Transactions Specialist I

Location: Coppell, TX, United States

Job Family: Transactions

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to innovation and client excellence. As a Transactions Specialist I in our Coppell, TX location, you will join a dynamic team within the Transactions category, playing a pivotal role in the seamless processing of daily document transactions. This entry-level position offers the opportunity to contribute to high-volume operations that support our retail banking and wealth management divisions, ensuring precision, efficiency, and adherence to stringent regulatory standards in the financial services industry. You will handle a variety of transaction types, from routine deposits to complex wire transfers, leveraging JPMorgan Chase's advanced technological infrastructure to deliver reliable services to millions of clients worldwide. Your day-to-day responsibilities will involve meticulously reviewing and processing financial documents, entering data into secure systems, and collaborating with cross-functional teams to resolve any issues promptly. In this role, you will gain valuable exposure to the inner workings of a top-tier bank, including compliance with federal regulations like those from the FDIC and OCC. The position demands a keen eye for detail and the ability to thrive in a fast-paced environment where accuracy is paramount to preventing financial discrepancies and maintaining client trust. Opportunities for growth abound, with potential advancement into senior specialist or supervisory roles as you build expertise in transaction operations. JPMorgan Chase values diversity, inclusion, and professional development, providing robust training programs and career support to help you succeed. Located in the vibrant Dallas-Fort Worth area, this role offers a collaborative workspace equipped with modern amenities. If you are passionate about finance and eager to make an impact in a prestigious institution, join us to advance your career while contributing to the stability and innovation that define JPMorgan Chase.

Key Responsibilities

• Process daily document transactions, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with JPMorgan Chase policies
• Verify transaction details against source documents to prevent errors and fraud
• Enter data into proprietary banking systems and maintain accurate records for audit purposes
• Collaborate with team members to resolve discrepancies in transaction processing
• Monitor and escalate high-risk transactions in line with regulatory requirements
• Assist in preparing reports on transaction volumes and performance metrics for management
• Support ad-hoc projects related to process improvements in the transactions team
• Ensure all processed documents are securely stored and archived per JPMorgan Chase standards
• Provide basic customer support for transaction-related inquiries via internal channels
• Stay updated on changes in financial regulations and implement updates to daily workflows

Required Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree in finance, business administration, or related field preferred
• At least 1-2 years of experience in transaction processing, banking operations, or financial services
• Proficiency in Microsoft Office Suite, particularly Excel for data entry and reporting
• Strong attention to detail and ability to handle high-volume, time-sensitive tasks
• Knowledge of basic financial regulations and compliance standards in the banking industry
• Ability to work in a fast-paced environment with shifting priorities
• U.S. work authorization and ability to pass background checks

Preferred Qualifications

• Experience with JPMorgan Chase systems or similar banking platforms like core banking software
• Familiarity with document imaging and electronic transaction processing tools
• Previous role in a customer-facing financial services position
• Certification in financial operations or anti-money laundering (AML) compliance
• Bilingual skills, particularly Spanish, for diverse client interactions

Required Skills

• Attention to detail
• Data entry accuracy
• Time management
• Basic financial knowledge
• Compliance awareness
• Microsoft Excel proficiency
• Problem-solving
• Team collaboration
• Adaptability to fast-paced environments
• Communication skills
• Knowledge of banking regulations
• Document verification
• Error detection
• Customer service orientation
• Organizational skills

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible pay
• Paid time off including vacation, sick days, and 18 weeks of parental leave
• Tuition reimbursement for relevant education and professional development courses
• Employee stock purchase plan and access to financial wellness programs
• On-site fitness centers and wellness initiatives at select JPMorgan Chase locations
• Flexible work arrangements and hybrid options where applicable
• Life and disability insurance with supplemental coverage options

JP Morgan Chase is an equal opportunity employer.