What are the responsibilities and job description for the Transaction Specialist II- Global Document Services position at JPMorganChase?
Job Description
Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You’ll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients.
As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services.
Global Document Services is JPMorgan Chase’s primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients.
Job Responsibilities
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You’ll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients.
As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services.
Global Document Services is JPMorgan Chase’s primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients.
Job Responsibilities
- Coordinate and process high volumes of statements, notices, letters, and checks
- Perform general mailing, including stuffing envelopes for bulk and individual mailings
- Create and validate labels for courier mailing (UPS, FedEx, USPS)
- Operate folder machines and prepare jobs/mail for distribution
- File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs)
- Research and correct errors by applying Standard Operating Procedures (SOPs)
- Meet productivity and quality standards as defined by the department
- Work in a fast-paced, production-driven environment to meet deadlines and service level agreements
- Provide training and guidance to other specialists, becoming a subject matter expert
- Collaborate with team members and demonstrate strong interpersonal skills
- Perform other related duties as assigned
- High school diploma or GED
- Minimum 1 year experience in mail or production facility operations
- Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
- Proficiency in Microsoft Word, Excel, and Outlook
- Willingness to cross-train in different areas within the organization
- Strong communication and interpersonal skills for effective teamwork
- Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment
- Attention to detail and accuracy in processing and commitment to following standard operating procedures
- Ability to prioritize workload and operate efficiently with minimal supervision
- Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation
- Experience as a subject matter expert demonstrating leadership capabilities
- Strong problem-solving and troubleshooting skills
- Mandatory overtime, including assigned weekends and holidays, as required by business needs
- Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm
- Shift differential: 10%
- Must be willing to work onsite 5 days a week (no hybrid or remote)
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.