Transactions Specialist II jobs in United States
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Chase · 1 month ago

Transactions Specialist II

Chase is seeking a Transactions Specialist II to join their team, where you will make innovative impacts on customer operations. In this role, you will process and service transactions, ensuring accuracy and compliance while providing excellent customer support.

BankingFinancial Services

Responsibilities

Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness
Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions
Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes
Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities

Qualification

Transaction managementCustomer serviceArtificial intelligenceProcess optimizationIndustry regulationsCritical thinkingProblem-solving

Required

Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions
Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience
Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions
Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes
Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities
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

Familiarity or developing knowledge of automation and process optimization tools or technologies

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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