Branch Operation Lead - LI Northwest - Garden City Park, NY

JPMorganChase • Garden City, NY

12d • Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and a team of experts to oversee branch operations and help create a welcoming client experience. You will handle client financial transactions accurately and carefully while following bank policies, procedures, and regulatory requirements. You will also introduce clients to self-service banking options, build trusted relationships, and help address specialized financial needs through referrals to the branch team.

You will lead operational activities, including cash-device management, and help maintain high standards for loss control, compliance, and audits. You will review branch operations and keep the branch team informed about policies and procedures. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program and be able to travel as required for in-person training and meetings.

Requirements

• At least 1 year of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and evenings.
• Ability to travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before placement.
• Ability to adhere to policies, procedures, and regulatory banking requirements.
• Attention to detail and organizational skills to manage multiple tasks.
• Leadership skills and operational proficiency, including transaction accuracy.
• Ability to educate the branch team and partners about relevant information.
• Ability to build client relationships, educate clients, and refer them to experts when needed.

Nice To Haves

• At least 6 months of Associate Banker (Teller) experience.
• College degree or military equivalent.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming branch atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Communicate clearly and politely, anticipate client needs, and manage client check-in for the waiting queue.
• Lead branch operations, including management of cash devices such as the cash vault and ATM.
• Resolve client issues promptly and effectively while following bank policies and procedures.
• Introduce clients to branch employees and collaborate with the team to provide seamless service and support specialized financial needs.
• Educate clients about self-service options for accessing their accounts.
• Support the Branch Manager in maintaining loss-control, compliance, and audit standards and ensuring smooth, secure branch operations.
• Review branch operations and keep the branch team informed about policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED