Branch Operations Lead - Northern Coast San Diego Market and Surrounding Areas
About The Position
As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and other experts to support accurate, secure, and client-focused branch operations. You will assist clients with financial transactions, introduce them to self-service banking options, and build lasting relationships. You will also review branch operations and keep the team informed about current policies and procedures, helping the branch meet control expectations. The role includes greeting clients, managing lobby flow and appointments, addressing client issues, and overseeing operational activities such as cash vaults and ATMs. You will support loss control, compliance, and audits, and help the team provide seamless service for clients with specialized financial needs. Successful completion of the Branch Operations Lead Training Program is required before placement. 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.
- Strong attention to detail and organization, with the ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy and collaborative teamwork.
- Ability and enthusiasm to educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to experts 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 deliver an 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, check clients into the waiting queue, and help ensure smooth visits.
- Lead branch operations, including management of 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 collaboratively to address specialized financial needs.
- Educate clients about self-service banking options.
- Support the Branch Manager in branch operations, including loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package, including a 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
