Transaction Specialist III

JPMorgan Chase & Co.•Fort Worth, TX

17h

About The Position

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. 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. 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. When it comes to buying a vehicle or refinancing an existing car loan, many customers turn to Chase to help. Our auto lending services are constantly evolving and incorporating the latest technology to help match car buyers with dealers, provide competitive financing options and ease loan management.

Requirements

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

Nice To Haves

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

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

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. Additional details about total compensation and benefits will be provided during the hiring process.

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