CCB Transactions Specialist

JPMorganChase • Fort Worth, TX

8d

About The Position

As a Transactions Specialist III within JPMorganChase, you will manage customer accounts and handle inquiries and requests. The role involves processing, clearing, servicing, researching, and settling transactions to support the operation of financial services. You will apply knowledge of transaction management protocols and processes, and use developing skills in artificial intelligence, automation, and data and technology literacy to enhance services. Coaching and conflict-management abilities will help maintain a positive work environment and customer satisfaction. Work is guided by established procedures, while developing strategic thinking and innovation skills contribute to solutions for new issues.

Requirements

• Baseline knowledge or equivalent expertise in transaction management, focused on processing, clearing, servicing, researching, and settling transactions.
• Demonstrated ability to handle customer inquiries and requests while maintaining a positive customer experience.
• Experience with automation and artificial intelligence tools and techniques, particularly their application in transaction management.
• Developing coaching and conflict-management skills, with the ability to assist in training new employees and contribute to a positive work environment.
• Developing strategic-thinking and innovation skills, with the ability to contribute to solutions for new issues within standard policies and procedures.
• High school diploma or GED required.

Nice To Haves

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

Responsibilities

• Process, clear, service, research, and settle transactions in accordance with established procedures, using developing knowledge of automation and artificial intelligence.
• Handle customer inquiries and requests, such as balance inquiries and account maintenance, while ensuring a positive customer experience at all touchpoints.
• Contribute to resolving new issues by applying developing strategic thinking and innovation skills within standard policies and procedures.
• Assist in training new employees by using developing coaching and mentoring skills.
• Participate in projects to enhance the customer experience, using developing market product knowledge and data and technology literacy to provide insight and drive impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED