Transaction Specialist IV

Fairygodboss; Westerville (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Transactions Specialist IV to manage customer accounts and transactions with a focus on accuracy and efficiency. You will use AI and automation to optimize workflows, handle inquiries, and coach junior staff while ensuring adherence to regulations and internal controls.

The role emphasizes improving transaction processes, solving non-routine issues, and collaborating across departments to deliver exceptional customer service in a dynamic financial environment.

Qualifications

• Baseline knowledge or equivalent in transaction management and servicing workflows.
• Ability to apply AI and automation to optimize transaction processes.
• Strong communication and mentoring skills to develop junior staff.
• Developing understanding of market products, industry practices, and regulations.
• Experience handling non-routine transactional issues using policy guidance.

Responsibilities

• Process, clear, and service transactions following procedures and verify checks/remittances.
• Leverage AI/automation to optimize transaction workflows and customer experience.
• Resolve non-routine issues by researching policies and coordinating with other departments.
• Coach and mentor junior roles to foster a collaborative team environment.
• Stay up-to-date on market products, industry practices, and regulations.

Skills

Transaction mgmt

AI & Automation

Coaching & mentoring

Regulatory knowledge

Communication skills

Problem solving

Education

High school diploma or GED

Job description

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing customer accounts, handling inquiries, and maintaining transactions. Your expertise in a variety of work processes will be crucial in solving non-routine, yet not overly complex problems, often improving on existing procedures. You will be expected to coach and mentor junior roles, fostering a collaborative team environment. Your ability to understand and apply artificial intelligence and automation technologies will be key in optimizing our transaction processes. With a developing understanding of market products, you will be able to navigate the industry practices and regulations, ensuring the smooth operation of our transaction management.

Job responsibilities

• Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances.
• Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
• Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and procedures, and interfacing with other departments to research and resolve inquiries.
• Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment.
• Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions.
• Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
• Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team.
• Developing proficiency in understanding and navigating market products, industry practices, and regulations.
• Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions.
• High school diploma or GED required.
• Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.