Branch Operations Lead - Arthur Godfrey - Miami Beach, FL

JPMorganChase•Miami Beach, FL
•Onsite

About The Position

At Chase, the Branch Operations Lead helps create welcoming, memorable experiences for clients and employees while building lasting relationships and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and expert teams, this role leads branch operations and ensures client transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The position assists clients with transactions, introduces them to self-service banking options, and builds trusted relationships. It also involves reviewing branch operations, keeping the team informed about policies and procedures, and helping the branch meet control expectations. The Branch Operations Lead supports a smooth, secure, and welcoming branch environment. The role requires completing Chase’s Branch Operations Lead Training Program before placement and traveling 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.
  • Adhere 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 ensuring transaction accuracy.
  • Ability to work collaboratively and educate branch team members and partners.
  • Ability to build meaningful client relationships, educate clients, and refer them to experts when appropriate.
  • Successfully complete the Branch Operations Lead Training Program before placement.
  • 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, vibrant branch atmosphere and exceptional client experience.
  • Greet clients, demonstrate care and concern, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
  • Communicate clearly and politely to understand clients’ needs and assist them effectively.
  • Anticipate client needs while checking them into the waiting queue and help ensure a smooth branch visit.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively while maintaining accuracy and adhering to bank policies and procedures.
  • Introduce clients to branch team members and collaborate to support specialized financial needs and deliver seamless service.
  • Explain self-service options that allow clients to access their accounts at any time.
  • Work with the Branch Manager on branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about current 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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