Transactions Specialist III - Cash Operations Vault Balancing

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist III within Cash Operations Vault Balancing, you will play a crucial role in managing internal general ledgers and handling inquiries and requests. Your work will involve processing, clearing, researching, and settling transactions, ensuring the smooth operation of outsourced supplier vaults. You will be expected to apply your broad knowledge of transaction management processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to manage uncertainty will be key in maintaining a positive work environment. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.

Job responsibilities

• Process, clear, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
• Handle outside supplier and research inquiries and requests, such as adjustment inquiries to internal general ledgers or external commercial client adjustments
• Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
• Participate in projects aimed at enhancing the employee experience, using your developing reconciliation knowledge and data & tech literacy skills to offer continuous insight and drive impact

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, researching, and settling transactions
• Demonstrated ability to handle research inquiries and requests, with a focus on maintaining timely communication
• Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
• Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
• Must be able to work independently with little guidance, utilizing resources and peers to reach resolutions
• High school diploma or GED required

Preferred qualifications, skills, and capabilities

• Familiarity or developing knowledge of automation and process optimization tools or technologies.
• Understanding of reconciliation processes
• Knowledge of outsourced suppliers and/or outsourced supplier vaults

The role will develop knowledge about the Cash and Check Service areas, supplier management, and data analysis. It is essential candidates can understand data and reconcile large dollar amounts. The candidate must be comfortable with ambiguity and possess outstanding reasoning ability.

Work Schedule: Monday - Friday - 7:00 AM - 3:30 PM

Full Time In Office Expectation

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