Transaction Specialist IV

Posted 11 Days Ago
Be an Early Applicant
Westerville, OH, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage and process customer transactions, resolve non-routine issues, and optimize workflows using AI and automation. Coach junior staff, collaborate cross-functionally, and maintain compliance with market products and regulations.
Summary Generated by Built In
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.
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.

Skills Required

  • Baseline knowledge or equivalent expertise in transaction management (processing, clearing, servicing, settling).
  • Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
  • Strong communication skills and experience in conflict management, coaching, and mentoring junior team members.
  • Developing proficiency in market products, industry practices, and regulations.
  • Ability to handle non-routine transactional issues using policies and procedures and cross-departmental research.
  • High school diploma or GED.
  • Physical ability to sit up to 95% of the time, stand/walk up to 10% of the time, lift up to 50 pounds occasionally.

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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