About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and the team of experts to ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations and keep the branch team informed about current policies and procedures. Your leadership helps the branch meet control expectations and provide a welcoming client experience. The role includes leading branch operations and managing cash devices, such as the cash vault and ATM. You support the Branch Manager with loss control, compliance, audits, and the smooth and secure operation of the branch. Before placement, you must successfully complete the Branch Operations Lead Training Program. Travel is required as needed 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.
  • Must successfully complete the Branch Operations Lead Training Program before being considered for placement.
  • Adherence to policies, procedures, and regulatory banking requirements.
  • Attention to detail and strong organizational skills, including the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
  • Ability and enthusiasm to educate branch team members and partners.
  • Ability to build client relationships, educate clients, and refer them to the team of 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 anticipate client needs while checking them into the waiting queue.
  • Communicate clearly and politely to understand and address client needs.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively while following bank policies and procedures.
  • Introduce clients to branch employees and collaborate to address specialized financial needs and build lasting relationships.
  • Educate clients about self-service banking options.
  • Work with the Branch Manager to maintain high standards for loss control, compliance, and audits.
  • Review branch operations and keep the 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.
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