AQUEESHA BATES
Baton Rouge,LA
Summary
Branch Operations Lead with nearly 10 years of banking experience at JPMorgan Chase, including leadership, operations, and client relationship management. Proven ability to coach and develop teams, drive business results, manage risk and compliance, and deliver exceptional client experiences. Experienced in leading branch operations, strengthening client relationships, and partnering with cross-functional teams to support organizational goals and branch performance.
Overview
13
13
years of professional experience
Work History
Branch Operations Lead
JPMorgan Chase
12.2020 - Current
- Lead daily branch operations while ensuring operational excellence, compliance, and exceptional client experiences.
- Conduct daily huddles to reinforce branch priorities, operational procedures, and performance expectations.
- Collaborate with Financial Advisors, Home Lending Advisors, and other business partners to deepen client relationships.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist team with questions and difficult or complex tasks.
- Developed strategic plans for day-to-day to reinforce branch priorities, operational procedures, and performance expectations.
- Utilize branch reporting tools and client insights to identify opportunities for growth and improve performance metrics.
- Coach, mentor, and develop Associate Bankers and Bankers by providing real-time observations, constructive feedback, and guidance
- Leverage previous Personal Banker experience to support complex client financial needs and identify opportunities for additional products and services.
- Process client transactions accurately and efficiently while maintaining strong relationships and delivering personalized service.
Personal Banker
JPMorgan Chase
06.2018 - 2020
- Built strong client relationships by identifying financial needs and recommending personalized banking solutions.
- Opened consumer and business accounts while educating clients on products, services, and digital banking tools.
- Conducted needs-based conversations to uncover opportunities for additional products and services.
- Generated referrals to internal business partners, including Financial Advisors and Home Lending Advisors.
- Delivered exceptional client experiences while meeting performance expectations and business objectives.
- Maintained strong knowledge of banking products, policies, procedures, and compliance requirements.
Associate Banker
JPMorgan Chase
08.2016 - 06.2018
- Delivered exceptional customer service while processing transactions accurately and efficiently.
- Assisted clients with account servicing needs and educated them on self-service and digital banking options.
- Built relationships with clients and identified opportunities to connect them with One Chase Partners
- Supported branch operations while maintaining compliance with operational and risk management procedures.
- Contributed to branch goals through teamwork, operational support, and client engagement.
Sales Associate/ Shift Manager
Plato's Closet Baton Rouge
09.2015 - 12.2020
- Supervised daily operations and supported staff members in delivering exceptional customer service.
- Managed merchandising strategies to maximize sales opportunities
- Greeted customers and provided excellent customer service by helping with finding items and each customers needs
- Trained employees on policies, procedures, and communication standards.
- Led staff meetings to discuss customer service and sales goals, operational problems or procedural changes.
- Managed a team of sales associates, providing guidance and support to improve overall performance.
Document Management Associate
Louisiana State Employees' Retirement System
07.2013 - 08.2014
- Provided assistance with inbound and outbound document processes, document sorting, logging and work order creation.
- Converted documents from one application to another.
- Organized and updated databases, records and other information resources.
- Managed sensitive or confidential files with attention to data security and storage policies.
- Maintained physical and computer-based filing systems.
- Corresponded with clients through email, telephone, or postal mail.
Education
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Aveda Institute
Baton Rouge, LouisianaHS Diploma - undefined
Woodlawn High School
05.2014
Skills
- Conflict resolution and problem solving
- Management of operations
- Effective verbal and written communication
- Proficient in Microsoft Office
- CRM software utilization
- Operation of multi-line phone systems
- Accurate data entry
- Collaboration across functions
- Compliance and risk management
Timeline
Branch Operations Lead
JPMorgan Chase
12.2020 - Current
Personal Banker
JPMorgan Chase
06.2018 - 2020
Associate Banker
JPMorgan Chase
08.2016 - 06.2018
Sales Associate/ Shift Manager
Plato's Closet Baton Rouge
09.2015 - 12.2020
Document Management Associate
Louisiana State Employees' Retirement System
07.2013 - 08.2014
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Aveda Institute
HS Diploma - undefined
Woodlawn High School