Transactions Specialist I - Statements

JPMorgan Chase & Co.; Westerville (OH); On-site; USD 39,000 - 45,000; Full time

Job summary

JPMorgan Chase & Co. in Ohio is seeking a Transactions Specialist I to operate mail-production machinery, validate materials, and perform basic reconciliations on the Insertion Team.

The role supports the firm’s Global Document Services, handling statements, letters, and various printed materials across multiple business lines. You will work with high-speed equipment, ensure output quality, and perform routine reconciling tasks.

Qualifications

• Physical stamina to lift 40–70 lbs and move 200 lbs supplies.
• Ability to stand and walk for 8–10-hour shifts.
• Willingness to work overtime, including holidays and weekends.

Responsibilities

• Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters.
• Validate material quality and output quality on an ongoing basis.
• Reconcile input versus output using basic math.

Skills

Heavy lifting

Team collaboration

Adaptability

Tools

Pitney Bowes

Bell and Howell

Job description

Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day.

As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm’s primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution.

Job Responsibilities

• Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters.
• Validate material quality and output quality on an ongoing basis.
• Reconcile input versus output using basic math.

Required qualifications, capabilities, and skills

• Lift 40–70 lbs and deliver 200 lbs supplies using industrial pull/push carts.
• Work overtime as needed, including holidays and weekends.
• Stand and walk for 8 to 10-hour shifts.
• Meet and maintain quality and productivity standards.
• Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology.
• Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success.
• Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance.

Preferred qualifications, capabilities, and skills

• Bring experience in mail distribution or transaction processing.
• Leverage familiarity with industrial equipment and technology integration.
• Thrive in fast-paced, client-focused environments.
• Demonstrate ability to support multiple lines of business.