Transactions Specialist IV

Security Capital Research; Westerville (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Chase is hiring a Transactions Specialist IV in Westerville, OH. You will support the production of financial documents and manage day-to-day transaction workflows within Global Document Services, serving Retail, Card Services, and Treasury Services.

This role emphasizes accuracy, process improvement, and reliable operations. Daily responsibilities include handling routine and non-routine transactions, coaching teammates, and staying current with regulatory and product knowledge to ensure

Qualifications

• Proven ability to meticulously review and ensure accuracy in tasks and documentation.
• Developing proficiency in building relationships within a global, matrixed organization.
• Ability to lift and transport heavy materials (40-70 lbs) and handle 200 lb supplies using carts.
• Ability to stand and walk for 8+ hours per shift.
• Developing ability to identify issues, analyze information, and develop solutions autonomously.
• Strong ability to convey information clearly to various departments and management levels.

Responsibilities

• Process, clear, and service transactions, adhering to procedures.
• Utilize knowledge of AI and automation to optimize transaction processes.
• Assist in resolving non-routine transactional issues using policy knowledge.
• Provide coaching and mentoring to junior roles.
• Maintain up-to-date knowledge of market products, industry practices, and regulations.
• Troubleshoot equipment to ensure minimal disruption and maintain efficiency.

Skills

Attention to detail

Cross-functional collaboration

Communication

Physical stamina

Job description

• Business Unit Consumer & Community Banking
• Posting Date 10/30/2026, 04:18 PM
• Locations 370 S Cleveland Ave, Westerville, OH, 43081, US
• Job Schedule Full time
• Job Shift Day

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. You'll drive business success, deliver innovative solutions to our customers, and engage in creative, exciting work daily. This role offers a unique opportunity to advance your career in a dynamic and diverse environment.

As a Transactions Specialist IV within JPMorganChase, you will be instrumental in troubleshooting machines for lower-level specialists and managing shift operations. Being part of Global Document Services (GDS), our main print production and distribution unit, you will support various internal lines of business such as Retail, Card Services, and Treasury Services. Your role will involve contributing to the production of diverse products like postcards, letters, checks, and marketing materials. This position provides an opportunity for skill development in a dynamic and diverse environment.

Job responsibilities

• Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards.
• Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
• Assist in resolving non-routine transactional issues, leveraging advanced knowledge of policies and procedures.
• 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.
• Troubleshoot equipment when needed, ensuring minimal disruption to operations and maintaining efficiency.

Required qualifications, capabilities, and skills

• Proven ability to meticulously review and ensure accuracy in tasks and documentation.
• Developing proficiency in building relationships and effectively collaborating within a global, matrixed organizational structure.
• Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts.
• Ability to stand and walk for 8+ hours per shift
• Developing ability to identify issues, analyze information, and develop solutions autonomously.
• Strong ability to convey information clearly and effectively to various departments and management levels.

Preferred qualifications, capabilities, and skills

• Multi-task and work well in production environment driven by Standard Operating Procedures.

Schedule: Monday - Friday, 7:00 am - 3:30 pm

This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.

About Us

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

About the Team

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.