Branch Manager - Santa Barbara Market - Santa Barbara, CA and Surrounding Areas

Location: Santa Barbara, CA, United States

Job Family: Branch Managers

About the Role

As a Branch Manager in the Santa Barbara Market at JPMorgan Chase, you will lead a dynamic team in delivering unparalleled client experiences while driving business growth in one of California's most vibrant coastal regions. Embodying our core values of hospitality and care, you will oversee operations for the Santa Barbara branch and surrounding areas, ensuring every interaction reflects the prestige and reliability of JPMorgan Chase. This role demands a passion for financial services, where you'll inspire your team to exceed sales targets for products like Chase checking accounts, mortgages, and wealth management solutions, all while navigating the unique demands of an affluent, community-oriented market. Your leadership will be pivotal in fostering a high-performance culture that prioritizes client needs and employee development. You'll manage daily branch activities, from compliance with stringent banking regulations to innovative sales strategies tailored to local demographics, including tech-savvy professionals and small business owners in Santa Barbara. Collaborating with regional executives, you'll implement JPMorgan Chase's strategic initiatives, such as digital banking integrations and sustainable finance programs, to position the branch as a trusted community pillar. Expect to travel within the market to support satellite locations and build partnerships with local influencers. Success in this role requires a blend of financial acumen and interpersonal finesse, as you'll coach your team on everything from personalized financial advice to crisis resolution. At JPMorgan Chase, we invest in your growth through robust training and career advancement opportunities, ensuring you thrive in a supportive environment that values innovation and integrity. Join us to make a meaningful impact in Santa Barbara's financial landscape, where exceptional service meets world-class banking.

Key Responsibilities

• Lead and motivate a team of bankers and associates to deliver exceptional client experiences in the Santa Barbara market
• Drive branch performance by achieving sales goals for deposit, loan, and investment products
• Ensure compliance with all federal and state banking regulations, including anti-money laundering protocols
• Foster a culture of hospitality and care, embodying JPMorgan Chase's client-first philosophy
• Manage daily branch operations, including staffing, budgeting, and facility maintenance
• Build and maintain relationships with local businesses and community organizations in Santa Barbara and surrounding areas
• Coach team members on product knowledge and sales techniques to enhance client satisfaction
• Monitor market trends and competitor activities to identify growth opportunities
• Conduct regular performance reviews and develop talent within the branch
• Collaborate with regional leadership to implement strategic initiatives

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 high-performing teams in a customer-facing environment
• Strong understanding of banking regulations and compliance standards
• Experience in sales leadership and achieving financial targets
• Valid driver's license and ability to travel within the Santa Barbara market and surrounding areas
• Series 6 and 63 licenses or willingness to obtain within 90 days

Preferred Qualifications

• MBA or advanced degree in finance
• 7+ years in branch operations or retail banking leadership
• Experience managing branches in affluent markets like Santa Barbara
• Bilingual proficiency in Spanish, given the diverse community
• Previous exposure to JPMorgan Chase products and services

Required Skills

• Leadership and team management
• Customer relationship building
• Sales and negotiation expertise
• Financial product knowledge (loans, investments, deposits)
• Regulatory compliance and risk management
• Strategic planning and execution
• Communication and presentation skills
• Problem-solving and decision-making
• Data analysis for performance metrics
• Coaching and employee development
• Adaptability to market changes
• Proficiency in banking software and CRM tools
• Community engagement and networking
• Time management in a fast-paced environment
• Emotional intelligence for client interactions

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 including gym memberships and mental health support
• Parental leave and family care benefits
• Access to JPMorgan Chase's global career mobility opportunities

JP Morgan Chase is an equal opportunity employer.