Branch Operations Lead - Orangeburg, NY

JPMorgan Chase & Co.•Orangeburg, NY
•$29 - $35•Onsite

About The Position

At Chase, the Branch Operations Lead works in a branch alongside the Branch Manager, branch employees, and other experts to ensure clients’ 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, helping clients use self-service banking options and building lasting relationships. The lead supports a welcoming branch environment, manages branch operations and cash devices such as the cash vault and ATM, and helps resolve client issues. They review operations and keep the branch team informed about current policies and procedures. In partnership with the Branch Manager, they help maintain strong standards for 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.
  • 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 willingness to educate branch team members and partners.
  • Client engagement and relationship-building skills, including educating clients and referring them to experts 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, schedule meetings, and build trusted relationships.
  • Communicate clearly and politely, understand client needs, and check clients into the waiting queue to support a smooth visit.
  • 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 branch team members and work with the team to support specialized financial needs and deliver seamless service.
  • Share self-service banking options with clients.
  • Work with the Branch Manager on branch operations, loss control, compliance, and audits.
  • 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.

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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