Transactions Specialist II - Retirement Services Operations

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

As a Transactions Specialist II within the Retirement Services Operations team, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve complex tasks within a structured and supervised environment. You will be tasked with inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role.

Job responsibilities

• Process and clear IRA related transactions, adhering to established routines and procedures, ensuring accuracy and timeliness
• Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
• Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities
• Navigate multiple technologies with resiliency and adaptability in a fast-paced environment
• Independently manage ambiguity by utilizing resources, critical thinking, and application of concepts to recommend solutions
• Communicate and collaborate effectively with peers, customers, management, and across lines of business.
• Contribute to a culture of continuous improvement by sharing ideas for enhancement
• Adhere to department policies and guidelines, and be flexible to new skillsets as they arise
• Meets monthly Scorecard metric standards for quality, productivity, and occupancy

• Agile learning, analytical, attention-to-detail, action-oriented, resiliency-adaptability, critical-thinking/problem-solving, customer-service orientation, and self-development skills
• Good oral and written communication skills
• Experience in a production, metrics-driven environment with a focus on meeting deadlines.
• Basic computer skills and knowledge of Microsoft applications.
• Alpha/numeric data entry and typing skills with excellent accuracy
• Must be a team player and maintain a positive attitude
• Embody values in action: service, heart, curiosity, courage, excellence
• High School Diploma or equivalent

• Experience with IRAs and reviewing legal documents is preferred but not required. We will train

• Monday - Friday - Typically 8 a.m. - 4:30 p.m. EST
• This position may require working non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.