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
