Branch Operations Lead Trainee - Imperial Marketplace Branch - San Diego, CA
About The Position
The Branch Operations Lead Trainee works in a Chase branch, partnering closely with the Branch Manager, branch employees, and specialists to deliver welcoming client experiences and ensure accurate, secure financial transactions. The role supports branch operations while following bank policies, procedures, and regulatory requirements. The position includes assisting clients with transactions, introducing self-service banking options, building client relationships, and keeping the branch team informed about policies and procedures. The trainee must successfully complete the Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead and must be able to travel for in-person training and meetings as required. 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 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, including the ability to manage multiple tasks.
- Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
- Ability and interest in educating branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to specialists as appropriate.
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 an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely, anticipate client needs, and check clients into the waiting queue.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and accurately while adhering to bank policies and procedures.
- Connect clients with branch employees and specialists to address specialized financial needs.
- Explain self-service banking options to clients.
- Support the Branch Manager in maintaining loss control, compliance, audit standards, and smooth branch operations.
- 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
