Transactions Specialist II

JPMorgan Chase & Co.; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Shift differential

Job summary

JPMorgan Chase & Co. in United States is seeking a Transactions Specialist II to process and service customer transactions, ensuring accuracy and timely completion.

You will handle document transactions, extract checks and remittances, input data into systems, and maintain high production standards while applying problem-solving skills. The role emphasizes AI/automation insights and regulatory compliance within a supervised environment.

Qualifications

• Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
• Experience handling customer inquiries with focus on positive service experience.
• Experience escalating non-routine issues with practical problem-solving.

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.
• Escalate non-routine issues to senior team members, applying common sense and experience to identify potential solutions.
• Apply knowledge of artificial intelligence and automation to optimize transaction processes.
• Maintain up-to-date knowledge of market products and industry regulations to ensure compliance.

Skills

Transaction management

Customer service

Problem solving

AI and automation

Regulatory knowledge

Team collaboration

Education

High school diploma or GED

Tools

Automation tools

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