Branch Operations Lead Trainee - Southeast San Diego Market - Chula Vista, CA and Surrounding Areas
About The Position
At Chase, the Branch Operations Lead works at the heart of branch operations in collaboration with the Branch Manager, branch employees, and expert teams. The role ensures clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The position also helps clients use self-service banking options and builds lasting client relationships. The role supports an exceptional branch experience by assisting with client transactions, managing lobby flow, and scheduling meetings. It leads daily branch operations, keeps the team informed about policies and procedures, and helps the branch meet control expectations. The successful candidate must complete the Branch Operations Lead Training Program before being considered for placement and must travel as required for in-person training and meetings.
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.
- Adherence to policies, procedures, and regulatory banking requirements.
- Attention to detail and organization, with the ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy.
- Ability to educate and inform the branch team and partners.
- Ability to build client connections, educate clients, and refer them to expert teams when needed.
- Ability to travel as required for in-person training and meetings.
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, identify client needs, and manage check-in to the waiting queue.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and effectively while adhering to bank policies and procedures.
- Connect clients with the branch team and work collaboratively to support specialized financial needs.
- Introduce clients to self-service banking options.
- Support branch operations with the Branch Manager, including loss control, compliance, and audits.
- Keep the branch team informed about policies and procedures.
- Complete the Branch Operations Lead Training Program before consideration for placement.
- Travel as required for in-person training and meetings.
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
Mid Level
Education Level
High school or GED
