Branch Operations Lead Trainee - Southeast San Diego Market

Aumni

Chula Vista (CA)

On-site

USD 55,000 - 90,000

Full time

14 days+

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Job summary

Chase is seeking a Branch Operations Lead to operate at a busy California branch. You will partner with the Branch Manager to ensure accurate transactions, robust loss control, and compliant operations while guiding a team to deliver superior client experiences.

You will mentor staff, optimize lobby flow, and promote self-service tools. The role requires weekend/evening availability and a background in retail banking or equivalent leadership experience.

Qualifications

  • Adhere to policies, procedures, and regulatory banking requirements.
  • Maintain attention to detail and stay organized while juggling tasks.
  • Demonstrate leadership and operational proficiency in branch operations.
  • Educate branch team and partners to stay informed and compliant.
  • Educate clients and refer them to experts when needed.
  • 1+ years of retail banking experience.
  • Ability to work branch hours including weekends and evenings.
  • High school level education or equivalent.

Responsibilities

  • Create welcoming, vibrant branch atmosphere and deliver exceptional client experiences.
  • Greet clients and assist with transactions, manage lobby flow, schedule meetings.
  • Communicate clearly to understand needs and guide clients through processes.
  • Lead cash handling and ATM operations while ensuring policy adherence.
  • Introduce clients to the team to deliver seamless service and address financial needs.
  • Promote self-service options for around-the-clock access to accounts.
  • Support operations, loss control, compliance, and audits to maintain branch security.

Skills

Policy compliance
Detail oriented
Leadership
Client education
Relationship building
Retail banking experience
Flexible hours

Education

High School diploma
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to operate at a busy California branch. You will partner with the Branch Manager to ensure accurate transactions, robust loss control, and compliant operations while guiding a team to deliver superior client experiences.

You will mentor staff, optimize lobby flow, and promote self-service tools. The role requires weekend/evening availability and a background in retail banking or equivalent leadership experience.

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