Transactions Specialist IV / 1st Shift

Testing Site - JPMC; Kentucky; On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Transactions Specialist IV to manage customer accounts, handle inquiries, and oversee transaction processing. You will work in a collaborative environment and apply AI and automation to improve efficiency and accuracy.

You will coach junior colleagues, stay current on market products, industry practices, and regulations, and adapt to evolving transaction management challenges. This role may require non-traditional hours.

Qualifications

• Baseline knowledge in processing, clearing, servicing, and settling transactions.
• Experience applying AI and automation to transactions.
• Strong communication and mentoring skills with a focus on developing junior staff.
• Familiarity with market products, industry practices, and regulations.
• Ability to handle non-routine issues using policies and procedures.
• High school diploma or GED required.
• Physical requirements: sit up to 95% of the time, stand 10%, lift up to 50 lbs.

Responsibilities

• Process, clear, and service transactions per procedures, including verification of checks and remittances.
• Apply AI and automation to optimize transaction processes and enhance customer experience.
• Resolve non-routine issues by researching policies and coordinating with other departments.
• Coach and mentor junior team members, fostering collaboration and development.
• Maintain up-to-date knowledge of market products, industry practices, and regulations.

Skills

Transaction management

AI & automation in finance

Communication & coaching

Regulatory knowledge

Non-routine issue resolution

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.

Work Schedule: Monday - Friday / 7:00 am - 3:30 pm (Overtime as needed)

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.

A Government Security Clearance may be required for this position. This includes, but is not limited to:

• Fingerprints
• Credit Check
• Employment History
• Tax Filing History (possibly)
• References (possibly)
• Proof of U.S. Legal Permanent Residence up to 3 years