Branch Operations Lead - Milford, CT

JPMorganChase•Milford, CT

5d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create memorable experiences for clients and employees by building relationships, exceeding expectations, and supporting an inclusive branch environment. Working closely with the Branch Manager, branch employees, and specialists, this role ensures client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines client service with operational leadership. The Branch Operations Lead assists clients with transactions, introduces self-service banking options, builds relationships, and helps manage lobby flow. They also review branch operations, keep the team informed about policies and procedures, and help the branch meet control expectations. 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.
Ability to 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 maintaining transaction accuracy.
Ability to work collaboratively and educate branch team members and partners.
Ability to build client relationships, educate clients, and refer them to specialists when appropriate.
Successful completion of 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 branch atmosphere and provide exceptional client experiences.
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, assist them, and manage their check-in and place in the waiting queue.
Lead branch operations, including managing cash devices such as the cash vault and ATM.
Resolve client issues promptly and effectively while following bank policies and procedures.
Connect clients with branch employees and specialists to provide seamless service and support specialized financial needs.
Educate clients about self-service banking options that allow them to access their accounts at any time.
Work with the Branch Manager to support branch operations and maintain standards for 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.