Branch Operations Lead - (New Build) Zelda Rd - Montgomery, AL

JPMorgan Chase & Co.•Montgomery, TX
•Onsite

About The Position

As a Branch Operations Lead at Chase, you help create a welcoming, inclusive branch experience while ensuring clients’ financial transactions are handled accurately and in compliance with bank policies, procedures, and regulatory requirements. You work closely with the Branch Manager, branch employees, and specialist teams to support daily branch operations and build lasting client relationships. The role includes assisting clients with transactions, managing lobby flow, resolving client issues, and introducing clients to self-service banking options. You also review branch operations, keep the team informed about policies and procedures, and help maintain strong standards for loss control, compliance, and audits. Successful completion of the Branch Operations Lead Training Program is required before placement, and travel may be required for in-person training and meetings.

Requirements

  • Adhere to policies, procedures, and regulatory banking requirements.
  • Maintain attention to detail and organization while managing multiple tasks.
  • Demonstrate leadership and operational proficiency, ensure transaction accuracy, and work collaboratively.
  • Educate branch team members and partners and keep them informed.
  • Build connections with clients, educate them, and refer them to specialists when appropriate.
  • At least 1 year of retail banking experience.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and evenings.
  • Successfully complete the Branch Operations Lead Training Program before placement.
  • Ability to travel as required for in-person training and meetings.

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 an exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
  • Communicate clearly and politely, understand clients’ needs, and manage their check-in to the waiting queue.
  • Lead branch operations, including managing 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 work with the team to address specialized financial needs.
  • Educate clients about self-service banking options.
  • Support the Branch Manager in maintaining loss control, compliance, and audit standards.
  • Review branch operations and keep the branch team informed about policies and procedures.

Benefits

  • Competitive total rewards package, including base salary.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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