About The Position

The Assistant Branch Manager-Operations collaborates closely with the Branch Manager to manage the branch’s overall operations, ensure compliance with banking regulations, and deliver exceptional client experiences. The role leads and coaches Associate Bankers on accurate transactions, client service, policies, procedures, products, systems, and banking transactions. It represents the Chase brand and culture with hospitality and helps create a welcoming branch environment. The Assistant Branch Manager oversees day-to-day operations, staffing, loss control, compliance, and audits. The role keeps the team informed about branch priorities when designated by the Branch Manager, builds trusted client relationships, resolves issues in accordance with bank policies and procedures, and introduces clients to bankers and self-service banking options. Successful completion of the Assistant Branch Manager Training Program is required before placement in the role, and travel may be required for in-person training and meetings.

Requirements

  • At least 2 years of management experience or retail banking experience.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and evenings.
  • Ability to travel as required for in-person training and meetings.
  • Successful completion of the Assistant Branch Manager Training Program before placement as an Assistant Branch Manager-Operations.
  • Leadership and operational proficiency, including transaction accuracy and the ability to work collaboratively.
  • Knowledge and adherence to policies, procedures, and banking regulatory requirements.
  • Ability to analyze situations, solve problems, make sound decisions, stay organized, and manage multiple tasks.

Nice To Haves

  • At least 1 year of Associate Banker (Teller) experience.
  • College degree or military equivalent.

Responsibilities

  • Manage, inspire, and coach Associate Bankers to provide seamless client service and follow policies, procedures, and banking processes.
  • Collaborate with the Branch Manager to create a welcoming branch atmosphere and manage day-to-day operations.
  • Greet clients warmly and build trusted relationships through attentive, caring interactions.
  • Plan and manage staffing to meet the changing needs of the branch and its clients.
  • Keep the branch team informed and aligned with priorities when designated by the Branch Manager.
  • Oversee branch operations, including loss control, compliance, and audits.
  • Communicate clearly with clients, identify their needs, and resolve issues promptly and effectively while following bank policies and procedures.
  • Educate clients about self-service banking options and connect them with bankers or other experts when appropriate.
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