Transaction Specialist III

JPMorgan Chase & Co.•Fort Worth, TX

About The Position

Empower Customer Success as a Transactions Specialist III Serve as a key contributor in managing customer accounts and resolving inquiries at JPMorgan Chase. Utilize your expertise in transaction management, artificial intelligence, automation, and data literacy to ensure seamless financial operations. Apply strategic thinking and innovation to enhance processes, coach peers, and foster a positive work environment while delivering outstanding customer service.

Requirements

Demonstrate strong knowledge of banking industry business structures; previous experience in motor vehicle operations preferred
Exhibit willingness to work in a fast-paced, high-volume environment
Manage multiple priorities and meet strict deadlines consistently
Display flexibility to work in shifting schedules
Meet quality and productivity standards reliably
Adhere to regulatory and compliance controls and policy requirements
Provide strong previous customer service experience
Demonstrate professional and courteous interpersonal skills
Apply strong problem-solving, analytical, and decision-making abilities
Multi-task effectively, including typing while reading, viewing multiple screens and systems, and tracking all items processed
Utilize working knowledge of Microsoft Office products, including Word and Excel
Communicate with excellent written and verbal skills
Display a high sense of urgency in all tasks
Adapt quickly to change and new procedures
Hold a HS Diploma or GED

Nice To Haves

Demonstrate familiarity or developing knowledge of automation and process optimization tools or technologies
Exhibit a proactive approach to learning new systems and procedures
Apply innovative thinking to enhance transaction management and customer service

Responsibilities

Take ownership of customer interactions, empathizing and prioritizing their needs
Resolve conflicts and manage customer expectations professionally
Determine customer requirements and provide tailored solutions through relationship building
Prepare and maintain accurate documentation for all transactions
Resolve transaction exceptions, rejects, and defects efficiently
Process complex, non-routine accounts or transactions, conducting investigations and repairs
Communicate effectively, both verbally and in writing, with external and internal customers
Document customer account activities thoroughly and concisely
Engage in interactive dialogue through active listening
Manage escalated problems logically and with sound judgment to ensure appropriate outcomes
Make timely and effective decisions on behalf of customers
Prioritize work to maximize efficiency and productivity
Research customer issues and resolve problems related to titles and documents
Conduct calls to customers, dealers, and departments of motor vehicles
Manage a portfolio of vehicles with unperfected liens, collaborating with dealers and Dealer Relationship Managers (DRMs) to resolve vehicle perfection issues
Manage incoming email requests from dealer partners and customers
Prepare and execute sworn documents accurately
Assist in quality control for the team, ensuring high standards are met