Join JPMorganChase's Document & Business Solutions team in Pune, where you'll play a key role in enabling smooth, accurate, and well-controlled cash operations support in a fast-paced banking environment.
Job Summary
As an Operations Specialist in the Cash Operations Support team, you will be responsible for the accurate intake, verification, digitization, tracking, and secure handoff/dispatch of client instruments and service request documents received at the Pune branch. The role requires strong attention to detail, disciplined record maintenance, adherence to maker-checker controls, and effective coordination with centralized operations teams in Mumbai and external partners to meet service level requirements.
Job Responsibilities
- Receive and acknowledge client instruments and operational requests submitted at the branch, performing basic completeness checks and recording receipt as per process.
- Perform preliminary due diligence and verification on received items using approved equipment and standard operating procedures, escalating discrepancies as required.
- Process and maintain accurate operational records in defined logs/registers (e.g., inward/outward movement, custody transfers, dispatch/return status), ensuring audit-ready documentation.
- Coordinate handover and custody transfer to external partners (e.g., partner bank, courier), ensuring maker-checker controls are completed prior to release.
- Support branch execution of centrally initiated activities (e.g., printing/processing actions triggered by a centralized operations team), ensuring readiness, secure handling, and timely completion.
- Manage secure custody of sensitive stationery/instruments and controlled areas (e.g., vault/stationery), following access controls (including dual control/two-key holder arrangements where applicable).
- Scan, index, and share required documents and images with centralized processing teams, ensuring quality and timeliness for downstream validation and processing.
- Dispatch physical documents/instructions to the designated processing hub and track end-to-end delivery/closure, following approved dispatch channels and protocols.
- Handle client follow-ups and internal coordination by tracking pending items, providing status updates, and escalating aged/at-risk requests to appropriate stakeholders.
- Adhere to governance, controls, and compliance requirements including segregation of duties (maker-checker), turnaround time discipline, and participation in training/process updates.
- Support with other team's banking related tasks as and when required
- Experience or strong familiarity with branch operations and cash operations handling (cheques/DDs) and/or document digitization workflows.
- Ability to organize, scan, and index documents with precision (accuracy, clarity, completeness).
- Strong controls mindset (maker-checker / segregation of duties), confidentiality, and record-keeping discipline (registers/logs).
- Effective time management and ability to manage high volumes while meeting cut-offs/SLAs.
- Strong communication skills for coordination with centralized operations teams and partner banks/vendors.
- Ability to interact professionally with clients at the branch counter, provide clear status updates/next steps, manage expectations, and handle client queries/escalations with discretion and service orientation.
- Basic computer skills (office tools, scanning systems/workstations) and ability to troubleshoot/raise tech issues promptly.
- Adherence to established procedures, guidelines, and confidentiality standards
- Prior experience in banking operations (cash operations/branch ops/service operations).
- Experience working with scanning equipment and document management/indexing standards.
- Experience maintaining MIS and detailed inward/outward movement registers.
- Previous experience of handling a team.
Required Qualifications, Capabilities, and Skills - Experience or strong familiarity with branch operations and cash operations handling (cheques/DDs) and/or document digitization workflows.
- Ability to organize, scan, and index documents with precision (accuracy, clarity, completeness).
- Strong controls mindset (maker-checker / segregation of duties), confidentiality, and record-keeping discipline (registers/logs).
- Effective time management and ability to manage high volumes while meeting cut-offs/SLAs.
- Strong communication skills for coordination with centralized operations teams and partner banks/vendors.
- Ability to interact professionally with clients at the branch counter, provide clear status updates/next steps, manage expectations, and handle client queries/escalations with discretion and service orientation.
- Basic computer skills (office tools, scanning systems/workstations) and ability to troubleshoot/raise tech issues promptly.
- Adherence to established procedures, guidelines, and confidentiality standards
- Prior experience in banking operations (cash operations/branch ops/service operations).
- Experience working with scanning equipment and document management/indexing standards.
- Experience maintaining MIS and detailed inward/outward movement registers.
- Previous experience of handling a team.
Preferred Qualifications, Capabilities, and Skills - Prior experience in banking operations (cash operations/branch ops/service operations).
- Experience working with scanning equipment and document management/indexing standards.
- Experience maintaining MIS and detailed inward/outward movement registers.
- Previous experience of handling a team.
Additional Information - Location: Pune, India
- Grade: 520
- Job Family: Chief Administrative Office - Corporate Sector
- Job Subfamily: Document & Business Solutions (DBS)
ABOUT USJPMorganChase, 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, 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.
ABOUT THE TEAMOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
