Branch Operations Lead Trainee - Southeast San Diego Market - El Cajon, CA and Surrounding Areas
About The Position
At Chase, the Branch Operations Lead Trainee supports branch operations and works closely with the Branch Manager, branch employees, and banking experts. The role handles client transactions accurately and carefully while following company policies, procedures, and regulatory requirements. It also helps clients use self-service banking options and builds trusted client relationships. The role supports daily branch operations, including cash devices, lobby flow, client issue resolution, and maintaining standards for loss control, compliance, and audits. The trainee must successfully complete the Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. Travel may be required for in-person training and meetings. Employment offers are contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act. The company describes a competitive total rewards package and benefits, with details provided during the hiring process.
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 travel as required for in-person training and meetings.
- Successfully complete the Branch Operations Lead Training Program before consideration for placement as a Branch Operations Lead.
- Adhere to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organizational skills, with the ability to manage multiple tasks.
- Leadership skills and operational proficiency, including ensuring transaction accuracy and working collaboratively.
- Ability and willingness to educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to experts when needed.
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 provide an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely to understand client needs, check clients into the waiting queue, and support a smooth visit.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues quickly and effectively while following bank policies and procedures.
- Connect clients with branch employees and experts to address specialized financial needs and deliver seamless service.
- Educate clients about self-service banking options.
- Support the Branch Manager in branch operations, including loss control, compliance, and audit readiness.
- Help keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
