DescriptionWe have a passion for helping our customers taking care of our employees buildingrelationships and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology youll be front and center representing our brand and problem solving to offer our customersthe best solutions for their financial needs. You are passionate about people helping to improve the lives of ourcustomers through financial solutions education and advice.
As an Expansion Regional Support Lead in Wealth Management you will support the region to ensure an optimal operating environment. You will represent our brand problem-solve to offer our customers the best solutions for their financial needs and help improve the lives of our customers through financial solutions education and advice. Reporting to the Regional Director Wealth you will serve as a liaison to the Expansion Market Directors Wealth. You will drive the execution of key strategies and tactics that focus on growth and a world-class client experience collaborating with key partners across Wealth Management and One Chase partnerships.
Job responsibilities
- Leads and tracks regional focus on Deposit and Investment growth plans across markets while identifying opportunities to develop strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
- Partners with Divisional support team to assist in the coordination implementation and messaging of key businessinitiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
- Leads identification and sharing of best practices delivering on our passion to exceed our customerexpectations
- Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and trainingworkshops in the field to improve Banker effectiveness and product knowledge
- Coordinates with Business Manager to understand scorecard results coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets with a focus on recruitment process and attrition tracking
- Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities andrecommendations on engagement
- Drive integration and strengthen relationships with internal business partners at the region level including Branch Management Consumer Banking Home Lending Business Banking and Card to deliver a seamless client experience.
- Champion cross-functional collaboration and communication to support the One Chase vision ensuring Advisors are equipped to leverage solutions strategies and expertise from across the firm.
- Coordinate with divisional support teams and business managers to implement key initiatives that drive engagement and growth through One Chase partnerships.
- Partner with the Business Manager to drive scorecard results and meet staffing targets.
- Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement.
Required Qualifications Capabilities and Skills
- 10 years of proven experience leading projects in a wealth or investment-focused environment.
- Ability to drive engagement with peers and partners.
- Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
- Ability to collaborate across Wealth Management and with One Chase partners (Consumer Home Lending Business Banking).
- Strong communication skills attention to detail and excellent follow-through.
- Bachelors Degree or equivalent related experience required.
- Ability to travel 50% of the time.
Required Experience:
Exec
DescriptionWe have a passion for helping our customers taking care of our employees buildingrelationships and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology youll be front and center representing our brand and problem solvi...
DescriptionWe have a passion for helping our customers taking care of our employees buildingrelationships and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology youll be front and center representing our brand and problem solving to offer our customersthe best solutions for their financial needs. You are passionate about people helping to improve the lives of ourcustomers through financial solutions education and advice.
As an Expansion Regional Support Lead in Wealth Management you will support the region to ensure an optimal operating environment. You will represent our brand problem-solve to offer our customers the best solutions for their financial needs and help improve the lives of our customers through financial solutions education and advice. Reporting to the Regional Director Wealth you will serve as a liaison to the Expansion Market Directors Wealth. You will drive the execution of key strategies and tactics that focus on growth and a world-class client experience collaborating with key partners across Wealth Management and One Chase partnerships.
Job responsibilities
- Leads and tracks regional focus on Deposit and Investment growth plans across markets while identifying opportunities to develop strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
- Partners with Divisional support team to assist in the coordination implementation and messaging of key businessinitiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
- Leads identification and sharing of best practices delivering on our passion to exceed our customerexpectations
- Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and trainingworkshops in the field to improve Banker effectiveness and product knowledge
- Coordinates with Business Manager to understand scorecard results coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets with a focus on recruitment process and attrition tracking
- Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities andrecommendations on engagement
- Drive integration and strengthen relationships with internal business partners at the region level including Branch Management Consumer Banking Home Lending Business Banking and Card to deliver a seamless client experience.
- Champion cross-functional collaboration and communication to support the One Chase vision ensuring Advisors are equipped to leverage solutions strategies and expertise from across the firm.
- Coordinate with divisional support teams and business managers to implement key initiatives that drive engagement and growth through One Chase partnerships.
- Partner with the Business Manager to drive scorecard results and meet staffing targets.
- Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement.
Required Qualifications Capabilities and Skills
- 10 years of proven experience leading projects in a wealth or investment-focused environment.
- Ability to drive engagement with peers and partners.
- Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
- Ability to collaborate across Wealth Management and with One Chase partners (Consumer Home Lending Business Banking).
- Strong communication skills attention to detail and excellent follow-through.
- Bachelors Degree or equivalent related experience required.
- Ability to travel 50% of the time.
Required Experience:
Exec
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