Transactions Specialist II
J.P. Morgan
Chicago, IL, USA
Join a high‑performing operations team where precision and accountability power our customer experience. Your work ensures transactions are processed accurately, exceptions are resolved quickly, and controls remain strong.
As a Transaction Processing Specialist in Operations, you will process and settle transactions, prepare work for high‑speed equipment, and keep daily activity balanced and reconciled. You’ll monitor queues, research and resolve exceptions, and validate documentation to maintain data integrity. In this role, your attention to detail and control mindset safeguard clients, the firm, and day‑to‑day operations.
Job responsibilities
Process and settle transactions, including currency orders; balance daily activity
Prepare transactions for high‑speed processing equipment
Reconcile and balance main vault currency shipments and daily activity
Monitor work queues and prioritize workload
Resolve transaction exceptions; escalate over‑threshold issues (e.g., >$100) to the team/unit lead
Perform routine inquiries and research to resolve open items
Complete operational balancing and reconciliations across systems
Review documentation and verify data for accuracy and completeness
Handle direct customer contact as needed to address inquiries
Adhere to procedures and controls for both physical and electronic materials
Support a safe work environment; lift up to 40 pounds as required
Required qualifications, capabilities, and skills
Intermediate organizational and time‑management skills
Strong attention to detail and accuracy
Intermediate problem‑solving and analytical skills
Proficiency with Microsoft Office (Excel, Word, Outlook)
Effective oral and written communication; client relationship skills
Intermediate knowledge of business processes, products, and LOB operations
Experience with transaction processing, clearing, servicing, researching, and settling
Ability to follow SOPs and meet deadlines in a high‑volume environment
Ability to work independently and collaboratively
Ability to handle physical/electronic materials and lift up to 40 pounds
High school diploma or GED
Preferred qualifications, capabilities, and skills
Experience with vault processing and currency shipment reconciliation
Experience preparing work for high‑speed processing equipment
Familiarity with queue/workflow management tools
Prior direct customer contact in banking or operations
Schedule: Monday - Friday, 8:30 am - 5pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
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.
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Process and reconcile transactions and vault activity; resolve exceptions to keep daily operations accurate and on time.