Branch Operations Lead - LBJ & Abrams - Dallas, TX
About The Position
As a Branch Operations Lead in a Chase Branch, you support branch operations in partnership with the Branch Manager, branch employees, and subject-matter experts. You help ensure client transactions are handled accurately and carefully in compliance with bank policies, procedures, and regulatory requirements. The role combines client service and relationship building with oversight of branch operations and controls. You assist clients with transactions, introduce self-service banking options, and help build lasting relationships. You review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations. The position requires completion of the Branch Operations Lead Training Program before placement and travel as 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.
- Adherence to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organizational skills, with the ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy and collaborative teamwork.
- Ability and interest in educating branch team members and partners.
- Ability to build client connections, educate clients, and refer them to subject-matter experts as needed.
- Successful completion of 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 branch atmosphere and provide exceptional client experiences.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely to understand clients’ needs, assist them, and manage their place in the waiting queue.
- 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 team members and work collaboratively to address specialized financial needs.
- Share self-service banking options with clients.
- Support branch operations with the Branch Manager, including loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package.
- 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
