Transactions Specialist II

JPMorgan Chase & Co.; Sterling Heights (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana is seeking a Transactions Specialist II to process and service customer transactions. You will handle document transactions, input data, and maintain accuracy in a supervised environment.

The role emphasizes problem solving, compliance, and applying AI/automation insights to improve processes. Ideal candidates will have a high school diploma or GED, strong attention to detail, and the ability to manage routine tasks while escalating non-routine issues to senior

Qualifications

• Baseline knowledge of transaction management processes including processing, clearing, servicing, researching and settling.
• Experience handling customer inquiries with a focus on a positive experience.
• Ability to escalate non-routine issues using experience to identify solutions.
• Developing proficiency in AI and automation to optimize transactions.
• Familiarity with market products and regulations to ensure compliance.
• High school diploma or GED required.
• Physical requirements: sitting most of the time and light lifting.

Responsibilities

• Process and clear transactions following established routines with accuracy.
• Handle customer inquiries about balances and transactions, ensuring a positive experience.
• Escalate non-routine issues to senior team members with sound judgment.
• Apply AI and automation knowledge to optimize transaction processes.
• Maintain current knowledge of market products and regulations to ensure compliance.

Skills

Transaction processing

Customer inquiries handling

AI & automation familiarity

Regulatory knowledge

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 dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role.

Job responsibilities

• Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness.
• Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
• Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions.
• Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes.
• Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities.

Required qualifications, capabilities, and skills

• Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
• Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience.
• Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions.
• Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes.
• Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities.
• 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, skills, and capabilities

• Familiarity or developing knowledge of automation and process optimization tools or technologies.

Work Shechedule

Monday - Friday - 12:00 PM - 9:00 PM

10% Shift Differential