Transactions Specialist III — AI, Automation & Customer Experience

JP Morgan Chase; Fort Worth (TX); Sur place; USD 60 000 - 80 000; Plein temps

Résumé du poste

JPMorgan Chase in Fort Worth, TX is seeking a Transactions Specialist III to manage and settle financial transactions, respond to customer inquiries, and support process improvement. You will apply evolving automation and AI knowledge while coaching new staff and contributing to projects that enhance the customer experience.

The role emphasizes developing strategic thinking, innovation, and adherence to established procedures to maintain smooth service in a dynamic financial environment.

Qualifications

• Baseline knowledge of transaction management including processing, clearing, servicing, researching and settling transactions.
• Ability to handle customer inquiries with a focus on a positive experience at all touchpoints.
• Experience with automation and AI tools and techniques in transaction management.
• Developing coaching and conflict management skills to assist in training new employees.
• Developing strategic thinking and innovation to contribute to new issue solutions within policies.
• Requires High school diploma or GED.

Responsabilités

• Process, clear, service, research, and settle transactions per procedures, leveraging automation/AI.
• Handle balance inquiries and account maintenance to ensure a positive customer experience.
• Contribute to issue resolution with strategic thinking within policy limits.
• Assist in training new employees to support growth and development.
• Participate in projects to enhance customer experience using market knowledge and data literacy.

Connaissances

Transaction management

Customer inquiries

Automation & AI

Coaching & mentoring

Strategic thinking

Data & tech literacy

Formation

High school diploma or GED

Description du poste

JPMorgan Chase in Fort Worth, TX is seeking a Transactions Specialist III to manage and settle financial transactions, respond to customer inquiries, and support process improvement. You will apply evolving automation and AI knowledge while coaching new staff and contributing to projects that enhance the customer experience.

The role emphasizes developing strategic thinking, innovation, and adherence to established procedures to maintain smooth service in a dynamic financial environment.