Senior Transactions & Automation Specialist

JP Morgan Chase; Westerville (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Chase is hiring a Transactions Specialist IV in Westerville, OH. You will support the production of financial documents and manage day-to-day transaction workflows within Global Document Services, serving Retail, Card Services, and Treasury Services.

This role emphasizes accuracy, process improvement, and reliable operations. Daily responsibilities include handling routine and non-routine transactions, coaching teammates, and staying current with regulatory and product knowledge to ensure

Qualifications

• Proven ability to meticulously review and ensure accuracy in tasks and documentation.
• Developing proficiency in building relationships within a global, matrixed organization.
• Ability to lift and transport heavy materials (40-70 lbs) and handle 200 lb supplies using carts.
• Ability to stand and walk for 8+ hours per shift.
• Developing ability to identify issues, analyze information, and develop solutions autonomously.
• Strong ability to convey information clearly to various departments and management levels.

Responsibilities

• Process, clear, and service transactions, adhering to procedures.
• Utilize knowledge of AI and automation to optimize transaction processes.
• Assist in resolving non-routine transactional issues using policy knowledge.
• Provide coaching and mentoring to junior roles.
• Maintain up-to-date knowledge of market products, industry practices, and regulations.
• Troubleshoot equipment to ensure minimal disruption and maintain efficiency.

Skills

Attention to detail

Cross-functional collaboration

Communication

Physical stamina

Job description

Chase is hiring a Transactions Specialist IV in Westerville, OH. You will support the production of financial documents and manage day-to-day transaction workflows within Global Document Services, serving Retail, Card Services, and Treasury Services.

This role emphasizes accuracy, process improvement, and reliable operations. Daily responsibilities include handling routine and non-routine transactions, coaching teammates, and staying current with regulatory and product knowledge to ensure