About The Position

As a Branch Operations Lead in a Chase Branch, you support branch operations and work closely with the Branch Manager, branch employees, and other experts. You help ensure clients’ financial transactions are handled accurately and carefully in accordance with bank 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 branch team informed about current policies and procedures. The role helps the branch meet control expectations and deliver a welcoming, positive client experience. The role requires successful completion of the Branch Operations Lead Training Program 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.
  • Adhere to 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 and interest in educating the branch team and partners.
  • Ability to build client relationships, educate clients, and refer them to experts when appropriate.
  • Successfully complete the Branch Operations Lead Training Program before placement.
  • Ability to travel as required for in-person training and meetings.

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 atmosphere and exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and anticipate client needs while checking them into the waiting queue.
  • Communicate clearly and politely to understand and assist clients.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and effectively while adhering to bank policies and procedures.
  • Introduce clients to branch team members and work together to address specialized financial needs and build relationships.
  • Educate clients about self-service banking options.
  • Work with the Branch Manager on branch operations, including loss control, compliance, and audits.
  • Review branch operations and keep the team informed about policies and procedures.
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