Branch Operations Lead Trainee - Southeast San Diego Market - El Cajon, CA and Surrounding Areas

JPMorganChase • El Cajon, CA

8d • Onsite

About The Position

As a Branch Operations Lead Trainee at Chase, you will help deliver welcoming, attentive client service while supporting the daily operations of a Chase branch. You will work closely with the Branch Manager, branch employees, and other experts to ensure financial transactions are handled accurately and with care, in accordance with bank policies, procedures, and regulatory requirements. The role combines assisting clients with transactions, introducing them to self-service banking options, and building lasting client relationships with reviewing branch operations and keeping the team informed about policies and procedures.

You will 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, including pretrial diversions or program entries, pursuant to 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.
• Successful completion of 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 transaction accuracy and collaborative teamwork.
• Ability and interest in educating the branch team and partners about relevant information.
• Ability to build client connections, 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

• Work with the Branch Manager to create a welcoming branch atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and help clients navigate the waiting queue.
• Communicate clearly and politely to understand and address client needs and build trusted relationships.
• Lead branch operations, including managing the cash vault and ATM.
• Resolve client issues promptly and accurately while following bank policies and procedures.
• Connect clients with branch employees and experts to address specialized financial needs.
• Explain self-service options that allow clients to access their accounts at any time.
• 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.

What This Job Offers

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