Branch Manager - Appleton Area - Appleton, WI

Location: Appleton, WI, United States

Job Family: Branch Managers

About the Role

As a Branch Manager in the Appleton Area at JP Morgan Chase, you will play a pivotal role in delivering exceptional client experiences while leading a dynamic team in one of Wisconsin's vibrant communities. Embodying Chase's core values of hospitality and care, you will oversee branch operations, drive sales of innovative financial products, and foster long-term relationships with clients seeking everything from everyday banking to complex wealth management solutions. Your leadership will ensure the branch serves as a trusted financial hub, helping Appleton residents and businesses achieve their goals through personalized advice and seamless digital integration. In this position, you will manage a team of talented associates, providing coaching and development to enhance their skills in client engagement and product expertise. You will analyze local market trends to identify growth opportunities, such as expanding loan portfolios or promoting Chase's mobile banking app, while maintaining strict adherence to regulatory standards. Collaboration with regional partners will be key to implementing Chase's broader initiatives, ensuring your branch contributes to the firm's position as a leader in the financial services industry. Joining JP Morgan Chase means becoming part of a global powerhouse committed to innovation and community impact. In Appleton, you will contribute to initiatives that support local economic growth, all while benefiting from robust professional development and a supportive culture. If you are passionate about financial services and excelling in client-centric leadership, this role offers the chance to make a meaningful difference in the lives of your team and clients alike.

Key Responsibilities

• Lead a team of branch associates to deliver outstanding client experiences and achieve branch performance targets
• Oversee daily branch operations, including sales of banking products like checking accounts, loans, and investment services
• Ensure compliance with JP Morgan Chase policies, federal banking regulations, and anti-money laundering standards
• Build and maintain relationships with local Appleton businesses and community organizations to drive referrals
• Coach and develop employees through training programs focused on hospitality and financial advisory skills
• Monitor branch metrics such as client satisfaction scores, deposit growth, and loan origination volumes
• Identify opportunities for cross-selling JP Morgan Chase wealth management and digital banking solutions
• Manage risk by conducting audits and resolving client issues promptly
• Collaborate with regional leadership to implement Chase's strategic initiatives in the Wisconsin market
• Promote a culture of inclusion and care, aligning with Chase's commitment to diverse communities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 5 years of experience in retail banking or financial services management
• Proven track record of leading teams to achieve sales and service goals
• Strong understanding of banking regulations and compliance requirements
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced, client-focused environment
• Valid driver's license and willingness to travel within the Appleton area

Preferred Qualifications

• MBA or advanced degree in finance
• Experience managing a branch in a community bank or large financial institution
• Certification in financial planning or banking (e.g., CFP or ABA credentials)
• Bilingual proficiency in English and Spanish to serve diverse Appleton clients
• Previous leadership role in sales-driven financial services

Required Skills

• Leadership and team motivation
• Client relationship management
• Sales and negotiation techniques
• Financial product knowledge (e.g., mortgages, investments)
• Regulatory compliance expertise
• Problem-solving and decision-making
• Customer service orientation
• Data analysis for performance metrics
• Digital banking tools proficiency
• Conflict resolution
• Strategic planning
• Public speaking and presentation skills
• Time management
• Adaptability to market changes
• Cultural sensitivity for diverse client bases

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Parental leave and family care benefits
• Access to Chase's employee assistance program for financial and personal counseling

JP Morgan Chase is an equal opportunity employer.