Account Specialist II- ACH Reclamations Estate Services
3 days ago• San Antonio, TX
At JPMorganChase, you will have the opportunity to make a significant impact by balancing business objectives with customer-focused solutions. We offer a competitive salary, comprehensive benefits, and a supportive work environment that values diversity, integrity, and teamwork.
As an Account Specialist II in Estates Services ACH Reclamations you will support Estate Services for Mail for Deceased Processing and ACH Reclamations. You will utilize your analytical ability in reviewing customer information to identify which transactions belong to each account owner. You will handle the customer journey from the first deceased notification, managing documentation sent to us, and processing manual letters. All transactions for consumer accounts are reviewed by analyzing transaction activity, and cases are dispositioned accordingly. Your work must comply with J.P. Morgan Chase bank policies, regulations, and federal, state, and local law requirements.
Job Responsibilities:
- Navigate various technologies while maintaining engagement.
- Exhibit resilience and adaptability in a fast-paced environment.
- Uphold personal excellence, including punctuality, integrity, and accountability.
- Approach problems logically and with sound judgment to achieve the desired business outcome.
- Make effective decisions on behalf of our customers.
- Prioritize tasks efficiently to ensure productivity.
- Comply with all relevant regulatory and departmental practices and procedures.
- Work independently as well as collaboratively in a team setting.
- Think critically and exercise independent judgment.
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Required Qualifications, Capabilities, and Skills:
- At least 2 years of experience in bank operations.
- Strong PC skills with proficiency in various MS Office and web-based applications.
- Excellent writing, grammar, and editing skills.
- Professional communication abilities.
- Strong analytical skills and attention to detail.
- Ability to manage a heavy workload effectively.
- Independent, self-motivated, and a team player.
Work Schedule:
In-office work is required from Monday through Wednesday, with the option to work from home on Thursday and Friday. You can choose between two schedule options: 7:00 AM to 3:30 PM or 7:30 AM to 4:00 PM CST. Please note that attendance at scheduled training sessions is mandatory, and the training hours may differ from your regular work schedule.
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.
Client-provided location(s): San Antonio, TX
Job ID: JPMorgan-210659421
Employment Type: FULL_TIME
Posted: 2025-08-21T19:07:06
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion