Branch Operations Lead - North San Jose Market - San Jose, CA
About The Position
As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and experts to support branch operations and ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. You help clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations. The role includes creating a welcoming branch atmosphere, greeting clients, managing lobby flow and waiting queues, scheduling meetings, resolving client issues, and connecting clients with the branch team and specialists. You lead operational activities, including managing cash devices such as the cash vault and ATM, and work with the Branch Manager to maintain loss-control, compliance, and audit standards. You must complete the Branch Operations Lead Training Program before being considered for placement and be able to travel as required for in-person training and meetings. The position is subject to Section 19 of the Federal Deposit Insurance Act; an employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. The position is located in San Jose, California, in the North San Jose Market.
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.
- Adherence to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
- Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
- Ability and interest in educating the branch team and partners.
- Ability to build meaningful client connections, educate clients, and refer them to experts when needed.
- Successful completion of the Branch Operations Lead Training Program before consideration for 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 and vibrant branch atmosphere and deliver an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely, understand client needs, and manage check-in and waiting-queue flow.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and effectively while following bank policies and procedures.
- Introduce clients to the branch team and coordinate service for specialized financial needs.
- Educate clients about self-service banking options.
- Support the Branch Manager with branch operations, loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
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.
- Additional benefits and programs based on eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
