Transactions Specialist I

Job Description

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

As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.

Job responsibilities 

• Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
• Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
• Utilize automation technologies to optimize transaction processing and account servicing.
• Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
• Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.

 

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 follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
• Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
• Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
• Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. 
• 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.

 

Preferred qualifications, capabilities, and skills 

• Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. 
• Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. 

 

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.

Security Clearance Requirement:

A Government Security Clearance, including Public Trust clearance, will be required for this position. As a condition of employment, the selected candidate must successfully complete a comprehensive background screening to obtain the necessary clearance. This process includes, but is not limited to:

•    Fingerprints
•    Credit check
•    Proof of U.S. Citizenship, Acceptable documents may include a U.S. passport, certificate of naturalization, or original/certified birth certificate.
•    Verification of employment history
•    Educational background
•    Criminal record check
•    Tax filing history (possibly)
•    References 
•    Information on relatives including citizenship  
•    7 Year Travel History
•    7 Year Residence History 
•    Government interview completion and favorable background investigation.
•    Other relevant verifications as mandated by federal requirements
This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status

Employment is contingent upon the candidate’s ability to meet all requirements for government security and Public Trust clearance. Following hire, failure to maintain this clearance may result in termination of employment.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.