Focus on business results by offering options and finding solutions to help our customers. In this role work is creative, exciting, and different every day.

As a Transactions Specialist in Commercial Bank you will perform diverse customer setup functions for the products. In this role, you will need to demonstrate ownership of tasks, initiative, accuracy or completed assignments, and the ability to effectively prioritize multiple tasks in a fast-paced environment.

Job Responsibilities

• Provide excellent customer setups for electronic deposits into Chase.
• Complete and review setup and maintenance for customer profiles
• Interact directly with internal clients through Service Portal, SharePoint and emails.
• Maintain audit records of changes
• Maintain internal procedure documents
• Support system testing for development changes in the system
• Complete requests and verification to meet customer defined timeframes
• Own and resolve service issue to the point of resolution
• Support Continuous Improvement Culture through personal and team engagement
• Support a rapidly changing environment

Required qualifications, capabilities, and skills:

• Customer service skills – Client relationship, negotiation, oral and written communication
• Problem solving and analytics
• Detail-oriented with good organizational skills
• Able to work independently, make appropriate decisions and escalate when appropriate
• Demonstrate ability to own, research and resolve complex service issues
• Able to follow a process, find gaps and recommend improvements
• Excellent time management and organizational skills
• Proficiency with MS Excel
• Ability to learn and follow policies, procedures, and processes quickly