Transactions Specialist I

JPMorganChase•Tempe, AZ

About The Position

As a Transactions Specialist I within JPMorganChase, you will process transactions that may involve moderately complex tasks while following established procedures and guidelines and meeting production targets with accuracy. The role offers opportunities to develop critical-thinking and problem-solving skills while working under limited direct supervision in a high-efficiency workplace. The selected candidate must successfully complete a comprehensive background screening to obtain the required Government Security Clearance, including Public Trust clearance. Employment is contingent on meeting the government security and clearance requirements. After hire, failure to maintain the clearance may result in termination.

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 ability to apply them in support of transaction optimization initiatives.
  • Developing proficiency in customer experience and understanding of how customers interact with and perceive a brand or business throughout the customer journey.
  • Basic skills in using data analytics to identify transaction trends and improve processes, and in using digital tools for transactions.
  • High school diploma or GED required.
  • Must successfully complete the required Government Security Clearance and Public Trust clearance background screening, including applicable identity, credit, citizenship, employment, education, criminal, tax, reference, relative, travel, residence, and government-investigation checks.
  • Must be able to maintain the required government security clearance.

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 according to 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 in accordance with protocols for non-routine issues.
  • Maintain current knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.
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