Transactions Specialist IV

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist IV in Global Document Services, you will serve as a lead within the Shipping and Receiving Department, coordinating workflow and supporting a team of Transactions Specialists. You will assign tasks, ensure SLAs are met, and foster a safe, organized, and efficient environment. You will also operate warehouse equipment, maintain inventory, and ensure compliance with safety and operational standards.

Your leadership and attention to detail help us maintain a high-performing, collaborative, and efficient team. This is an opportunity to grow your skills and support a team that values reliability, communication, and continuous improvement.

Job responsibilities

• Coordinate workflow and assign tasks to ensure SLAs are consistently met.
• Lead, train, and cross-train team members within the Warehouse and Dispatch areas.
• Operate pallet jacks, forklifts, and other powered industrial lift equipment to load and unload trucks, and move materials safely and efficiently throughout the warehouse.
• Use shrink wrap and banding devices to prepare pallets for shipment.
• Organize and maintain inventory, including conducting audits and reconciling volumes.
• Monitor and respond to email communications promptly.
• Ensure compliance with safety regulations, SOPs, and record retention policies, and maintain a clean and safe work environment.
• Perform minor equipment maintenance as required.
• Communicate with vendors regarding incoming and outgoing shipments.
• Escalate issues to management and Client Services as needed, and create incident tickets for technology issues as needed.
• Manifest mail files and generate shipping labels as required.

Required qualifications, capabilities, and skills:

• Detail-oriented with excellent organizational skills.
• Strong leadership and effective communication skills.
• Alpha/numeric data entry and typing skills with excellent accuracy.
• Team player with a positive attitude.
• Able to lift up to 70 lbs.
• Comfortable standing, bending, and carrying heavy materials for extended periods.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Willingness to cross-train within the team and across departments.
• Ability to follow safety protocols and procedures.

Preferred qualifications, capabilities, and skills:

• Prior experience leading teams in a warehouse, print production or distribution environment.
• Experience with mail dispatch systems and handling mail rejects.
• Demonstrated ability to perform minor equipment maintenance.
• Experience with inventory audits and warehouse organization.
• Experience operating electric-powered industrial lift trucks.

Work Schedule:
Candidates must be willing and able to work schedules during our operating hours. We are a 24/7 operation and you must be willing to work weekends, holidays, and overtime as needed.

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