Transactions Specialist I - Automation & Customer Service

JPMorganChase; Chicago (IL); On-site; USD 47,000 - 55,000; Full time

Job summary

JPMorganChase in Chicago, IL, is seeking a Transactions Specialist I to join our operations team. You will process and clear transactions, respond to customer inquiries, and use automation to improve processing efficiency while maintaining accuracy in a high-volume setting.

Daily responsibilities include handling routine balance inquiries, account maintenance requests, and following established procedures to meet production targets.

Qualifications

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.
• 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.

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.

Skills

Transaction management

Procedural discipline

Automation tools

Customer experience

Data analytics basics

Education

High school diploma or GED

Job description

JPMorganChase in Chicago, IL, is seeking a Transactions Specialist I to join our operations team. You will process and clear transactions, respond to customer inquiries, and use automation to improve processing efficiency while maintaining accuracy in a high-volume setting.

Daily responsibilities include handling routine balance inquiries, account maintenance requests, and following established procedures to meet production targets.