About The Position

At Chase, the Branch Operations Lead works at the heart of branch operations alongside the Branch Manager, branch employees, and expert teams. The role ensures clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The Lead assists clients with transactions, introduces self-service banking options, and builds lasting client relationships. The position also reviews branch operations and keeps the branch team informed about policies and procedures, helping 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. The Branch Operations Lead works with the Branch Manager to support branch operations, loss control, compliance, and audits. Completion of the Branch Operations Lead Training Program is required before placement, and 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.
  • 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 interest in educating branch team members and partners.
  • Ability to build client relationships, educate clients, and refer them to experts when needed.
  • 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, demonstrate care during interactions, assist with transactions, manage lobby flow, schedule meetings, and check clients 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 promptly and accurately while following bank policies and procedures.
  • Connect clients with branch employees and experts to address specialized financial needs and build lasting relationships.
  • Introduce clients to self-service banking options.
  • Work with the Branch Manager to support branch operations and maintain standards for loss control, compliance, and audits.
  • Review branch operations and keep the branch 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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