Introductory Marketing Language:
Become a key player in our Retirement Services Operations Department as a Senior Subject Matter Expert. Leverage your expertise across diverse products to ensure seamless operations and client satisfaction. Thrive in a dynamic environment, driving production and adapting to the evolving banking landscape.
Job Summary:
As a Transaction Specialist in the Retirement Services Operations Department, you will ensure seamless operation and optimization of processes. You will provide specialized knowledge and guidance to align deliverables with business priorities. Your role involves fostering continuous improvement, standardization, and compliance across processes and controls.
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Job Responsibilities:
- Accurately process IRA beneficiary payouts.
- Oversee product management within the department.
- Identify and implement process improvements.
- Collaborate with internal teams for guideline adherence.
- Provide expert customer support and guidance.
- Participate in training programs and share knowledge.
- Prevent privacy incidents and manage inventory.
- Ensure compliance with tax and regulatory standards.
- Mentor team members and drive performance.
- Communicate effectively with teams and customers.
- Engage in strategic process improvements.
Required Qualifications, Capabilities, and Skills:
- Graduate in Commerce or any stream with banking experience.
- Demonstrate regulatory expertise in retirement services.
- Exhibit excellent analytical and problem-solving skills.
- Maintain high attention to detail and accuracy.
- Communicate effectively with teams and customers.
- Adapt to regulatory changes and lead teams.
- Collaborate within teams and across departments.
Preferred Qualifications, Capabilities, and Skills:
- Proficient in Microsoft Office applications.
- Familiar with relevant industry software.
- Experience in retirement services operations.
- Strong understanding of compliance standards.
- Ability to interpret complex regulations.
- Proven leadership and adaptability skills.
- Drive strategic initiatives and foster collaboration.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.