Transactions Specialist II

Job Description

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.

About Us

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

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.