About The Position

At Chase, the Branch Operations Lead helps create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and other experts, this role supports branch operations and ensures client financial transactions are handled accurately and with care while following bank policies, procedures, and regulatory requirements. The role combines client-facing service with operational leadership. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, and builds relationships. They also review branch operations, keep the team informed about policies and procedures, and help ensure the branch meets control expectations. The position requires successful completion of the Branch Operations Lead Training Program before placement, as well as travel as 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 travel as required for in-person training and meetings.
  • Successful completion of the Branch Operations Lead Training Program before being considered for placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Attention to detail and strong organizational skills to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy.
  • Ability to work collaboratively and educate the branch team and partners.
  • Ability to build client relationships, educate clients, and refer them to team experts 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 atmosphere and exceptional client experience.
  • Greet clients, demonstrate care and concern, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
  • Communicate clearly and politely to understand and address clients’ needs, and anticipate needs while checking clients into the waiting queue.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively, with attention to detail and adherence to bank policies and procedures.
  • Introduce clients to the branch team and work with colleagues to provide seamless service and address specialized financial needs.
  • Explain self-service banking options to help clients access their accounts at any time.
  • Work with the Branch Manager on branch operations, including loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about current policies and procedures.
  • Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.
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