Transactions Specialist Ii/ 2nd Shift

JPMorgan Chase JPMorgan Chase · Banking · Chicago, IL +1 · Commercial & Investment Bank

This role focuses on processing financial transactions, including data entry and customer inquiries, within a structured environment. While it mentions applying AI and automation to optimize processes, the core responsibilities are transactional and operational, not directly building or researching AI models. The role requires a high school diploma and involves physical tasks, with a security clearance requirement.

What you'd actually do

  1. Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness.
  2. Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
  3. Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions.
  4. Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes.
  5. Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities.

Skills

Required

  • Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
  • Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience.
  • Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions.
  • Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes.
  • Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities.
  • 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.

Nice to have

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

What the JD emphasized

  • Government Security Clearance
  • Public Trust clearance
  • background screening
  • Fingerprints
  • Credit check
  • Proof of U.S. Citizenship
  • Verification of employment history
  • Educational background
  • Criminal record check
  • Tax filing history (possibly)
  • References
  • Information on relatives including citizenship
  • 7 Year Travel History
  • 7 Year Residence History
  • Government interview completion and favorable background investigation.
  • Other relevant verifications as mandated by federal requirements
  • failure to maintain this clearance may result in termination of employment