Transactions Specialist III - Exception Processing

Join our team, where you'll play a key role in driving efficiency and accuracy. Elevate your career in a fast-paced environment that values excellence and innovation!

As a Transactions Specialist III within the Exception Processing Team, you will be responsible for processing daily document transactions, each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy on a daily basis.

Job responsibilities

• Perform a variety of Operation functions centered on the processing of data and documentation
• Provide Confirmation - provides specific account information to third-party requestors that confirm the customer’s bank relationship and verifies deposits or account balances
• Handle deposit Exceptions/Returns, Research, Document Preparation, Handling, Reviewing, and Processing Transactions and Remittances
• Perform root cause analyses on new / recurring issues or control gaps
• Communicate with Business Partners to facilitate resolution of outstanding cases/issues
• Determine routine decisions and course of action
• Be able to evaluate and analyze data from multiple sources in a fast-paced environment
• Adapt to changing needs & deadlines and remain calm when under pressure
• Ensure compliance with required IPH levels.

Required qualifications, skills, and capabilities

• Strong control and quality management skills; Analytical skills with accuracy and attention to detail
• Able to drive results through a "hands-on" approach
• Able to work with time critical deliveries
• Able to respond to a changing environment
• Able to multi-task with positive “Can Do” attitude
• Contribute to an environment of collaboration and mutual responsibility
• Exceptional systems capability including all Microsoft Office applications, Excel, PowerPoint, and Word
• Strong written and verbal communication skills with ability to deliver direct feedback
• Excellent organizational and time management skills
• Able to handle multiple priorities and meet deadlines
• Self-starter with strong work ethic and ability to work independently with limited supervision

Preferred qualifications, skills, and capabilities

• Banking operations or financial service industry experience

Work Schedule: Monday - Friday 7:45am - 4:15pm / full time onsite,  Must be available to work overtime as needed, beginning or end of shift.

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