Branch Operations Lead - Worcester Gold Star Branch

JPMorgan Chase - Worcester, MA

Full-time - Entry Level

Worcester, MA

Credit Intermediation and Related Activities

About the position

The Branch Operations Lead Trainee in Branch Banking is responsible for ensuring exceptional customer experiences while managing branch operations. This role involves collaborating with the Branch Manager and branch employees to facilitate accurate and efficient financial transactions, adhering to banking policies and regulations. The position emphasizes building relationships with customers, providing tailored financial education, and supporting the branch's operational integrity.

Responsibilities

• Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
• Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
• Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
• Introduces customers to the branch team who will build relationships and assist with specialized financial needs
• Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards

Requirements

• High school degree, GED, or foreign equivalent
• Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
• Availability to work Branch hours including weekends and some evenings

Nice-to-haves

• Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
• Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
• Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
• Some College level or military equivalent or 2+ years of branch banking experience

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching