Transactions Specialist III

At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist - Payment Services work is creative, exciting, and different every day.

As a Transactions Specialist III for the Process Control Facility/Bill Pay Cost Management Team, you will perform diverse customer setup functions for the products across Chase. You will perform biller setups for various payment channels for our Chase customers and ensure payments are accurately routed. In this role, you will need to demonstrate ownership of tasks, initiative, and confidence to complete assignments with limited supervision, a proactive approach to problem-solving and the ability to effectively prioritize multiple tasks in a fast-paced environment.

Centralized Transaction Operations (CTO) provides global operational support across retail, commercial, treasury, asset & wealth management, and credit card customers, with ~4,900 employees. Payment Services supports individual and corporate customers across all JPMorganChase lines of business, handling core payment processing such as check posting/capture/clearing and cash movement, with ~600 employees. Within Payment Services, the Float Systems Team (~15 members) includes the Process Control Facility (PCF), which maintains customer configuration data for electronic deposit processing through the Virtual Processing Center and partners with groups like branches, ATMs, lockbox, correspondent banks, clearinghouses, and the Federal Reserve. The team also runs Bill Pay Cost Management (BPCM), maintaining Chase.com biller configurations to route payments efficiently and cost-effectively while ensuring accuracy.

Job Responsibilities

• Complete and review setup and maintenance for biller profiles and/or customer profiles
• Perform biller setups for various payment channels and ensure payments are accurately routed
• Provide excellent customer setups for electronic deposits into Chase
• Enhance bill payment details for more efficient routing
• Interact directly with internal clients through Navigator, SharePoint, and email
• Follow and maintain internal procedure documents
• Maintain audit records of changes
• Support system testing for development changes in the system
• Complete requests, validations, and verifications to meet defined/customer-defined timeframes
• Own and resolve service issues to the point of resolution

• Support a Continuous Improvement culture in a rapidly changing environment through personal and team engagement

   

 

Required qualifications, capabilities, and skills:

• Customer service skills – Client relationship, negotiation, oral and written communication
• Problem solving and analytics
• Detail-oriented with good organizational skills
• Able to work independently, make appropriate decisions and escalate when appropriate
• Demonstrate ability to own, research and resolve complex service issues
• Able to follow a process, find gaps and recommend improvements
• Excellent time management and organizational skills
• Proficiency with Microsoft Excel
• Ability to learn and follow policies, procedures, and processes quickly

  

Work Schedule:  Onsite Monday - Friday 8:00am - 4:30pm