Branch Ops Lead Trainee: Elevate Client Experience

Aumni; San Diego (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Chase is actively seeking a Branch Operations Lead in San Diego to work with the Branch Manager and guide daily operations, ensuring precise transactions and adherence to policies while delivering superior client care. You will champion a welcoming atmosphere and supervised lobby flow to create a dynamic community feel.

You will lead cash-handling duties, promote self-service options, and train staff to uphold strong controls and audit readiness across the branch.

Qualifications

• You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
• You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
• You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
• You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
• You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Skills

Policy compliance

Detail oriented

Leadership

Client education

Customer relations

Retail banking

Education

High school diploma or GED

Job description

Chase is actively seeking a Branch Operations Lead in San Diego to work with the Branch Manager and guide daily operations, ensuring precise transactions and adherence to policies while delivering superior client care. You will champion a welcoming atmosphere and supervised lobby flow to create a dynamic community feel.

You will lead cash-handling duties, promote self-service options, and train staff to uphold strong controls and audit readiness across the branch.