Jason Phillips
About Jason Phillips
Jason Phillips is a Branch Manager at Patelco Credit Union in San Francisco, California, with extensive experience in the banking sector, including previous roles at JPMorgan Chase and Bank of America. He specializes in regulatory compliance, risk mitigation, operations management, and staff leadership.
Work at Patelco Credit Union
Jason Phillips has served as Branch Manager at Patelco Credit Union since 2016. In this role, he oversees branch operations in San Francisco, California, ensuring compliance with banking regulations and internal policies. His responsibilities include managing staff, conducting audits, and fostering community relationships. Under his leadership, the branch focuses on providing excellent customer service and operational efficiency.
Previous Experience at JPMorgan Chase
Prior to his current position, Jason Phillips worked at JPMorgan Chase from 2008 to 2011 as a Manager. During his three years there, he gained valuable experience in regulatory compliance and risk mitigation. His role involved overseeing branch operations and ensuring adherence to banking policies, which contributed to his expertise in the financial sector.
Experience at Bank of America
From 2011 to 2016, Jason Phillips held the position of AVP Banking Center Manager at Bank of America. In this five-year role, he managed branch operations and staff, focusing on performance data analysis to enhance cost-effectiveness and operational efficiencies. His leadership skills were instrumental in developing staff and maintaining high standards of service.
Education and Expertise
Jason Phillips possesses expertise in regulatory compliance and risk mitigation within the banking sector. He has strong analytical skills, particularly in operations management and budgeting. His experience includes conducting branch audits and ensuring adherence to bank policies and procedures, which are critical components of effective branch management.
Leadership and Staff Management Skills
Jason Phillips is skilled in leadership development and staff management. He fosters strong relationships across all levels within the community, emphasizing the importance of teamwork and collaboration. His ability to manage and develop staff contributes to a positive work environment and enhances branch performance.