About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and subject-matter experts to support branch operations and provide a welcoming, memorable client experience. You will handle client financial transactions accurately and carefully while following bank policies, procedures, and regulatory requirements. You will also help clients build lasting relationships with the branch team and introduce them to self-service banking options. The role includes leading day-to-day branch operations, managing cash devices, supporting controls and compliance, and keeping the branch team informed about policies and procedures. You will complete the Branch Operations Lead Training Program before placement and travel as 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.
  • Ability to complete the Branch Operations Lead Training Program before placement.
  • Attention to detail, organization, and ability to manage multiple tasks.
  • Leadership and operational proficiency, including ensuring transaction accuracy.
  • Commitment to policies, procedures, and regulatory banking requirements.
  • Ability to collaborate and educate branch teams and partners.
  • Ability to build client connections, educate clients, and make referrals to experts.

Nice To Haves

  • At least 6 months of Associate Banker (Teller) experience.
  • College degree or military equivalent.
  • Mandarin and English bilingual ability.

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, schedule meetings, and check clients into the waiting queue.
  • Communicate politely and clearly to understand client needs, resolve issues, and build trusted relationships.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Follow bank policies and procedures while maintaining accuracy and consistency in transactions and issue resolution.
  • Introduce clients to branch employees and work with the team to address specialized financial needs.
  • Educate clients about self-service banking options.
  • Support branch loss control, compliance, audits, and the smooth and secure operation of the branch.
  • Help educate branch employees 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.
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