Soundarya JN

Transaction Specialist IV

2024 - Current , JP Morgan Chase & Co

• Guided customers on banking services to enhance overall user experience.
• Resolved customer complaints promptly, maintaining high satisfaction levels.
• Conducted quality assurance checks to ensure accurate data entry in system databases.
• Prepared operational performance reports for management review.
• Facilitated swift resolution of transaction-related issues through interdepartmental collaboration.
• Trained new staff on effective transaction methods to improve service delivery.
• Backup Trainer
• Provided training support at additional locations, including Manilla and Westerville.

Transaction Specialist III

2019 - 2024, JP Morgan Chase & Co.

• As a senior specialist, i have assigned with new joiners for assisting them in terms of productivity and quality
• Set up daily untouched & ageing report for entire CRS, which is impacted our Metrics
• Pulling out of scope requests and moving the requests to particular workbaskets on time helps with inventory reduction.
• Part of Productivity Improvement project & MWI Project
• Focusing on Rapid Improvement programs

Transaction Specialist II

2015–2019, JP Morgan Chase & Co.

• Our process is all about the reconciliation process, analyzing customer inquiries, escalations, transactions like branch cash deposits, check deposits, withdrawals, and payments (credit card, mortgage, installment loan, home equity).
• Researching and resolving customer issues in order to provide a better customer experience and improvement in business.
• CRS works with internal departments, FRB, and other financial institutions to resolve discrepancies between organizations.
• Contacting internal departments to resolve the issue, and adjusting the internal ledgers.