Job Description
Employer Description:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Description:
Banking Center Services and Resolution (BCS&R) is part of the Centralized Transaction Operations (CTO) team which is part of Consumer and Community Banking (CCB). The function reviews, retrieves, repairs, corrects and deposits checks and payments for Chase customers. BCS&R is a critical partner to Commercial Banking, Consumer & Community Banking (CCB) and the Corporate & Investment Bank (CIB), and works closely with internal CTO partners.
Retirement Services is a business unit within BCS&R consisting of ATM Claims and Exception Services (ACES), ATM Monitoring/Integrated Monitoring and Control Center and Customer Resolution Services, functions located in India Bangalore, Texas, Indianapolis and New York.
Retirement Services provides support to customers who hold retirement Certificates of Deposit and money market accounts at Chase. As of December 2020, there were 362,5+5 retirement accounts with a $3.+ billion in asset balances. Retirement Operations processes and researches transactions submitted by bankers and customers, internal partners and financial institutions. The group also handles tax withholding balancing and tax reporting of retirement transactions.
Volume is driven by Commercial Banking, Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Centralized Transaction Operations (CTO) and external institution
Job Responsibilities:
Indexes incoming retirement mail and e-faxes from customers and branches.
Researches beneficiary designation, processes after death payouts.
Performs testing and coordinates tax reporting; performs monthly, quarterly and annual federal, state and non-resident alien tax withholding.
Processes retirement transactions not supported by Customer Assist, such as outgoing trustee transfers, transfers due to divorce, automatic distribution maintenance,
re-characterizations, removal of excess.
Addresses executive and non-executive, banking center issues and escalations.
Reviews legal documents such as power of attorney, divorce decrees, guardian/conservator/curator requests.
Communicate effectively to peers, management, and cross lines of business partners
Contribute to a culture of continuous improvement, by sharing ideas for improvements
We are looking for an individual with a passion to provide high-quality service for customers and business partners by:
Leading by example
Ability to communicate clearly in both written and verbal contexts
Solid analytical and problem solving skills
Ability to operate with a sense of urgency to meet defined metrics
Open to differing opinions and perspectives
Experience with Windows Operating systems, and ability to work with multiple browsers
Experience with reviewing legal documents is preferred, but not required
Required Qualifications, Skills & Capabilities
Graduate in Commerce (Preferred) or Graduate in any stream with 0-2 yrs banking experience
MS Office skills
Oral & written communication skills
Expert in the process/business knowledge
Adaptability to change
Excellent Client focus and Customer care working practices
Attention to detail
Problem solving
Ability to work as a team
Knowledge on Business processes and procedures
Strong time management skills required to work on BAU & other initiatives
Flexible attitude towards working hours due to the demands of the working place
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Description:
Banking Center Services and Resolution (BCS&R) is part of the Centralized Transaction Operations (CTO) team which is part of Consumer and Community Banking (CCB). The function reviews, retrieves, repairs, corrects and deposits checks and payments for Chase customers. BCS&R is a critical partner to Commercial Banking, Consumer & Community Banking (CCB) and the Corporate & Investment Bank (CIB), and works closely with internal CTO partners.
Retirement Services is a business unit within BCS&R consisting of ATM Claims and Exception Services (ACES), ATM Monitoring/Integrated Monitoring and Control Center and Customer Resolution Services, functions located in India Bangalore, Texas, Indianapolis and New York.
Retirement Services provides support to customers who hold retirement Certificates of Deposit and money market accounts at Chase. As of December 2020, there were 362,5+5 retirement accounts with a $3.+ billion in asset balances. Retirement Operations processes and researches transactions submitted by bankers and customers, internal partners and financial institutions. The group also handles tax withholding balancing and tax reporting of retirement transactions.
Volume is driven by Commercial Banking, Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Centralized Transaction Operations (CTO) and external institution
Job Responsibilities:
Indexes incoming retirement mail and e-faxes from customers and branches.
Researches beneficiary designation, processes after death payouts.
Performs testing and coordinates tax reporting; performs monthly, quarterly and annual federal, state and non-resident alien tax withholding.
Processes retirement transactions not supported by Customer Assist, such as outgoing trustee transfers, transfers due to divorce, automatic distribution maintenance,
re-characterizations, removal of excess.
Addresses executive and non-executive, banking center issues and escalations.
Reviews legal documents such as power of attorney, divorce decrees, guardian/conservator/curator requests.
Communicate effectively to peers, management, and cross lines of business partners
Contribute to a culture of continuous improvement, by sharing ideas for improvements
We are looking for an individual with a passion to provide high-quality service for customers and business partners by:
Leading by example
Ability to communicate clearly in both written and verbal contexts
Solid analytical and problem solving skills
Ability to operate with a sense of urgency to meet defined metrics
Open to differing opinions and perspectives
Experience with Windows Operating systems, and ability to work with multiple browsers
Experience with reviewing legal documents is preferred, but not required
Required Qualifications, Skills & Capabilities
Graduate in Commerce (Preferred) or Graduate in any stream with 0-2 yrs banking experience
MS Office skills
Oral & written communication skills
Expert in the process/business knowledge
Adaptability to change
Excellent Client focus and Customer care working practices
Attention to detail
Problem solving
Ability to work as a team
Knowledge on Business processes and procedures
Strong time management skills required to work on BAU & other initiatives
Flexible attitude towards working hours due to the demands of the working place
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Transactions Specialist position is now open for candidates interested in the Operations Executive Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
