Transactions Specialist II - Estate Management 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. A typical day involves reviewing for completeness imaged copies of distribution forms and legal documents submitted by beneficiaries seeking to claim IRA assets of deceased owners. If paperwork is complete, you would process the IRA distribution request that includes issuing a check or depositing proceeds into a bank account. Other responsibilities include sending letters to clients and bankers asking them to provide additional information to comply with distribution requests.    Job responsibilities

• Process individual retirement arrangement beneficiary payout requests accurately and timely. 
• Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
• Communicate effectively with peers, management, and across lines of business in both written and verbal contexts
• 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
• Be Able to work independently and in a team environment, Leading by example
• Abide by all applicable regulatory and departmental practices and procedures
• Operate with a sense of urgency to meet metrics and business goals
• Consider differing opinions and perspectives including receptivity and incorporation of feedback
• Participate in projects and special assignments as needed
   

Required qualifications, skills and capabilities 

• Agile Learning, Analytical, Attention-to-detail, Action-Oriented, Resiliency-Adaptability, Critical-thinking/Problem-solving, and Self-Development skills
• Good oral and written communication skills
• Production, metrics-driven environment with focus around 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
• Physical requirements:  Sitting – up to 95% of the time, Standing – up to 10% of the time, Lifting – up to 5% of the time and up to 50 pounds; Walking – up to 10% of the time

Preferred qualifications, capabilities, and skills

• Experience with IRAs and reviewing legal documents

  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. New hire choose one of three shifts: 7 a.m.-3:30 p.m.; 7:30 a.m.-4 p.m. or 8 a.m.-4:30 p.m. - all schedules have a 30-minute lunch with two, 15-minute breaks, one in the morning, the other in the afternoon

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