Transaction Specialist III

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 uswhere your growth and success are our priority.

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.

• 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

• 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

• 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