Transactions Specialist Ii - Exception Processing Team jobs at Jpmorgan in United States, Indianapolis

Job responsibilities

• Work in a call center environment that requires 100% phone-based customer interaction
• Demonstrate excellent communication, negotiation, and decision-making skills, while staying engaged with our customers
• Communicate with customers in a metrics-driven environment
• Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
• Take ownership of each customer interaction while treating them with respect and responding with empathy
• Work both independently and in a team environment
• Abide by all applicable regulatory and departmental practices and procedures

Required qualifications, capabilities, and skills

• 2+ years of customer interaction or customer support experience required, either by phone or face-to-face
• 1+ years computer experience, utilizing multiple computer applications in a Windows-based environment
• Ability to multitask using a computer and simultaneously provide customer support
• Comfortable in a fast-paced, consistently changing environment

Preferred qualifications, capabilities, and skills

• Previous experience working in a Hospitality, Restaurant or Retail industry
• Have a passion for helping people by solving problems, presenting, and explaining solutions
• Branch experience

Monday - Friday hours vary schedule will fall between 10:00am - 9:00pm

As a Transaction Manager I in Customer Resolution Services, you will oversee high-risk processes and controls to mitigate risks effectively. Leading a team of 12-15 Specialists, you will be accountable for achieving key service metrics, meeting financial goals, ensuring satisfaction among business partners and employees, and driving continuous improvement initiatives. Your role involves making high-level decisions while adhering to risk and control guidelines, ensuring all work meets service levels and Legal/Compliance requirements.

Job responsibilities:

• Execute business initiatives through open communication with employees, peers, leadership, and other business lines
• Make informed business decisions using independent judgment, expertise, and documented policies
• Identify and own end-to-end process improvement opportunities, including recommending solutions and implementing changes
• Ensure adherence to operating policies, procedures, and legal/compliance regulations
• Manage team performance, leading by example and coaching for sustained results

Required qualifications, skills and capabilities:

• People management experience
• Minimum 3 years of experience in financial services
• Ability to drive change in a high-production environment
• Detail-oriented with the ability to work under pressure
• Deliver coaching and feedback effectively
• Multitasking skills to meet deadlines in a fast-paced environment
• Strong verbal and written communication skills
• Prioritization and organization skills to handle multiple assignments
• Problem-solving skills with a focus on balancing risk and customer experience
• Proficiency in MS Office Suite, especially Excel

As an Account Specialist II in Teller Recon Services, you will take approximately 30-45 inbound calls a day frombranches, commercial businesses, and customers regarding unclaimed property

Job Responsibilities:

• Operate in a call center environment dedicated to 100% phone-based customer interactions
• Exhibit outstanding communication, negotiation, and decision-making skills, ensuring continuous engagement with our customers
• Take full responsibility for each customer interaction, treating them with respect and responding empathetically
• Function effectively both independently and collaboratively within a team setting
• Comply with all relevant regulatory standards and departmental practices and procedures
• Employ problem-solving abilities to efficiently address customer inquiries and resolve issues
• Navigate multiple technologies while maintaining active engagement with our customers

Required Qualifications, Capabilities, and Skills:

• +2 years of experience in customer interaction or support, either via phone or in-person
• +2 years of proficiency in using multiple computer applications within a Windows-based environment
• Prior experience in retail industry. Retail banking experience a plus
• Strong passion for assisting people by solving problems and effectively presenting and explaining solutions
• Ability to thrive in a fast-paced environment
• Experience in data entry tasks

Schedule: Monday - Friday (Hours of operations are between 8am and 9pm EST) Day Shift/Night Shift

This is NOT a hybrid based role. This requires you to work ONSITE.

This position requires that you attend trainings as scheduled. Training hours may not coincide with regular schedule.

As an Executive Director within the Commercial & Investment Bank – Deposit Financial Analysis, you will primarily lead the financial planning & analysis function for the Payments & Global Banking deposit book. Your responsibilities will include analyzing and communicating performance promoters against prior periods and budget, as well as forecasting future periods.

Job responsibilities

• Lead the monthly results reporting and forecasting/budgeting processes for the CIB Payments deposit portfolio, including balances, NII, and Liquidity & Account Solutions fee revenue
• Identify drivers of balance and revenue changes across time periods for internal and external reporting
• Communicate drivers of performance to a variety of audiences at all levels across CIB Payments, Banking, and Treasury
• Ad hoc analysis as needed

Required qualifications, capabilities, and skills

• 10+ years’ experience in finance, corporate treasury, or wholesale transactional banking products
• Advanced analytical skills and Excel proficiency, comfortable managing complex tools and data files
• Excellent organizational and project management skills, including ability to manage multiple tasks concurrently
• Strong communication skills, including ability to present complex topics to senior leaders in concise and cogent presentations
• Manage a team across multiple locations, and work well with cross-functional partners
• Great attitude and willingness to learn

As a Transactions Specialist II in the Exception Processing department you will be responsible for processing daily document transactions, each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy on a daily basis.

Job responsibilities

• Perform a variety of Operation functions centered on the processing of data and documentation

• Provide Confirmation - provides specific account information to third-party requestors that confirm the customer’s bank relationship and verifies deposits or account balances

• Handle deposit Exceptions/Returns, Research, Document Preparation, Handling, Reviewing, and Processing Transactions and Remittances

• Perform root cause analyses on new / recurring issues or control gaps

• Communicate with Business Partners to facilitate resolution of outstanding cases/issues

• Determine routine decisions and course of action

• Be able to evaluate and analyze data from multiple sources in a fast-paced environment

• Adapt to changing needs & deadlines and remain calm when under pressure

Required qualifications, skills, and capabilities

• Strong control and quality management skills; Analytical skills with accuracy and attention to detail

• Able to drive results through a "hands-on" approach

• Able to work with time critical deliveries

• Able to respond to a changing environment

• Able to multi task with positive “Can Do” attitude

• Contribute to an environment of collaboration and mutual responsibility

• Exceptional systems capability including all Microsoft Office applications, Excel, PowerPoint, and Word

• Strong written and verbal communication skills with ability to deliver direct feedback

• Excellent organizational and time management skills

• Able to handle multiple priorities and meet deadlines

• Self-starter with strong work ethic and ability to work independently with limited supervision

Preferred qualifications, skills, and capabilities

• Banking operations or financial service industry experience

Monday - Friday 7:45am - 4:15pm with possible mandatory overtime on Tuesdays