About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and expert teams to ensure client financial transactions are handled accurately and with care while complying with bank policies, procedures, and regulatory requirements. You will help create a welcoming client experience, assist with transactions, introduce clients to self-service banking options, and build lasting relationships. You will also review branch operations and keep the team informed about policies and procedures. The role supports high standards for controls, compliance, loss prevention, and audits. 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.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Strong adherence to policies, procedures, and regulatory banking requirements.
  • Attention to detail, organization, and ability to manage multiple tasks.
  • Leadership and operational proficiency, including transaction accuracy.
  • Ability to educate branch employees and partners about policies and procedures.
  • Ability to build client connections, educate clients, and refer them to expert teams 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 experiences.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
  • Communicate clearly and politely to understand client needs, resolve issues, and build trusted relationships.
  • Lead branch operations, including management of cash devices such as the cash vault and ATM.
  • Introduce clients to branch employees and coordinate support for specialized financial needs.
  • Explain self-service banking options to help clients access their accounts at any time.
  • Work with the Branch Manager to maintain standards for loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.
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