Transactions Specialist I - Global Document Services

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist I within Global Document Services, you will be responsible for processing transactions which can include moderately complex tasks.

You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy.

This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.

Job responsibilities



* Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.


* Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.


* Utilize automation technologies to optimize transaction processing and account servicing.


* Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.


* Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.

Required qualifications, capabilities, and skills



* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.


* Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.


* Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.


* Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.


* Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.


* High school diploma or GED required.


* Physical requirements: standing up to 95% of the time, and requires the ability to lift up to 70 pounds and drive forklift equipment.

Preferred qualifications, capabilities, and skills



* Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.


* Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement

Schedule Monday, Tuesday, Friday, Saturday - 5:00 am - 3:30 pm

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 als...