Transactions Specialist II - Exceptions and Returns

Aumni; Fort Worth (TX); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Transaction Specialist II in the Exception Processing department. The role focuses on processing stop payments, status accounts, and CAN/RANN requests with ownership and proactive problem-solving.

You will collaborate with teams across sites in Indiana and India to meet SLAs and maintain high service quality. The position requires 10-key by touch, proficiency in MS Office, and excellent communication.

Qualifications

• 10-key by touch proficiency.
• Basic MS Office knowledge (Excel/Word/Outlook).
• Strong multitasking and prioritization in fast-paced settings.
• Excellent written and verbal communication skills.
• Attention to detail and accuracy under pressure.

Responsibilities

• Process stop payments and status/account reviews to decide pay/return outcomes.
• Utilize comments to justify pay/return decisions.
• Process manual requests and ensure adherence to SLAs and quality standards.
• Meet productivity, quality, and timeline targets; participate in projects as needed.

Skills

10-key by touch

Microsoft Office

multitasking

communication

time management

attention to detail

work under pressure

team player

Tools

Excel

PowerPoint

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 Transaction Specialist II in the Exception Processing department, you will be responsible for processing stop payments, status accounts, CAN/RANN requests, end-of-day (EOD), etc. In this role, you will need to demonstrate an ownership approach to all tasks, initiative, and confidence to complete assignments with limited supervision, a proactive approach to problem-solving, and the ability to effectively multitask and prioritize in a fast-paced environment. You will also work closely with our other sites located in Indiana and India to meet both internal and external service level agreements (SLAs).

Job responsibilities

• Process involves reviewing of stop information to make a pay/return decision
• Utilize comments for pay/return decisions
• Process manual requests
• Meet SLAs, productivity standards, and quality standards
• Participate in projects and working groups as required and other duties as assigned
• Exercise judgment, discretion, and prioritization
• Understand and follow Bank policy and established procedures

Required qualifications, capabilities, and skills

• Utilize 10-key by touch comfortably
• Basic working knowledge in Microsoft Office applications (i.e. Excel, Word, Outlook, etc.)
• Adapt to environment as a team player and independent self-starter, contribute to ideas within the department
• Excellent interpersonal and written/verbal communication skills
• Effective multi-tasking skills and prioritize workloads while working within tight service levels
• Strong organizational and time management skills
• Demonstrate attention to detail and accuracy with completed work
• Maintain high performance levels in stressful situations and high-volume environment
• Lift up to 20lbs

Preferred qualifications, capabilities, and skills

• Proficiency with Microsoft Excel and PowerPoint
• Be able to learn policies, procedures, and processes quickly
• Savvy with Internet/Intranet usage

Work Schedule:

Monday - Friday - 12:00 pm - 9:00 pm with a 10% shift differential

Candidates must be willing and able to work schedules during our operating hours, which may include mornings, evenings and weekends. Position is Monday-Friday and the hours are noon Central to 9:00pm Central. Some overtime may be required.

This position may also require you to work non-traditional hours and/or additional hours as business needs arise.

This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Embrace your creativity and engage in diverse tasks as a Transactions Specialist II.