What are the responsibilities and job description for the Transactions Specialist II - Customer Resolution Services Team position at JPMorganChase?
Job Description
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist II within JPMorgan Chase, you will play a crucial role in investigating and resolving transaction discrepancies, reconciling account balances, and ensuring checks are accurately posted. The ideal candidate thrives in fast-paced environments, demonstrates strong prioritization skills, and consistently delivers accurate results within tight deadlines. Your critical thinking and proactive problem-solving skills are essential for success in this role.
Job Responsibilities
About Us
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.
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist II within JPMorgan Chase, you will play a crucial role in investigating and resolving transaction discrepancies, reconciling account balances, and ensuring checks are accurately posted. The ideal candidate thrives in fast-paced environments, demonstrates strong prioritization skills, and consistently delivers accurate results within tight deadlines. Your critical thinking and proactive problem-solving skills are essential for success in this role.
Job Responsibilities
- Research and resolve check processing issues, including transactions posted to incorrect accounts, payment amount discrepancies, and account balance differences, ensuring all corrections are completed accurately and within established timeframes.
- Reconcile accounts by identifying root causes of posting errors and executing appropriate corrections in accordance with established procedures.
- Proactively identify and address errors or processing issues before they escalate, taking corrective action in a timely manner.
- Prioritize competing investigative tasks effectively in alignment with organizational deadlines, service level agreements (SLAs), and business urgency.
- Apply attention to detail and quality control measures when reviewing and resolving transactions to minimize risk and errors.
- High School Diploma or GED required.
- 2 years of experience in an operations or transaction processing environment.
- Demonstrated ability to investigate and resolve transaction discrepancies, including check processing and account reconciliation.
- Strong analytical and problem-solving skills with the ability to identify root causes of posting errors.
- Strong organizational skills with the ability to multitask without sacrificing accuracy.
- Familiarity with check processing, account reconciliation, or payment investigation workflows.
- Background and working knowledge of Regulation E (Reg E) and ECCHO guidelines as they apply to transaction processing and dispute resolution.
- Developing knowledge of automation and process optimization tools or technologies.
About Us
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.