Transaction Specialist IV

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

As a Transactions Specialist IV in Global Document Services, you will serve as a lead within the Shipping and Receiving Department, coordinating workflow and supporting a team of Transactions Specialists.

You will assign tasks, ensure SLAs are met, and foster a safe, organized, and efficient environment.

You will also operate warehouse equipment, maintain inventory, and ensure compliance with safety and operational standards.

Your leadership and attention to detail help us maintain a high-performing, collaborative, and efficient team.

This is an opportunity to grow your skills and support a team that values reliability, communication, and continuous improvement.

Job responsibilities


* Coordinate workflow and assign tasks to ensure SLAs are consistently met.


* Lead, train, and cross-train team members within the Warehouse and Dispatch areas.


* Operate pallet jacks, forklifts, and other powered industrial lift equipment to load and unload trucks, and move materials safely and efficiently throughout the warehouse.


* Use shrink wrap and banding devices to prepare pallets for shipment.


* Organize and maintain inventory, including conducting audits and reconciling volumes.


* Monitor and respond to email communications promptly.


* Ensure compliance with safety regulations, SOPs, and record retention policies, and maintain a clean and safe work environment.


* Perform minor equipment maintenance as required.


* Communicate with vendors regarding incoming and outgoing shipments.


* Escalate issues to management and Client Services as needed, and create incident tickets for technology issues as needed.


* Manifest mail files and generate shipping labels as required.

Required qualifications, capabilities, and skills:


* Detail-oriented with excellent organizational skills.


* Strong leadership and effective communication skills.


* Alpha/numeric data entry and typing skills with excellent accuracy.


* Team player with a positive attitude.


* Able to lift up to 70 lbs.


* Comfortable standing, bending, and carrying heavy materials for extended periods.


* Ability to work in a fast-paced environment and manage multiple priorities.


* Willingness to cross-train within the team and across departments.


* Ability to follow safety protocols and procedures.

Preferred qualifications, capabilities, and skills:


* Prior experience leading teams in a warehouse, print production or distribution environment.


* Experience with mail dispatch systems and handling mail rejects.


* Demonstrated ability to perform minor equipment maintenance.


* Experience with inventory audits and warehouse organization.


* Experience operating electric-powered industrial lift ...