Transactions Specialist IV

Posted 2 Hours Ago
Be an Early Applicant
Lewisville, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage and process customer account transactions, resolve non-routine issues, apply AI/automation to optimize workflows, verify checks/remittances, and coach junior team members while ensuring compliance with industry regulations and transactional policies.
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.

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.
 

Work 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.

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


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 TeamJ.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. 

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, conflict management, and experience coaching/mentoring junior staff.
  • Developing proficiency with market products, industry practices, and regulations.
  • Ability to handle non-routine transactional issues using policies and procedures and coordinate with other departments.
  • High school diploma or GED.
  • Physical ability to sit up to 95%, stand/walk up to 10%, lift up to 50 pounds occasionally.
  • Ability to meet and maintain Government Security Clearance (Public Trust) including background checks, fingerprints, proof of U.S. citizenship, employment and education verification, criminal and credit checks.

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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

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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