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Chase · 6 days ago

Transactions Specialist II / 1st Shift

7610 W Washington St, Indianapolis, IN, 46231, US

Full-time

Onsite

New Grad, Entry Level

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Transactions Specialist II, you will be responsible for processing and servicing transactions, ensuring smooth operations for all customer accounts while maintaining high standards of production and accuracy.

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 management processesCustomer service skillsArtificial intelligence knowledgeProcess optimization toolsMarket products knowledge

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