Jpmorgan Chase & Co. IN , IN 46615
Posted 1 week ago
JobID: 210537657
Category: Transactions
JobSchedule: Full time
Posted Date: 2024-07-23T18:19:57+00:00
JobShift: Day
:
Are you detail-oriented and enjoy a production-based environment that offers career growth?
As a Transactions Specialist in Retirement Services Operations, you will be responsible for supporting our Consumer Banking clients with their legacy Individual Retirement Arrangement (IRA) accounts. The role includes processing daily document transactions which can include some moderately complex tasks. Each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy daily.
Job responsibilities:
Process IRA research requests accurately and timely. These may include but not limited to: renewing IRA CD's, updating customer demographic information, processing tax corrections, and responding to various client questions
Send letters to clients and bankers asking them to provide additional information to comply with requests.
Perform research within several internal bank systems
Manage different work types simultaneously
Communicate with clients through our online portal
Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
Communicate effectively with peers, management, and across lines of business
Contribute to a culture of continuous improvement by sharing ideas for improvement
Demonstrate excellent communication and decision-making skills while staying engaged with our customers
Required qualifications, capabilities, and skills
Agile Learning, analytical, attention to detail, action oriented, resiliency adaptability, critical thinking, and problem solving
Good oral and written communication skills
Comfortable in a production, metrics-driven environment with focus around meeting deadlines
Basic computer skills and knowledge of Microsoft applications
Alpha/Numeric data entry and typing skills
Must be a team player and maintain a positive attitude
Physical requirements: Sitting - up to 95% of the time
Preferred qualifications, capabilities, and skills
Work Schedule:
During training, 8 a.m. - 4:30 p.m. Eastern Time with a lunch period and breaks Monday through Friday
After training, work a hybrid schedule of Monday through Wednesday in the office and Thursdays and Fridays working from home using company-supplied equipment.
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Jpmorgan Chase & Co.