Brenda McFarland

• Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
• Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
• Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
• Assists clients and the branch team by helping with new account openings when needed

Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies

Creates schedules. Manages operations of branch.

Mentored and trained other leads starting the role.