Transactions Specialist II - Retirement Production Support

JPMorgan Chase

127d

About The Position

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist II within Retirement Production Support, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role.

Requirements

• Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
• Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience.
• Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions.
• Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes.
• Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities.
• High school diploma or GED required.

Nice To Haves

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

Responsibilities

• Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness.
• Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints.
• Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions.
• Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes.
• Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED