Transactions Specialist II - Cash Servicesnew

Accuracy, pace, and strong controls matter in operations—and your work directly supports reliable client experiences. You will join a team that values continuous improvement, clear communication, and disciplined execution. If you enjoy solving exceptions, strengthening processes, and delivering quality in a high-volume environment, this role offers meaningful impact and growth.

As a Transactions Specialist II in Cash Services, you process high-volume transactions, complete reconciliations, and resolve exceptions to support accurate and timely client outcomes. You work with internal partners to investigate breaks, follow documented procedures, and help improve daily operational controls. You contribute to a culture of quality, risk awareness, and continuous improvement.

Job responsibilities

• Process daily cash service transactions accurately and within defined service level expectations
• Reconcile transaction activity and identify variances, breaks, or exceptions
• Investigate and resolve exceptions by researching records, tracking root causes, and documenting outcomes
• Validate data quality and complete required checks in accordance with procedures and controls
• Escalate issues, aging items, and operational risks in a timely and well-documented manner
• Partner with internal teams to coordinate resolution of transaction inquiries and operational requests
• Maintain clear records, logs, and evidence to support audit, reporting, and control requirements
• Identify process improvement opportunities and support updates to procedures and job aids
• Support cross-training and knowledge sharing to maintain consistent team coverage and performance

Required qualifications, capabilities and skills

• Transaction processing experience in an operations environment (TBD minimum years)
• Demonstrated ability to follow documented procedures and complete work with strong attention to detail
• Ability to reconcile activity, identify exceptions, and complete basic root-cause analysis
• Proficiency with standard productivity tools (e.g., spreadsheets, email, and document tools)
• Ability to prioritize tasks, meet deadlines, and sustain accuracy in a high-volume workflow
• Clear written and verbal communication skills for documenting outcomes and escalating issues
• Ability to work effectively with internal partners in a process-driven environment
• Commitment to a control-focused mindset, including accurate recordkeeping and timely escalation
• Availability to work the required schedule for the role (TBD schedule/shift; TBD on-site/hybrid expectations)

Preferred qualifications, capabilities and skills

• Experience supporting reconciliations, exception management, or investigations in cash-related operations
• Experience using workflow tools or case management systems to track and resolve items
• Experience supporting process improvement initiatives (e.g., updates to procedures, checklists, or job aids)
• Experience working in a role with defined service levels and quality metrics
• Familiarity with operational risk concepts (e.g., controls, documentation, escalation)
• Experience supporting team coverage through cross-training or peer support

 

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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