Transactions Specialist I jobs in United States
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Chase ยท 3 months ago

Transactions Specialist I

Chase is an innovative company where you can make a real impact on customers. As a Transactions Specialist I, you will process transactions, respond to customer inquiries, and utilize automation technologies to enhance service efficiency.

BankingFinancial Services

Responsibilities

Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency
Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience
Utilize automation technologies to optimize transaction processing and account servicing
Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues
Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows

Qualification

Transaction managementAutomation technologiesData analyticsCustomer experienceConflict resolution

Required

Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols
Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives
Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey
Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions
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

Preferred

Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient
Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase