Christopher Daniels
Savannah,GA
Summary
Branch Operations Lead with background motivating, coaching and overseeing teams by employing excellent interpersonal and multitasking skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
BRANCH OPERATIONS LEAD
JP MORGAN CHASE BANK NA
06.2023 - Current
- Oversaw workflow management, ensuring adherence to regulatory compliance and internal controls.
- Ensured strict compliance with industry regulations, maintaining up-to-date knowledge of relevant guidelines and best practices.
- Assisted Branch Manger with daily operations and setting the tone for how the branch performs.
- Collaborated with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements
- Depending on the type of entity, performed monthly or quarterly cash audits.
- Manger on Duty while branch manager was absent
- Enhanced team productivity by roll playing, questioning and checking skill knowledge with questions provided each month through Internal Controls.
PRIVATE CLIENT BANKER TRAINEE
JP MORGAN CHASE BANK NA
02.2022 - 08.2022
- Received training through Wealth management department of Chase bank for the successful completion of Licensing. Training was executed through FINRA. Successfully completed SIE and series 6 training and exam.
PERSONAL BANKER/LOAN OFFICER
DENVER FIRE DEPT. FEDERAL CREDIT UNION
04.2019 - 04.2021
- Managed client accounts, ensuring compliance with financial regulations and internal policies.
- Facilitated loan applications and approvals, guiding clients through product features and benefits.
- Cultivated strong relationships with clients, resolving issues promptly to ensure high satisfaction levels.
- Advised clients on suitable loan products based on financial profiles and needs.
- Evaluated and approved loan applications within set credit limits, exercising sound judgment in decisionmaking.
LEAD TELLER OPS SPECIALIST
JP MORGAN CHASE BANK NA
12.2015 - 02.2019
- Supervised daily operations of teller line, ensuring compliance with policies and procedures.
- Trained and mentored new tellers on customer service standards and operational protocols.
- Managed cash handling processes, maintaining accuracy in transactions and balancing cash drawers.
- Monitored teller performance metrics, providing feedback to enhance service delivery and operational excellence.
- Conducted regular audits of cash handling practices to ensure adherence to regulatory requirements and minimize risk.
Personal Banker II
US Bank NA
06.2009 - 08.2015
- Delivered exceptional customer service to enhance client relationships and drive satisfaction.
- Advised clients on financial products and services, tailoring solutions to meet individual needs.
- Utilized banking software to streamline account management and improve operational efficiency.
- Analyzed client financial data to identify opportunities for growth and investment strategies.
- Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
Education
Certificate of Achievment - Non-Destructive Technology
Community College of the Air Force
05.1996
Skills
- Operations management
- Quality assurance
- Team Training and Support
- Customer relationship management, problem solving, de-escalating customer complaints and inquiries
- Recognizing and meeting client needs
- Greeting branch clients by name
- Knowledgeable in Policy and Procedure
- Strong team building skills
- Strong management skills
- Team Training
- Task delegation
Timeline
BRANCH OPERATIONS LEAD
JP MORGAN CHASE BANK NA
06.2023 - Current
PRIVATE CLIENT BANKER TRAINEE
JP MORGAN CHASE BANK NA
02.2022 - 08.2022
PERSONAL BANKER/LOAN OFFICER
DENVER FIRE DEPT. FEDERAL CREDIT UNION
04.2019 - 04.2021
LEAD TELLER OPS SPECIALIST
JP MORGAN CHASE BANK NA
12.2015 - 02.2019
Personal Banker II
US Bank NA
06.2009 - 08.2015
Certificate of Achievment - Non-Destructive Technology
Community College of the Air Force
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