Transactions Specialist III jobs in United States
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JPMorganChase · 3 hours ago

Transactions Specialist III

JPMorganChase is a leading financial services firm that focuses on helping customers achieve their financial goals. As a Transactions Specialist III, you will manage customer accounts, handle inquiries, and ensure smooth transaction processing while applying your knowledge of transaction management and developing skills in automation and artificial intelligence.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 thinkingData 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

Preferred

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase