Transactions Specialist II - Auto Correspondence/Payments

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

As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role.

Job responsibilities

• Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness.
• Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
• Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions.
• Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes.
• Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities.

Required qualifications, capabilities, and skills

• Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
• Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience.
• Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions.
• Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes.
• Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities.
• 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, skills, and capabilities

• Familiarity or developing knowledge of automation and process optimization tools or technologies.

Work Schedule

Monday - Friday - 8:00 am - 4:30 pm - Full time in office

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

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.