Branch Operations Lead - North San Jose Market - San Jose, CA

JPMorganChase • San Jose, CA

5d • Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and other experts to deliver a welcoming client experience and ensure financial transactions are handled accurately and carefully in compliance with bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations, keep the branch team informed about policies and procedures, and help the branch meet control expectations.

The role includes leading branch operations, managing cash devices, resolving client issues, and supporting loss control, compliance, and audits. Successful completion of the Branch Operations Lead Training Program is required before placement. Travel may be required for in-person training and meetings. Employment is contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act, including pretrial diversions or program entries.

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 adhere to policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills 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 about policies and procedures.
• Ability to build client connections, educate clients, and refer them to experts when appropriate.
• Ability to travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before placement.
• Employment offer contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act.

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 provide an exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
• Communicate clearly and politely to understand and address client needs, demonstrating care and concern.
• 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 the branch team and work together to support specialized financial needs and build lasting relationships.
• Educate clients about self-service options for accessing their accounts.
• Support the Branch Manager with branch operations, including loss control, compliance, and audits.
• Review branch operations and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED