Branch Operation Lead - LI Northwest - Garden City Park, NY
About The Position
As a Branch Operations Lead in a Chase branch, you will work closely with the Branch Manager, branch employees, and specialist teams to oversee branch operations and deliver a welcoming, high-quality client experience. You will help ensure financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role includes assisting clients with transactions, introducing self-service banking options, building client relationships, reviewing branch operations, and keeping the branch team informed about policies and procedures. You will also help the branch meet control expectations and operate smoothly and securely. Successful completion of the Branch Operations Lead Training Program is required before placement in the role. Travel may be required for in-person training and meetings. The position is at the Garden City Park, New York branch.
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.
- 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.
- Ability and interest in educating branch team members and partners.
- Strong client-engagement and relationship-building skills, including educating clients and referring them to specialists 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, and schedule meetings to build trusted relationships.
- Communicate clearly and politely to understand client needs, check clients into the waiting queue, and support a smooth branch visit.
- Lead branch operations, including management of cash devices such as the cash vault and ATM.
- Resolve client issues promptly and effectively while following bank policies and procedures.
- Introduce clients to branch employees and collaborate to support specialized financial needs and lasting relationships.
- Educate clients about self-service banking options that provide account access at any time.
- Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
- Keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
