CCB Transactions Specialist

JPMorgan Chase & Co.; Fort Worth (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase in Fort Worth, TX is seeking a Transactions Specialist III to manage and settle financial transactions, respond to customer inquiries, and support process improvement. You will apply evolving automation and AI knowledge while coaching new staff and contributing to projects that enhance the customer experience.

The role emphasizes developing strategic thinking, innovation, and adherence to established procedures to maintain smooth service in a dynamic financial environment.

Qualifications

• Baseline knowledge of transaction management including processing, clearing, servicing, researching and settling transactions.
• Ability to handle customer inquiries with a focus on a positive experience at all touchpoints.
• Experience with automation and AI tools and techniques in transaction management.
• Developing coaching and conflict management skills to assist in training new employees.
• Developing strategic thinking and innovation to contribute to new issue solutions within policies.
• Requires High school diploma or GED.

Responsibilities

• Process, clear, service, research, and settle transactions per procedures, leveraging automation/AI.
• Handle balance inquiries and account maintenance to ensure a positive customer experience.
• Contribute to issue resolution with strategic thinking within policy limits.
• Assist in training new employees to support growth and development.
• Participate in projects to enhance customer experience using market knowledge and data literacy.

Skills

Transaction management

Customer inquiries

Automation & AI

Coaching & mentoring

Strategic thinking

Data & tech literacy

Education

High school diploma or GED

Job description

As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.

Job responsibilities

• Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
• Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
• Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
• Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
• Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
• Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
• Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
• Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
• Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
• High school diploma or GED required

Preferred qualifications, skills, and capabilities

• Familiarity or developing knowledge of automation and process optimization tools or technologies.