Branch Operations Lead - Diablo Hills Market, Walnut Creek, CA
About The Position
As a Branch Operations Lead at Chase, you will support branch operations while helping create a welcoming and memorable experience for clients and employees. Working closely with the Branch Manager, branch employees, and expert partners, you will ensure financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines direct client service with operational leadership. You will assist clients with transactions, introduce them to self-service banking options, and help build lasting relationships. You will also review branch operations, keep the team informed about policies and procedures, and help ensure the branch meets control expectations. Successful 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 travel as required for in-person training and meetings.
- Successfully complete the Branch Operations Lead Training Program before placement.
- Adhere to policies, procedures, and regulatory banking requirements.
- Maintain attention to detail and organization while managing multiple tasks.
- Demonstrate leadership and operational proficiency, with a focus on transaction accuracy and teamwork.
- Educate the branch team and partners and keep them informed.
- Build client relationships, educate clients, and refer them to expert partners 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 warmly and help them feel valued.
- Assist with transactions, manage lobby flow, schedule meetings, and build trusted client relationships.
- Communicate politely and clearly to understand and address client needs.
- Check clients into the waiting queue and anticipate their needs to help ensure a smooth visit.
- 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.
- Educate clients about self-service options for accessing their accounts.
- Support branch operations with the Branch Manager, including loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
