Branch Operations Lead - Simi Valley Market - Camarillo, Simi Valley, Thousand Oaks, CA
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 ensure clients’ financial transactions are handled accurately and with care, in accordance with bank policies, procedures, and regulatory requirements. You will help create a welcoming client experience, build lasting relationships, and introduce clients to self-service banking options. The role leads day-to-day branch operations, including cash devices such as the cash vault and ATM, and supports loss control, compliance, and audits. You will review branch operations and keep the team informed about policies and procedures. Placement as a Branch Operations Lead requires successful completion of the Branch Operations Lead Training Program. Travel is required as needed for in-person training and meetings. The position is subject to Section 19 of the Federal Deposit Insurance Act; an offer is contingent on JPMorganChase’s review of criminal conviction history, 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 travel as required for in-person training and meetings.
- Successful completion of the Branch Operations Lead Training Program before placement.
- Adherence to policies, procedures, and regulatory banking requirements.
- Attention to detail, organization, and ability to manage multiple tasks.
- Leadership and operational proficiency, with a focus on transaction accuracy and teamwork.
- Ability and interest in educating branch team members and partners.
- Strong client engagement and relationship-building skills, including educating clients and referring 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 an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
- Communicate clearly and politely to understand clients’ needs, check them into the waiting queue, and help ensure a smooth visit.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and effectively while maintaining accuracy and following bank policies and procedures.
- Introduce clients to the branch team and work collaboratively to support specialized financial needs and lasting client relationships.
- Share self-service banking options with clients.
- Work with the Branch Manager to maintain high standards for loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
