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
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
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