Transactions Specialist

JPMorgan Chase JPMorgan Chase · Banking · Bengaluru, Karnataka, India · Consumer & Community Banking

This role focuses on managing customer accounts, handling inquiries, and maintaining transactions within a financial institution. While it involves understanding and applying AI and automation technologies to optimize processes, the core responsibilities are in transaction management and customer service, not in building or researching AI models. The role also includes coaching junior team members and ensuring compliance with industry practices and regulations.

What you'd actually do

  1. Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances.
  2. Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
  3. 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.
  4. Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment.
  5. Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management.

Skills

Required

  • transaction management
  • processing, clearing, servicing, and settling transactions
  • apply artificial intelligence and automation technologies in a transactional environment
  • communication skills
  • conflict management
  • coaching and mentoring
  • understanding and navigating market products, industry practices, and regulations
  • handle non-routine transactional issues
  • High school diploma or GED

Nice to have

  • developing understanding of market products
  • developing proficiency in understanding and navigating market products, industry practices, and regulations

What the JD emphasized

  • apply artificial intelligence and automation technologies