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Chase · 5 hours ago

Transactions Specialist I - Production Control Warehouse Team

370 S Cleveland Ave, Westerville, OH, 43081, 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 I, you will be responsible for processing transactions, responding to customer inquiries, and utilizing automation technologies to optimize transaction processing while maintaining production targets with accuracy.

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

Transaction managementAutomation technologiesData analyticsCustomer experienceProblem solvingCritical thinkingCollaboration

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

Must be able to lift between 40-70 pounds and utilize industrial push and pull carts to move up to 200 pounds of supplies

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

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

Chase

Glassdoor3.9

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.chase.com/

Funding

Current Stage

Late Stage

Leadership Team

Mike McDonnell

Managing Director, Head of Chase Travel Platform Product

Nicole Sanchez

Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products

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Company data provided by crunchbase