Transactions Specialist I

1 month ago

Westerville, United States JPMorganChase Full time

Job Description
As a Transactions Specialist I within the Process Control Facility Build Team, you will be responsible for executing a variety of customer setup functions for various products across Chase. Your role will require you to take ownership of tasks, show initiative, and ensure the accuracy of completed assignments. You will also need to effectively manage and prioritize multiple tasks in a fast-paced environment.
Job Responsibilities

  • Provide excellent customer setups for electronic deposits into Chase.
  • Complete and review setup and maintenance for customer profiles
  • Interact directly with internal clients through Service Portal, SharePoint and emails.
  • Maintain audit records of changes
  • Maintain internal procedure documents
  • Support system testing for development changes in the system
  • Complete requests and verification to meet customer defined timeframes
  • Own and resolve service issue to the point of resolution
  • Support Continuous Improvement Culture through personal and team engagement
  • Support a rapidly changing environment


Required qualifications, capabilities, and skills:

  • Customer service skills - Client relationship, negotiation, oral and written communication
  • Problem solving and analytics
  • Detail-oriented with good organizational skills
  • Able to work independently, make appropriate decisions and escalate when appropriate
  • Demonstrate ability to own, research and resolve complex service issues
  • Able to follow a process, find gaps and recommend improvements
  • Excellent time management and organizational skills
  • Proficiency with MS Excel
  • Ability to learn and follow policies, procedures, and processes quickly


Work Schedule: Monday - Friday 8:00am - 5:00pm Onsite
About Us
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
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.

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