Branch Operations Lead - Maryland East Market - Annapolis, Maryland

JPMorganChase•Annapolis, MD

5d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and specialists to ensure client financial transactions are handled accurately and carefully in compliance with policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting client relationships. You also review branch operations and keep the team informed about current policies and procedures, helping the branch meet control expectations and provide a welcoming client experience. The role includes leading branch operations, managing cash devices, resolving client issues, supporting loss control, compliance, and audits, and helping the branch operate smoothly and securely. 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 complete the Branch Operations Lead Training Program before placement.
Ability to travel as required for in-person training and meetings.
Strong attention to detail and organizational skills.
Leadership and operational proficiency, including transaction accuracy.
Ability to adhere to policies, procedures, and regulatory banking requirements.
Ability to educate and inform branch team members and partners.
Ability to build client relationships, educate clients, and refer them to specialists when needed.
Ability to collaborate effectively in a team environment.

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 and address client needs.
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 coordinate support for specialized financial needs.
Explain self-service options that help clients access their accounts at any time.
Work with the Branch Manager to maintain standards for loss control, compliance, and 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.