Branch Operation Lead - Cicero, NY
About The Position
At Chase, the Branch Operation Lead represents the brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. The position contributes to branch success by delivering exceptional client experiences, building trusted relationships, sharing product knowledge, and helping clients achieve their financial goals. The role includes welcoming and assisting clients as they arrive, managing lobby traffic and appointments, handling account servicing and new account openings, educating clients about banking services and self-service technology, and carrying out branch operations involving cash devices. The employee must follow applicable bank policies, procedures, and regulatory requirements.
Requirements
- Ability to put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
- Ability to build trusted relationships and demonstrate genuine care and concern in client interactions.
- Ability to communicate clearly and politely, engage clients, understand their needs, and anticipate what they may need.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to work collaboratively with a team to deliver seamless service.
- Ability to learn products, services, and procedures quickly and accurately.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
Nice To Haves
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
Responsibilities
- Welcome clients and provide attentive, friendly service; use a tablet to manage lobby traffic, check clients into the waiting queue, and schedule or cancel meetings.
- Provide account servicing and maintenance and open new accounts while complying with policies, procedures, and regulatory and banking requirements.
- Educate and assist clients with day-to-day banking transactions and self-service options, including the Chase Mobile App, Chase.com, and ATMs.
- Build client relationships by listening actively, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions; partner with branch team members to support clients’ financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault and ATM, while adhering to bank policies and procedures.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Eligible employees may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
