Transactions Specialist I

JPMorgan Chase & Co. • Tempe, AZ

1d

About The Position

As a Transactions Specialist I within JPMorganChase, you will process transactions that may include moderately complex tasks. You will follow established procedures and guidelines while meeting production targets accurately, working under limited direct supervision in a high-efficiency workplace. The position offers opportunities to develop critical-thinking and problem-solving skills. You will also respond to customer inquiries and requests, use automation technologies to support transaction processing and account servicing, and maintain current knowledge of applicable products and operating procedures.

Requirements

• Baseline knowledge or equivalent expertise in transaction management, including processing, clearing, servicing, researching, and settling transactions.
• Ability to follow prescribed instructions and procedures with minimal variance from guidelines and protocols.
• Developing proficiency in automation technologies and the ability to apply them to support and implement transaction optimization initiatives.
• Developing proficiency in customer experience, with an understanding of how customers interact with and perceive a brand or business throughout the customer journey.
• Basic data analytics skills to identify transaction trends and improve processes, and basic skills using digital tools for transactions.
• High school diploma or GED.
• 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.
• Must successfully complete a comprehensive background screening and obtain the required Government Security Clearance, including Public Trust clearance. Screening may include fingerprints, credit checks, proof of U.S. citizenship, employment and education verification, criminal record checks, tax filing history, references, information about relatives and their citizenship, seven-year travel and residence histories, a government interview, and other federally mandated verifications.
• Must maintain the required government security and Public Trust clearance after hire; failure to maintain clearance may result in termination.

Nice To Haves

• Beginner-level ability to handle transaction conflicts and use automation to improve process efficiency.
• Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest improvement ideas.

Responsibilities

• Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
• Respond to customer inquiries and requests, including balance inquiries and account maintenance, while providing a positive customer experience.
• Use automation technologies to optimize transaction processing and account servicing.
• Refer non-standard problems to a supervisor or more senior role, following protocols for non-routine issues.
• Maintain current knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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