Branch Operations Lead - WA West Market - Tacoma, WA and Surrounding Areas
About The Position
As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and other experts to support branch operations and provide a welcoming, exceptional client experience. You help ensure financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. You also introduce clients to self-service banking options and build trusted relationships. The role includes leading branch operations, managing cash devices, resolving client issues, and keeping the branch team informed about policies and procedures. In partnership with the Branch Manager, you help maintain strong loss-control, compliance, and audit standards. Successful completion of the Branch Operations Lead Training Program is required before placement, and travel may be needed 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.
- Attention to detail, organization, and ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy.
- Ability to work collaboratively and educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to experts 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 an 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 clients’ needs and help them effectively.
- 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.
- Connect clients with branch employees and experts to support specialized financial needs and build lasting relationships.
- Introduce clients to self-service options for accessing their accounts.
- Support the Branch Manager in maintaining loss control, compliance, audit standards, and smooth branch operations.
- Help educate the branch team 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
