Summary
Overview
Work History
Education
Skills
Languages
Affiliations
References
Timeline
Generic

San Eshaq

El Cajon,CA

Summary

Dynamic Branch Operations Lead at JPMorgan Chase with proven leadership and customer relationship-building skills. Enhanced customer satisfaction and engagement through strategic referrals and education on digital banking. Expert in fraud detection and complaint resolution, driving team productivity and operational excellence. Committed to fostering a positive customer experience and achieving branch growth.

Overview

8
8
years of professional experience

Work History

Branch Operations Lead - Manager On Duty

JPMorgan Chase
San Diego, California
01.2025 - Current
  • Collaboratively work with the Branch Manager to set the tone and expectations of the branch by conducting weekly leadership meetings, resulting in high compliance and sales goals, demonstrated through the branch scorecard.
  • Conducted regular meetings with team members to discuss progress and identify areas for improvement, such as discussing financial health and digital banking, resulting in a 50% increase in clients logging into mobile banking within 30 days.
  • Engaged over 300 customers weekly, providing an excellent customer experience, education on digital banking, and referring to bankers and partners strategically, creating further growth opportunities.
  • Lead a team, ensuring that operational processes and procedures are followed efficiently and effectively by performing individual self-checks and control meetings, achieving a perfect branch review (audit).
  • Trained, mentored, and motivated employees to maximize team productivity and own each customer experience from start to finish, actively listening for clues and hints to add further value in each transaction.

Branch Operations Coordinator

Wells Fargo
San Diego
04.2024 - 01.2025
  • Engaged over 200 consumer and business clients weekly with new products and services, from personal to financial growth.
  • Monitored daily branch transactions and assisted the branch manager in the completeness of all operational duties and tasks, punctually and effectively.
  • Demonstrated leadership and attention to detail, resulting in 100% transaction accuracy, customer satisfaction, all while adhering to established policies and procedures.
  • Accurately approve transactions while demonstrating the process of minimizing risk.
  • Implemented the company's specific behavior framework to enhance customer satisfaction and make appropriate referrals to bankers, the mortgage department, and a financial advisor.
  • Enhanced our branch's projected growth and VOC (voice of the customer) by 40% in the previous quarter.

Teller

Wells Fargo
San Diego, CA
01.2023 - 04.2024
  • Provided exceptional customer service while accurately processing routine transactions, including drawer and vault balancing.
  • Consistently provided clients with convenient banking options for everyday needs, such as the WF mobile app and ATM.
  • Continuously updated knowledge about banking products, services, policies, and regulation.
  • Prioritized client risk and confidentiality to prevent company and client loss, while building strong relationships.

Supervisor

Postalannex
Poway, CA
03.2022 - 05.2023
  • Worked independently and closely with the store owner to address all store needs, such as escalated customer concerns, merchandise needs, and technology updates, to ensure smooth and fast business interactions.
  • Preserved revenue streams by utilizing strong communication and negotiation.
  • Brainstormed and implemented new ideas to enhance business drive and customer satisfaction.
  • Resolved customer complaints promptly while ensuring customer satisfaction.

Key Holder Supervisor

Cotton On Clothing
San Diego, CA
10.2019 - 06.2020
  • Mentored staff in developing strong sales and communication skills enhancing stores projected yearly profit target by 30%
  • Developed strategies to increase customer loyalty and retention.
  • Established a positive customer shopping experience by greeting over 500 guests weekly, promoting ongoing deals, and advance target sales.
  • Resolved customer complaints in a timely manner.
  • Implemented loss prevention measures to protect against theft and fraud.
  • Monitored store performance and implemented strategies for areas of improvement.

Team Leader

Jack in the Box
El Cajon, CA
10.2017 - 11.2019
  • Monitored daily workflow to ensure adherence to established policies and procedures.
  • Identified needs of customers promptly and resolved efficiently.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Implemented strategies to take advantage of new restaurant promotions and products to engage and promote sales.

Education

Bachelor of Arts - Accouting

National University
La Jolla, CA
05-2027

Associate of Science - Biology

Cuyamaca College
El Cajon, CA
06-2023

Skills

  • Fraud detection
  • Great leadership experience and qualities
  • Customer relationship building
  • Product and service sales
  • Excellent time management skills
  • Complaint resolution
  • Microsoft applications
  • Tech Solutions

Languages

English
Full Professional
Arabic
Full Professional
Aramaic
Native/ Bilingual
Spanish
Elementary

Affiliations

  • Swimming
  • Reading
  • Soccer
  • Gym

References

References available upon request.

Timeline

Branch Operations Lead - Manager On Duty

JPMorgan Chase
01.2025 - Current

Branch Operations Coordinator

Wells Fargo
04.2024 - 01.2025

Teller

Wells Fargo
01.2023 - 04.2024

Supervisor

Postalannex
03.2022 - 05.2023

Key Holder Supervisor

Cotton On Clothing
10.2019 - 06.2020

Team Leader

Jack in the Box
10.2017 - 11.2019

Bachelor of Arts - Accouting

National University

Associate of Science - Biology

Cuyamaca College

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