branch banking associate

Oriental Bank

<div>The Associate, Retail Channels (Teller Lead), contributes to the overall success of the branch by providing support and advice to the Associate Tellers with the efficient daily operation of the branch. Leads by example and encourage a customer center behavior within the team based on the Bank&rsquo;s service culture and protocols. Support branch objectives through the generation of effective referrals. Position works on-site based in San Juan PR.<p></p><p><b>
MAJOR DUTIES &amp; RESPONSIBILITIES:
 </b></p><ul><li>Ensures daily branch operations over cash, values, wire transfers and monetary instruments according to policies and procedures by completing established reports, logs and daily established tasks. Take action over any discrepancies or noncompliance.</li><li>
 Provides assistance and support to the Manager Service &amp; Operations including but not limited with: Scheduling Associate Tellers availability based on customers branch volumes, teller differences, GL accounts reports, prepare and receive branch cash requisitions, among others.</li><li>
 Verify and authorize transactions within the established limits.</li><li>
 Provides advice and coaching to the Associate Tellers team with daily operations and activities.</li><li>
 Provides prompt, courteous and efficient services to customers with precision and accuracy adhering to all accounting, operational and security procedures and practices established by management.</li><li>
 Encourage branch compliance with bank regulations, requirements, policies and procedures, including but not limited to Bank Secrecy Act and Anti Money Laundering requirements.</li><li>
 Processes all types of deposit accounts, wire transfers, payments, among other transactions.</li><li>
 Support the financial institution&rsquo;s customers retention strategies.</li><li>
Provides prompt, courteous and efficient services to the organization&rsquo;s internal and external customers with precision and accuracy adhering to all procedures and practices established by management and encourage Associate Tellers staff follows established guidelines.</li><li>
 Ensures compliance with policies and procedures in financial transactions, and make sure Associate Tellers staffs adheres to established processes.</li><li>
Promotes and provides information on the organization&rsquo;s products and services.</li><li>
Promotes with customers Digital Migration and Adoption and encourage the same behavior within the Associate Tellers team.</li><li>
Identifies cross-selling opportunities and perform customers referrals to appropriate sales team member.</li><li>
Encourage referrals effectiveness within the Associate Tellers.</li><li>
Other duties may be assigned.</li></ul><p><b>
EDUCATION AND EXPERIENCE:
</b></p><ul><li>Bachelor&rsquo;s Degree in Business Administration, Accounting, Finance or related subject required.</li><li>
Two (2) year experience in a similar role required. Experience in the banking industry highly desirable.</li><li>
Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.</li><li>
Knowledge and experience in banking industry operating policies, procedures and regulations required.</li><li>
Service and results oriented, with extensive interpersonal skills.</li><li>
Must be able to observe quality standards as well as analyze business needs and understand the operational workflow.</li><li>
Fully bilingual &ndash; English and Spanish (verbal and written) preferred.</li><li>
Proficiency in MS Office (Excel, Power Point, Word) and other business applications required.</li><li>
Ability to work collaboratively and effectively with diverse staff, colleagues, and clients.</li><li>
Availability and flexibility to adhere to branch schedule and operations.</li></ul><p></p><p><b>
WORK AUTHORIZATION &amp; ELEGIBILITY:</b></p><ul><li>
Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.</li><li>
Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.</li></ul><p></p><p>
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)</p><p></p><p>
Recruitment Privacy Statement</p><p></p><p>
Compliance Posters</p></div>

Associate, Retail Channels (Teller Lead)

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
<br>
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.<br>
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A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.<br>
<br>
<b>Job responsibilities
</b></div><div><ul><li>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.</li>
<li>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.</li>
<li>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.</li>
<li>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.</li>
<li>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.</li>
<li>Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
</li><li>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.</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div>
<ul><li>You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.</li>
<li>You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
</li><li>You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.</li>
<li>You have a strong passion for educating the branch team and partners, helping them stay connected and informed.</li>
<li>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.</li>
<li>You have 1+ years of retail banking experience.</li>
<li>You have a high school degree, GED, or foreign equivalent.</li>
<li>You have the ability to work branch hours including weekends and evenings.</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b></div><div>
<ul><li>You have 6+ months of Associate Banker (Teller) experience.
</li><li>You have a college degree or military equivalent.
</li></ul></div><div><b>Training and Travel Requirement</b></div><div>
<ul><li>You&rsquo;ll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
</li><li>You&rsquo;ll need to be able to travel as required for in-person training and meetings.
</li></ul></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
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</div><div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

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