Transactions Specialist IV

Job Description

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing customer accounts, handling inquiries, and maintaining transactions. Your expertise in a variety of work processes will be crucial in solving non-routine, yet not overly complex problems, often improving on existing procedures. You will be expected to coach and mentor junior roles, fostering a collaborative team environment. Your ability to understand and apply artificial intelligence and automation technologies will be key in optimizing our transaction processes. With a developing understanding of market products, you will be able to navigate the industry practices and regulations, ensuring the smooth operation of our transaction management.

Job responsibilities

• Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances.
• Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
• Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and procedures, and interfacing with other departments to research and resolve inquiries.
• Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment.
• Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions.
• Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
• Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team.
• Developing proficiency in understanding and navigating market products, industry practices, and regulations.
• Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions.
• High school diploma or GED required.
• Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.

Security Clearance Requirement:

A Government Security Clearance, including Public Trust clearance, will be required for this position. As a condition of employment, the selected candidate must successfully complete a comprehensive background screening to obtain the necessary clearance. This process includes, but is not limited to:

• Fingerprints
• Credit check
• Proof of U.S. Citizenship, Acceptable documents may include a U.S. passport, certificate of naturalization, or original/certified birth certificate.
• Verification of employment history
• Educational background
• Criminal record check
• Tax filing history (possibly)
• References
• Information on relatives including citizenship
• 7 Year Travel History
• 7 Year Residence History
• Government interview completion and favorable background investigation.
• Other relevant verifications as mandated by federal requirements

Employment is contingent upon the candidate’s ability to meet all requirements for government security and Public Trust clearance. Following hire, failure to maintain this clearance may result in termination of employment.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.