Chase · 1 day ago
Transactions Specialist IV / 2nd Shift
2501 S State Highway 121 Bus, Lewisville, TX, 75067, US
Full-time
Onsite
Mid LevelChase is a leading financial institution that provides innovative financial solutions to a diverse clientele. As a Transactions Specialist IV, you will manage customer accounts, handle inquiries, and optimize transaction processes using artificial intelligence and automation technologies, while also coaching junior team members.
BankingFinancial Services
No H1B
Security Clearance RequiredU.S. Citizen Only
Responsibilities
Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances
Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience
Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and procedures, and interfacing with other departments to research and resolve inquiries
Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment
Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management
Qualification
Required
Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions
Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment
Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team
Developing proficiency in understanding and navigating market products, industry practices, and regulations
Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions
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
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
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