Transactions Specialist IV

JP Morgan Chase; Monroe (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Transactions Specialist IV to manage customer accounts, handle inquiries, and oversee transactions. You will apply AI and automation to improve processes and customer experience.

In this role you will mentor junior staff, collaborate across departments, and stay up-to-date with market products, industry practices, and regulations to ensure smooth transaction management.

Qualifications

• Baseline knowledge in transaction management, with processing, clearing, servicing and settling transactions.
• Ability to apply AI and automation in a transactional environment.
• Strong communication skills; experience in conflict management; coaching and mentoring teammates.
• Developing proficiency in understanding and navigating market products, industry practices, and regulations.
• Ability to handle non-routine transactional issues by following policies and procedures.
• High school diploma or GED required.
• Physical requirements: sitting up to 95% of time; standing up to 10%; lifting up to 50 pounds.

Responsibilities

• Process, clear, and service transactions per procedures, including extraction and verification of checks and remittances.
• Use AI and automation to optimize transaction processes and enhance customer experience.
• Resolve non-routine transactional issues by applying policies and researching with other departments.
• Coach and mentor junior roles, fostering a collaborative and inclusive team.
• Maintain knowledge of market products, industry practices, and regulations.

Skills

Transaction management

AI & automation

Communication & mentoring

Market products & regulations

Non-routine issue handling

General understanding of policies

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 creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing customer accounts, handling inquiries, and maintaining transactions. Your expertise in a variety of work processes will be crucial in solving non-routine, yet not overly complex problems, often improving on existing procedures. You will be expected to coach and mentor junior roles, fostering a collaborative team environment. Your ability to understand and apply artificial intelligence and automation technologies will be key in optimizing our transaction processes. With a developing understanding of market products, you will be able to navigate the industry practices and regulations, ensuring the smooth operation of our transaction management.

Job responsibilities

• Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances.
• Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
• Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and procedures, and interfacing with other departments to research and resolve inquiries.
• Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment.
• Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions.
• Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
• Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team.
• Developing proficiency in understanding and navigating market products, industry practices, and regulations.
• Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions.
• 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.