About The Position

As a Branch Operations Lead at Chase, you support branch operations and help create a welcoming, memorable experience for clients and employees. You work closely with the Branch Manager, branch employees, and financial specialists to ensure client transactions are handled accurately and with care while following bank policies, procedures, and regulatory requirements. The role combines client service, operational leadership, and team communication. You assist clients with transactions, introduce them to self-service banking options, and build relationships that help meet their financial needs. You also review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations. You will successfully complete the Branch Operations Lead Training Program before being considered for placement in the role. Travel may be 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 adhere to policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organizational skills, with the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including a focus on transaction accuracy.
  • Ability to work collaboratively and educate branch teammates and partners.
  • Ability to build client relationships, educate clients, and refer them to specialists when appropriate.
  • Successful completion of 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 exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
  • Communicate clearly and politely to understand and address client needs, including checking clients into the waiting queue.
  • 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 employees and specialists to support their financial needs and provide seamless service.
  • Explain self-service banking options so clients can access their accounts at any time.
  • Support the Branch Manager in maintaining loss control, compliance, and audit standards.
  • Help keep the branch team informed about policies and procedures.
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