Branch Operations Lead - Yuma West Branch- Yuma, AZ

JPMorganChase•Yuma, AZ

1d•Onsite

About The Position

As a Branch Operations Lead at Chase, you will support branch operations while helping create a welcoming experience for clients and employees. You will work closely with the Branch Manager, branch employees, and other experts to ensure client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role includes assisting clients with transactions, introducing self-service banking options, and building lasting client relationships. You will lead day-to-day branch operations and help keep the branch team informed about policies and procedures. You will also support the Branch Manager in maintaining operational standards, loss control, compliance, and audit readiness. Successful completion of the Branch Operations Lead Training Program is required before placement in the role, 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, with the ability to manage multiple tasks.
Leadership skills and operational proficiency, including a focus on transaction accuracy.
Ability to work collaboratively and educate branch teammates and partners.
Ability to build client relationships, educate clients, and refer them to experts when needed.
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 deliver an exceptional client experience.
Greet clients, demonstrate care and concern, assist with transactions, manage lobby flow, and schedule meetings.
Communicate politely and clearly to understand clients' needs and help them navigate their branch visit, including checking them into 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 employees and work with the team to build relationships and address specialized financial needs.
Explain self-service options to help clients access their accounts at any time.
Work with the Branch Manager to support branch operations and maintain standards for loss control, compliance, and audits.
Help educate the branch team and partners and keep them informed about policies and procedures.
Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.