Branch Operations Lead - Penrose Plaza Branch - Philadelphia, PA

JPMorganChase • Philadelphia, PA

5d • Onsite

About The Position

As a Branch Operations Lead in a Chase branch, you work closely with the Branch Manager, branch employees, and other experts to ensure accurate, careful handling of clients’ financial transactions in accordance with policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships.

You lead branch operations and help keep the team informed about policies and procedures. In partnership with the Branch Manager, you support a welcoming client experience and maintain operational standards for loss control, compliance, and audits. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program and be able to 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 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 ensuring transaction accuracy.
• Ability to educate and inform branch team members and partners.
• Ability to build client relationships, educate clients, and refer them to experts when needed.

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 check clients into the waiting queue.
• Communicate clearly and politely to understand and address clients’ needs, building trusted relationships.
• 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.
• Introduce clients to branch team members and help connect them with specialists for their financial needs.
• Explain self-service banking options to help clients access their accounts at any time.
• Work with the Branch Manager to support branch operations and maintain standards for loss control, compliance, and audits.
• Keep the branch team informed about policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED