Chase · 2 months ago
Regional Director Banking - Bay Area Region - San Francisco, CA
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
Director/Executive
$250K/yr - $300K/yr
10+ years expChase is committed to providing exceptional customer service and fostering a diverse and inclusive environment. The Regional Director plays a critical role in enhancing customer experience, driving business growth, and developing leadership within the organization.
BankingFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
Beneficial but not required: FINRA Series 7, 9/10 (or equivalent) or 66 (or equivalent)
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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