Transactions Specialist III

Socket.dev; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase seeks a Transactions Specialist III to manage customer accounts, process and settle transactions, and handle inquiries. You will apply evolving AI and automation tools while coaching new staff and contributing to improvements in customer experience with data-driven insights.

The role emphasizes collaboration, adherence to procedures, and continuous learning within a dynamic financial services environment.

Qualifications

• Baseline knowledge of transaction management, including processing, clearing, servicing, researching, and settling transactions.
• Experience handling customer inquiries and requests with a focus on a positive customer experience.
• Familiarity with automation and AI tools to enhance transaction management.
• Developing coaching and conflict-management skills to train new employees.
• Developing strategic thinking and innovation to address new issues within policies.
• High school diploma or GED required.

Responsibilities

• Process, clear, service, research, and settle transactions using automation/AI.
• Handle balance inquiries and account maintenance, ensuring a positive customer experience.
• Contribute to resolving new issues with strategic thinking within policy limits.
• Assist in training new employees and mentoring coworkers.
• Participate in projects to improve customer experience with data and tech literacy.

Skills

Transaction management knowledge

Handling customer inquiries

Automation/AI tools

Coaching and conflict management

Strategic thinking and innovation

Education

High school diploma or GED

Tools

Automation tools and AI platforms

Job description

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.

Job responsibilities

• Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
• Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
• Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
• Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
• Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
• Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
• Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
• Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
• Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
• High school diploma or GED required

Preferred qualifications, skills, and capabilities

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

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 ourFAQsfor 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.