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Regional Director - North Central California Region - San Jose, CA



San Jose, CA, USA
Posted on Friday, June 28, 2024

Job Description

At JPMorgan Chase, we have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting edge financial technology and the most welcoming and friendly service, you’ll be front and center representing our brand and culture. Here at Chase, you’ll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.

The Regional Director plays a vital role in delivering an extraordinary customer experience. They do this by empowering our talented employees to surprise and delight our customers during each and every customer interaction. You will be responsible for driving the growth of the business across the region. You will define and execute excellent customer experience model. You will create a culture of effective management, and develop great leaders. The Regional Director oversees Market Directors spanning deposits, lending and investments. In this role, you will drive the integration of deposits, lending and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including year over year revenue and profit growth, deepening client acquisition and expense management.

  • Define and execute on excellent customer experience
    • Develop strategy and operating model to deliver on Customer Promise and exceed customer expectations
    • Ensure that all employees are following policies and procedures to maintain a safe and compliant branch environment for customers
    • Collaborate with partners firm-wide to provide a seamless “One Chase” experience for our customers
    • Work with branch teams to utilize technology to best meet customer needs
    • Create a culture of risk management and control that acts with appropriate understanding, urgency, and knowledge of the ultimate responsibility to safeguard our customers and business
    • Address any and all escalated client issues promptly and effectively
  • Drive the regional growth of the business across investments and deposits
    • Strategize to lead the region during organizational change
    • Develop regional strategy to achieve key financial targets, including YoY revenue and profit growth, net new money, and expense management
    • Drive the integration of deposits, lending and investments regionally, leading and building belief in the branch model and achieving key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
    • Build strategies (client service model, client segmentation strategy, product solutions, etc.) and find opportunities to deepen and grow customer relationships (affluent and other segments)
  • Coach and develop great leaders
    • Recruit and retain excellent talent
    • Coach market directors on best practice techniques about coaching, developing productive recommendations, and general management  Conduct detailed business reviews to deep dive into the results of all market directors
    • Ensure talent and performance strategies are in place to attract, retain, and develop diverse employees by identifying and developing managers who build high performing teams
    • Set a people agenda that delivers an exceptional employee experience, with a strong commitment to valuing our employees in every interaction
    • Deliver on high performance standards and protect the firm and customers through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
    • Set the tone of commitment to diversity and inclusion

Desired Skills
  • Excellent strategic vision; understands the direction of the business and industry; can articulate vision to motivate and influence others
  • Ability to effectively lead, coach and manage large organizations remotely
  • Ability to improve speed to execution by operating well in an ambiguous / ever –changing environment
  • Ability to quickly “reset” yourself and lead your team through moments of challenges and adversity
  • Innovative thinker able to drive future engagement with customers to provide exceptional experience
  • Proven ability to lead through change to support culture of accepting missteps in order to achieve success
  • Demonstrated ability to build relationships and to proactively collaborate with all other areas of CCB
  • Ability to develop a diverse team and source and attract internal and external talent by building and maintaining personal network of contacts
  • Creates a climate in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
  • 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
  • Bachelor Degree required
  • High degree of investment services and product acumen, and keen interest in the financial markets