints.
  • Familiarity with automation/AI tools and techniques in transaction management.

Responsibilities

  • Process, clear, service, research, and settle transactions following established procedures.
  • Handle customer inquiries such as balance checks and account maintenance to ensure satisfaction.
  • Contribute to issue resolution by applying strategic thinking within policy limits.
  • Assist in training new employees using coaching and mentoring skills.
  • Participate in projects to enhance customer experience with market/product knowledge and data literacy.

Skills

Transaction management
Customer inquiries handling
Automation awareness
Coaching & mentoring
Strategic thinking
High school diploma or GED

Education

High school diploma or GED

Job description

JPMorgan Chase in Fort Worth, TX seeks a Transactions Specialist III to manage and settle financial transactions, respond to customer inquiries, and support account maintenance with a focus on accuracy and service quality. You will work within our Consumer & Community Banking team, applying developing skills in automation and data literacy to improve processes and customer experiences.

This role emphasizes coaching, conflict management, and collaboration to drive projects that enhance the

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