Transactions Specialist II

JPMorgan Chase & Co.•Chicago, IL

About The Position

Join a high‑performing operations team where precision and accountability power our customer experience. Your work ensures transactions are processed accurately, exceptions are resolved quickly, and controls remain strong. As a Transaction Processing Specialist in Operations, you will process and settle transactions, prepare work for high‑speed equipment, and keep daily activity balanced and reconciled. You’ll monitor queues, research and resolve exceptions, and validate documentation to maintain data integrity. In this role, your attention to detail and control mindset safeguard clients, the firm, and day‑to‑day operations. Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Requirements

Intermediate organizational and time‑management skills
Strong attention to detail and accuracy
Intermediate problem‑solving and analytical skills
Proficiency with Microsoft Office (Excel, Word, Outlook)
Effective oral and written communication; client relationship skills
Intermediate knowledge of business processes, products, and LOB operations
Experience with transaction processing, clearing, servicing, researching, and settling
Ability to follow SOPs and meet deadlines in a high‑volume environment
Ability to work independently and collaboratively
Ability to handle physical/electronic materials and lift up to 40 pounds
High school diploma or GED

Nice To Haves

Experience with vault processing and currency shipment reconciliation
Experience preparing work for high‑speed processing equipment
Familiarity with queue/workflow management tools
Prior direct customer contact in banking or operations

Responsibilities

Process and settle transactions, including currency orders; balance daily activity
Prepare transactions for high‑speed processing equipment
Reconcile and balance main vault currency shipments and daily activity
Monitor work queues and prioritize workload
Resolve transaction exceptions; escalate over‑threshold issues (e.g., >$100) to the team/unit lead
Perform routine inquiries and research to resolve open items
Complete operational balancing and reconciliations across systems
Review documentation and verify data for accuracy and completeness
Handle direct customer contact as needed to address inquiries
Adhere to procedures and controls for both physical and electronic materials
Support a safe work environment; lift up to 40 pounds as required