Branch Operations Lead - Multiple locations - San Carlos, CA
About The Position
As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and other specialists to support branch operations and deliver a welcoming, effective client experience. You will help ensure financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines client service and relationship-building with operational leadership, including keeping the branch team informed about policies and procedures and helping the branch meet control expectations. The position involves assisting clients with transactions, introducing them to self-service banking options, managing lobby flow, and scheduling meetings. You will also oversee operational activities and cash devices, resolve client issues, and work with the Branch Manager to maintain loss-control, compliance, and audit standards. 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.
- Adherence to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organization, with the ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy and collaborative teamwork.
- Ability and interest in educating branch team members and partners.
- Strong client-engagement and relationship-building skills, including educating clients and referring them to specialists when appropriate.
- 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, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely with clients, understand their needs, and manage their check-in and waiting-queue experience.
- 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 team members and work with the team to support specialized financial needs and lasting client relationships.
- Educate clients about self-service banking options.
- Work with the Branch Manager on branch operations, loss control, compliance, and audits.
- Keep the branch team informed about current 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
