Transactions Specialist I

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 42,000 - 58,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago is seeking an entry-level Transaction Processor to handle daily transaction processing and customer inquiries while leveraging automation to improve efficiency.

The role requires a high school diploma or GED and offers opportunities to grow in a dynamic, risk-aware environment with a strong focus on accuracy and customer experience.

Qualifications

• Baseline knowledge of transaction management, including processing, clearing, servicing, researching, and settling transactions.
• Ability to follow instructions and procedures with minimal variance.
• Developing proficiency in automation to optimize transaction processing.
• Understanding of customer experience across the journey with a brand or business.
• Basic data analytics skills to spot transaction trends and improve processes.

Responsibilities

• Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
• Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
• Utilize automation technologies to optimize transaction processing and account servicing.
• Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
• Maintain up-to-date knowledge of applicable product definitions and operating procedures.

Skills

Transaction processing

Customer service

Automation

Data analysis

Procedural documentation

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 an innovative and dynamic environment where every day brings new challenges and opportunities.

Job responsibilities

• Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
• Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
• Utilize automation technologies to optimize transaction processing and account servicing.
• Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
• Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.

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 follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
• Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
• Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
• Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.
• 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.

Preferred qualifications, capabilities, and skills

• Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.
• Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement.

Schedule: Monday - Friday, 7:00 am - 3:30 pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.

Security Clearance Requirement

A Government Security Clearance, including Public Trust clearance, will be required for this position. As a condition of employment, the selected candidate must successfully complete a comprehensive background screening to obtain the necessary clearance. This process includes, but is not limited to:

• Fingerprints
• Credit check
• Proof of U.S. Citizenship, Acceptable documents may include a U.S. passport, certificate of naturalization, or original/certified birth certificate.
• Verification of employment history
• Educational background
• Criminal record check
• Tax filing history (possibly)
• References
• Information on relatives including citizenship
• 7 Year Travel History
• 7 Year Residence History
• Government interview completion and favorable background investigation.
• Other relevant verifications as mandated by federal requirements

This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status

Employment is contingent upon the candidate’s ability to meet all requirements for government security and Public Trust clearance. Following hire, failure to maintain this clearance may result in termination of employment.