Branch Operations Lead - Tampa Bay Northeast - Wesley Chapel, FL

JPMorgan Chase & Co. • Wesley Chapel, FL

7d • Onsite

About The Position

At Chase, the Branch Operations Lead is at the heart of branch operations and works closely with the Branch Manager, branch employees, and specialists. The role ensures clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The Lead assists clients with transactions, introduces self-service banking options, and builds lasting client relationships. They also review branch operations and keep the team informed about current policies and procedures, helping the branch meet control expectations.

The role supports a welcoming client experience by greeting clients, managing lobby flow, scheduling meetings, and connecting clients with the branch team and specialists. It leads operational activities, including managing cash devices such as the cash vault and ATM, resolving client issues, and supporting loss control, compliance, and audits. Successful completion of the Branch Operations Lead Training Program is required before placement. 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, including the ability to manage multiple tasks.
• Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
• Passion for educating the branch team and partners and keeping them informed.
• Ability to build client connections, educate clients, and refer them to specialists when needed.
• Ability to travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before 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, 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 to 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.
• Introduce clients to the branch team and collaborate to address specialized financial needs and deliver seamless service.
• Share self-service banking options with clients.
• Work with the Branch Manager to support branch operations, maintain loss-control and compliance standards, and support audits.
• Review branch operations and keep the branch team informed about policies and procedures.
• Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.

Benefits

• Competitive total rewards package, including base salary.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED