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Chase · 1 day ago

Transactions Specialist III

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

Full-time

Onsite

Mid Level

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Transactions Specialist III, you will manage customer accounts, handle inquiries, and ensure the smooth operation of financial services while applying your knowledge of transaction management protocols.

BankingFinancial Services

Responsibilities

Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence

Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints

Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures

Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development

Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact

Qualification

Transaction managementAutomation toolsArtificial intelligenceCoaching skillsInnovation skillsConflict managementStrategic thinkingCustomer serviceData literacyProcess optimization

Required

Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions

Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints

Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management

Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment

Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures

High school diploma or GED required