Transactions Specialist II - Retirement Services Research Team

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

• Experience with IRAs and reviewing legal documents is preferred

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.
   

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans