JPMorganChase · 9 hours ago
Transactions Specialist IV / 2nd Shift
Lewisville, TX
Full-time
Onsite
Mid LevelJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions globally. As a Transactions Specialist IV, you will manage customer accounts, handle inquiries, and maintain transactions while utilizing artificial intelligence and automation technologies to optimize processes and mentor junior team members.
Asset ManagementBankingFinancial 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
JPMorganChase
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.
Founded in 2000
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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