Transaction Specialist III
JPMorganChase, Fort Worth, TX, United States
Join Chase and become part of a team that drives innovation and delivers exceptional experiences for our customers. Thrive in a creative, dynamic environment where your ideas matter and every day brings new opportunities to make a meaningful impact. Shape the future of financial services with us—where your growth and success are our priority.
Job Summary Empower Customer Success as a Transactions Specialist III Serve as a key contributor in managing customer accounts and resolving inquiries at JPMorgan Chase. Utilize your expertise in transaction management, artificial intelligence, automation, and data literacy to ensure seamless financial operations. Apply strategic thinking and innovation to enhance processes, coach peers, and foster a positive work environment while delivering outstanding customer service.
Job Responsibilities
Take ownership of customer interactions, empathizing and prioritizing their needs
Resolve conflicts and manage customer expectations professionally
Determine customer requirements and provide tailored solutions through relationship building
Prepare and maintain accurate documentation for all transactions
Resolve transaction exceptions, rejects, and defects efficiently
Process complex, non-routine accounts or transactions, conducting investigations and repairs
Communicate effectively, both verbally and in writing, with external and internal customers
Document customer account activities thoroughly and concisely
Engage in interactive dialogue through active listening
Manage escalated problems logically and with sound judgment to ensure appropriate outcomes
Make timely and effective decisions on behalf of customers
Prioritize work to maximize efficiency and productivity
Research customer issues and resolve problems related to titles and documents
Conduct calls to customers, dealers, and departments of motor vehicles
Manage a portfolio of vehicles with unperfected liens, collaborating with dealers and Dealer Relationship Managers (DRMs) to resolve vehicle perfection issues
Manage incoming email requests from dealer partners and customers
Prepare and execute sworn documents accurately
Assist in quality control for the team, ensuring high standards are met
Required Qualifications
Demonstrate strong knowledge of banking industry business structures; previous experience in motor vehicle operations preferred
Exhibit willingness to work in a fast-paced, high-volume environment
Manage multiple priorities and meet strict deadlines consistently
Display flexibility to work in shifting schedules
Meet quality and productivity standards reliably
Adhere to regulatory and compliance controls and policy requirements
Provide strong previous customer service experience
Demonstrate professional and courteous interpersonal skills
Apply strong problem-solving, analytical, and decision-making abilities
Multi-task effectively, including typing while reading, viewing multiple screens and systems, and tracking all items processed
Utilize working knowledge of Microsoft Office products, including Word and Excel
Communicate with excellent written and verbal skills
Display a high sense of urgency in all tasks
Adapt quickly to change and new procedures
Hold a HS Diploma or GED
Preferred Qualifications
Demonstrate familiarity or developing knowledge of automation and process optimization tools or technologies
Exhibit a proactive approach to learning new systems and procedures
Apply innovative thinking to enhance transaction management and customer service
Benefits 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.
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.
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Job Summary Empower Customer Success as a Transactions Specialist III Serve as a key contributor in managing customer accounts and resolving inquiries at JPMorgan Chase. Utilize your expertise in transaction management, artificial intelligence, automation, and data literacy to ensure seamless financial operations. Apply strategic thinking and innovation to enhance processes, coach peers, and foster a positive work environment while delivering outstanding customer service.
Job Responsibilities
Take ownership of customer interactions, empathizing and prioritizing their needs
Resolve conflicts and manage customer expectations professionally
Determine customer requirements and provide tailored solutions through relationship building
Prepare and maintain accurate documentation for all transactions
Resolve transaction exceptions, rejects, and defects efficiently
Process complex, non-routine accounts or transactions, conducting investigations and repairs
Communicate effectively, both verbally and in writing, with external and internal customers
Document customer account activities thoroughly and concisely
Engage in interactive dialogue through active listening
Manage escalated problems logically and with sound judgment to ensure appropriate outcomes
Make timely and effective decisions on behalf of customers
Prioritize work to maximize efficiency and productivity
Research customer issues and resolve problems related to titles and documents
Conduct calls to customers, dealers, and departments of motor vehicles
Manage a portfolio of vehicles with unperfected liens, collaborating with dealers and Dealer Relationship Managers (DRMs) to resolve vehicle perfection issues
Manage incoming email requests from dealer partners and customers
Prepare and execute sworn documents accurately
Assist in quality control for the team, ensuring high standards are met
Required Qualifications
Demonstrate strong knowledge of banking industry business structures; previous experience in motor vehicle operations preferred
Exhibit willingness to work in a fast-paced, high-volume environment
Manage multiple priorities and meet strict deadlines consistently
Display flexibility to work in shifting schedules
Meet quality and productivity standards reliably
Adhere to regulatory and compliance controls and policy requirements
Provide strong previous customer service experience
Demonstrate professional and courteous interpersonal skills
Apply strong problem-solving, analytical, and decision-making abilities
Multi-task effectively, including typing while reading, viewing multiple screens and systems, and tracking all items processed
Utilize working knowledge of Microsoft Office products, including Word and Excel
Communicate with excellent written and verbal skills
Display a high sense of urgency in all tasks
Adapt quickly to change and new procedures
Hold a HS Diploma or GED
Preferred Qualifications
Demonstrate familiarity or developing knowledge of automation and process optimization tools or technologies
Exhibit a proactive approach to learning new systems and procedures
Apply innovative thinking to enhance transaction management and customer service
Benefits 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.
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.
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