Jacqueline Gray
Meridian,ID
Summary
Dynamic Branch Operations Lead at JPMorgan Chase, recognized for enhancing customer satisfaction and team engagement. Expert in operational accuracy and efficiency, I excel in problem-solving and coaching, driving performance excellence. Successfully managed cash devices while ensuring compliance, and empowered clients through education on self-service options.
Overview
15
15
years of professional experience
Work History
Branch Operations Lead
JPMorgan Chase
10.2010 - Current
- Assisted Branch Manager in shaping branch atmosphere to enhance customer satisfaction and team engagement.
- Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Managed cash devices such as vaults and ATMs while maintaining adherence to established procedures and regulations.
- Connected customers with branch team to address specialized financial needs.
- Educated customers on how to access their accounts through self-service options and convenience resources available 24/7.
- Ensured adherence to loss control, compliance, and audit standards.
Education
Certified Life Coach -
The Life Coach School
10.2023
Skills
- Strive for operational accuracy and efficiency
- Motivational and influential attitude
- De-escalation; problem solver
- Teacher and Coach; team development
- Customer satisfaction driven
- Effective time management
- Performance and excellence focused
Timeline
Branch Operations Lead
JPMorgan Chase
10.2010 - Current
Certified Life Coach -
The Life Coach School