Stacey Ruiz
Branch Operations Lead at JPMorgan Chase & Co
- Role
- Branch Operations Lead at JPMorganChase
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Stacey Ruiz
Very energized leadership skills Strong sense of responsibility and…
Experience
Branch Operations Lead
Jan 2023 — Present · Denver, CO, US
Support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking.~Support the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards.~Introduce customers to the branch team who will build relationships and assist with specialized financial needs.~Manger on duty responsibilities include overseeing daily operations, ensuring employee productivity monitoring efficiency of all processes, and creating a positive work environment for employees.~Oversee opening and closing operations in compliance with the current company policy and procedures.~Schedule and perform vault and cash box audits.~Complete monthly ICSC and conduct weekly Ops meetings with Branch Manager.~Follow up and resolve issues identified through Branch Dashboard.
Skills
- Mutual Funds
- Retirement Planning
- Retirement
- Sales
- Wealth Management
- Management
- Financial Services
- Budgets
- Finance
- Customer Service
- Series 63
- Investments
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