Branch Operations Lead - Troup Hwy Branch - Tyler, TX.

JPMorganChase•Tyler, TX
•Onsite

About The Position

As a Branch Operations Lead at a Chase Branch, you will work closely with the Branch Manager, branch employees, and other experts to support branch operations and deliver a welcoming, high-quality client experience. You will handle clients’ financial transactions accurately and with care while following bank policies, procedures, and regulatory requirements. You will also help clients use self-service banking options and build lasting relationships with them. The role includes leading branch operations, managing cash devices, reviewing operations, and keeping the branch team informed about policies and procedures. You will work with the Branch Manager to uphold control expectations and support loss control, compliance, audits, and secure branch operations. Before placement, you must successfully complete the Branch Operations Lead Training Program and be able to 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.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Ability to adhere to policies, procedures, and regulatory banking requirements.
  • Attention to detail, organization, and ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy.
  • Ability to educate and inform branch team members and partners.
  • Strong client engagement and relationship-building skills, including educating clients and referring them to experts when appropriate.

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 check clients into the waiting queue.
  • Communicate clearly and politely to understand client needs, provide assistance, and build trusted relationships.
  • 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.
  • Introduce clients to branch employees and work with the team to address specialized financial needs.
  • Educate clients about self-service options that let them access their accounts at any time.
  • Support the Branch Manager with branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.
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