Branch Operations Lead - North Tarrant Market - Fort Worth, TX.

JPMorganChase•Fort Worth, TX

3d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create a welcoming and memorable experience for clients and employees while building lasting relationships and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and a team of experts, this role helps ensure client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines client service with leadership of branch operations. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, and supports relationship building. The position also reviews branch operations and keeps the branch team informed about current policies and procedures, helping the branch meet control expectations. Successful completion of the Branch Operations Lead Training Program is required before consideration for placement in the role. 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 adhere to policies, procedures, and regulatory banking requirements.
Attention to detail and strong organizational skills, including the ability to manage multiple tasks.
Leadership skills and operational proficiency, with a focus on transaction accuracy.
Ability to work collaboratively and educate branch team members and partners.
Ability to build client connections, educate clients, and refer them to the appropriate team of experts.
Ability to travel as required for in-person training and meetings.
Successful completion of the Branch Operations Lead Training Program before consideration for placement.

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, demonstrate care and concern, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
Communicate clearly and politely to understand clients’ needs and assist them effectively.
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.
Connect clients with branch employees and experts to support specialized financial needs and build lasting relationships.
Introduce clients to self-service banking options so they can access their accounts at any time.
Work with the Branch Manager to support 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 consideration for placement.
Travel as required for in-person training and meetings.