Branch Operations Lead - Chestnut Ridge, NY
About The Position
As a Branch Operations Lead in a Chase branch, you work closely with the Branch Manager, branch employees, and subject-matter experts to manage branch operations and provide welcoming, careful service to clients. You help ensure financial transactions are handled accurately and in accordance with bank policies, procedures, and regulatory requirements. The position combines direct client service with operational leadership. You assist clients with transactions, introduce them to self-service banking options, build trusted relationships, and support the branch team by reviewing operations and sharing updates about policies and procedures. You also help maintain strong controls, compliance, loss prevention, and audit readiness. Successful candidates must complete the Branch Operations Lead Training Program before placement and be able to travel as required for in-person training and meetings. The role requires availability for branch hours, including weekends and evenings.
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.
- Successfully complete the Branch Operations Lead Training Program before placement.
- Ability to follow policies, procedures, and regulatory banking requirements.
- Attention to detail, organization, and ability to manage multiple tasks.
- Leadership skills and operational proficiency, including ensuring transaction accuracy.
- Ability and interest in educating the branch team and partners about relevant updates.
- Strong client engagement and relationship-building skills, including educating clients and making referrals when appropriate.
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 environment and exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
- Communicate clearly and politely to understand client needs, check clients into the waiting queue, and help ensure smooth visits.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and accurately while following bank policies and procedures.
- Connect clients with branch colleagues and experts for specialized financial needs.
- Introduce clients to self-service banking options so they can access their accounts at any time.
- Work with the Branch Manager to maintain loss control, compliance, audit standards, and smooth, secure branch operations.
- Review branch operations and keep the branch team informed about policies and procedures.
- Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
