About The Position

As a Branch Operations Lead at Chase, you will support branch operations and work closely with the Branch Manager, branch employees, and specialists to provide a welcoming and effective client experience. You will handle client financial transactions accurately and carefully while following bank policies, procedures, and regulatory requirements. The role also includes helping clients use self-service banking options and building trusted client relationships. You will lead operational activities, keep the branch team informed about policies and procedures, and help the branch meet control expectations. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program. Travel is required as needed 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.
  • Ability to adhere 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, including transaction accuracy and collaborative teamwork.
  • Ability and interest in educating the branch team and partners.
  • Strong client engagement and relationship-building skills, including educating clients and referring them to specialists when needed.
  • Successful completion of the Branch Operations Lead Training Program before placement in the role.

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 to understand client needs, assist them, and manage their place in the waiting queue.
  • 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 colleagues and work together to support specialized financial needs.
  • Explain self-service banking options to help clients access their accounts at any time.
  • Support branch operations with the Branch Manager, including loss control, compliance, and audits.
  • Keep the branch team informed about policies and procedures.
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