Transaction Specialist I

About the role

Make the work that keeps money moving—accurately, securely, and on time. In this role, your attention to detail and commitment to service directly support customers' day-to-day financial needs. You will join a team that values operational excellence and continuous improvement, where every transaction is an opportunity to strengthen trust. If you like solving problems, improving processes, and delivering consistent results, this role offers clear impact and growth.

Responsibilities

• Process and clear transactions in line with established procedures and service standards
• Maintain accuracy and productivity while meeting daily production targets
• Respond to customer requests, including balance inquiries and account maintenance, with professionalism and care
• Research transaction questions and resolve routine exceptions using defined guidelines
• Escalate non-standard or non-routine issues to a supervisor or senior team member following documented protocols
• Apply automation and digital tools to support efficient transaction processing and account servicing
• Monitor transactions to identify patterns and trends and support process improvements using basic data analysis
• Maintain working knowledge of product definitions, operating procedures, and upstream and downstream process flows
• Document actions taken and updates required to support consistent, auditable processing
• Collaborate with cross-functional partners to support accurate transaction reporting and timely issue resolution

Requirements

• A high school diploma or General Educational Development (GED) credential
• Baseline knowledge of transaction processing activities, including clearing, servicing, researching, and settling transactions
• Demonstrated ability to follow prescribed instructions, procedures, and protocols with minimal variance
• Ability to manage routine customer inquiries, including balance inquiries and account maintenance
• Ability to use digital tools to complete transaction processing and support account servicing
• Ability to obtain and maintain a Government Security Clearance, including Public Trust clearance, as a condition of employment
• Ability to successfully complete a comprehensive background screening required for the Government Security Clearance process
• Sit up to 95% of the time and stand up to 10% of the time
• Walk up to 10% of the time
• Lift up to 50 pounds

Skills

• Experience using automation technologies to improve transaction processing efficiency
• Experience handling transaction conflicts or exceptions within defined procedures and escalating appropriately when needed
• Experience using basic data analysis to identify transaction trends and recommend process improvements
• Experience collaborating with cross-functional teams to support accurate reporting and operational outcomes

Benefits

ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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, 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.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.