CCB Transactions Specialist

JPMorgan Chase & Co.•Fort Worth, TX

About The Position

As a Transactions Specialist III within JPMorganChase, you will manage customer accounts and handle inquiries and requests. The role involves processing, clearing, servicing, researching, and settling transactions to support the operation of financial services. You will apply knowledge of transaction management protocols and processes, using developing skills in artificial intelligence, automation, and data and technology literacy to enhance services. Coaching and conflict-management skills help maintain a positive work environment and customer satisfaction. Work is guided by established procedures, while developing strategic-thinking and innovation skills contribute to solutions for new issues. The position is part of Consumer & Community Banking. Operations teams develop and manage innovative, secure service solutions for clients globally and use technology to improve customer and client experiences.

Requirements

  • Baseline knowledge or equivalent expertise in transaction management, including processing, clearing, servicing, researching, and settling transactions.
  • Demonstrated ability to handle customer inquiries and requests while maintaining a positive customer experience.
  • Experience with automation and artificial intelligence tools and techniques, particularly their application in transaction management.
  • Developing coaching and conflict-management skills, including the ability to assist in training new employees and contribute to a positive work environment.
  • Developing strategic-thinking and innovation skills, including the ability to contribute to solutions for new issues within standard policies and procedures.
  • High school diploma or GED.

Nice To Haves

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

Responsibilities

  • Process, clear, service, research, and settle transactions in accordance with established procedures, using developing knowledge of automation and artificial intelligence.
  • Handle customer inquiries and requests, including balance inquiries and account maintenance, while maintaining a positive customer experience.
  • Contribute to resolving new issues through strategic thinking and innovation within standard policies and procedures.
  • Assist in training new employees by applying developing coaching and mentoring skills.
  • Participate in projects to enhance the customer experience, contributing market and product knowledge and data and technology literacy.

Benefits

  • Competitive total rewards package, including base salary; eligible roles may also 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. Additional benefits and programs are available based on eligibility.
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