Branch Operations Lead - Wethersfield, CT

JPMorganChase • Wethersfield, CT

6d • Onsite

About The Position

At Chase, the Branch Operations Lead helps create a welcoming and memorable experience for clients and employees while building lasting relationships and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and experts, this role helps ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements.

The role combines client service with leadership of branch operations. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, manages lobby flow, and helps build trusted relationships. They also review branch operations, keep the team informed about policies and procedures, and support the branch in meeting 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 travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before placement.
• Ability to follow policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills, including the ability to manage multiple tasks.
• Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
• Ability to educate branch team members and partners about policies and procedures.
• Strong client engagement and relationship-building skills, including educating clients and making referrals to experts.

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 and address client needs, and build trusted relationships.
• Lead branch operations, including managing cash devices such as the cash vault and ATM.
• Resolve client issues promptly and consistently while following bank policies and procedures.
• Introduce clients to branch team members and work with the team to address specialized financial needs.
• Educate clients about self-service options for accessing their accounts.
• 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.

What This Job Offers

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