Branch Operations Lead Trainee - Southeast San Diego Market - Chula Vista, CA and Surrounding Areas

JPMorganChase • Chula Vista, CA

8d • Onsite

About The Position

The Branch Operations Lead Trainee works in a Chase branch and supports branch operations in collaboration with the Branch Manager, branch employees, and financial experts. The role helps ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. It also involves helping clients navigate their banking needs, introducing self-service options, and building lasting client relationships.

The trainee assists with daily branch operations, including managing cash devices such as the cash vault and ATM, resolving client issues, and supporting loss control, compliance, and audit standards. The role includes educating the branch team about policies and procedures and completing the Branch Operations Lead Training Program before consideration for placement as a Branch Operations Lead. Travel may be required for in-person training and meetings. Employment is contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act.

Requirements

• At least 1 year of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and evenings.
• Ability to adhere to policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills to manage multiple tasks.
• Leadership skills and operational proficiency, including ensuring transaction accuracy.
• Ability to educate and inform branch team members and partners.
• Ability to build client relationships, educate clients, and refer them to appropriate experts.
• Ability to travel as required for in-person training and meetings.
• Employment offer is contingent on review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act, including pretrial diversions or program entries.

Nice To Haves

• At least 6 months of Associate Banker (Teller) experience.
• College degree or military equivalent.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming branch atmosphere and deliver an exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
• Communicate clearly and politely to understand clients’ needs, build trusted relationships, and provide assistance.
• Lead branch operations, including managing the cash vault and ATM.
• Resolve client issues quickly and accurately while following bank policies and procedures.
• Connect clients with branch employees and experts for specialized financial needs.
• Introduce clients to self-service banking options.
• Support the Branch Manager in maintaining loss-control, compliance, and audit standards.
• Review branch operations and keep the branch team informed about policies and procedures.
• Complete the Branch Operations Lead Training Program before consideration for placement as a Branch Operations Lead.
• Travel as required for in-person training and meetings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED