Transactions Specialist II / Weekends

Testing Site - JPMC; Chicago (IL); On-site; USD 52,000 - 68,000; Full time

Job summary

JPMorgan Chase is seeking a Transactions Specialist II to support processing and servicing transactions within a controlled, supervised environment. You will extract checks, input data, and ensure accuracy while applying problem-solving skills to daily tasks.

Responsibilities include handling inquiries, escalation of non-routine issues, and contributing to process improvements through AI and automation. A strong emphasis on compliance and regulation knowledge is required.

Qualifications

• Baseline knowledge of transaction management processes (processing, clearing, servicing, researching, settling).
• Ability to handle customer inquiries with a positive experience focus.
• Experience escalating non-routine issues using common sense and past cases.
• Developing proficiency in AI and automation to optimize transaction processes.
• Familiarity with market products and industry regulations to ensure compliance.

Responsibilities

• Process and clear transactions following routines and procedures with accuracy and timeliness.
• Handle customer inquiries related to balances and transactions, ensuring a positive experience at all touchpoints.
• Escalate non-routine issues to senior team members and identify potential solutions.
• Contribute to innovation by applying AI and automation to optimize transaction processes.
• Maintain up-to-date knowledge of market products and regulations to ensure compliance.

Skills

Transaction management

Customer inquiries

Problem solving

AI/automation

Regulatory compliance

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.

Security Clearance Requirement

A Government Security Clearance, including Public Trust clearance, will be required for this position. As a condition of employment, the selected candidate must successfully complete a comprehensive background screening to obtain the necessary clearance. This process includes, but is not limited to:

• Fingerprints
• Credit check
• Proof of U.S. Citizenship, Acceptable documents may include a U.S. passport, certificate of naturalization, or original/certified birth certificate.
• Verification of employment history
• Educational background
• Criminal record check
• Tax filing history (possibly)
• References
• Information on relatives including citizenship
• 7 Year Travel History
• 7 Year Residence History
• Government interview completion and favorable background investigation.
• Other relevant verifications as mandated by federal requirements

Employment is contingent upon the candidate’s ability to meet all requirements for government security and Public Trust clearance. Following hire, failure to maintain this clearance may result in termination of employment.

Schedule: Friday Thru Monday (8AM-6:30PM)

Differential: 10%