Branch Manager Trainee - Sonoma Branch- Sonoma, CA

Job Description

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.

As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.

Job responsibilities  

• Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence.
• Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
• Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
• Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
• Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
• Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
• Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.

Required qualifications, capabilities, and skills 

• You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. 
• You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
• You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. 
• You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
• You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. 
• You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
• You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.

Preferred qualifications, capabilities, and skills 

• You have a college degree or military equivalent.

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Training and Travel Requirement

• You’ll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. 
• You’ll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. 

Dodd Frank and Safe Act:

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

About Us

Chase is a leading financial services firm, helping nearly half of America’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. 

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. 

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’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & 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’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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.