Branch Operations Lead - Clifton Van Houten Branch - New Jersey Passaic Essex Market
About The Position
The Branch Operations Lead supports daily operations at a Chase branch, working closely with the Branch Manager, branch employees, and specialized teams. The role helps ensure client transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. It also contributes to a welcoming client experience by assisting with transactions, managing lobby flow, building client relationships, and introducing clients to self-service banking options. The Branch Operations Lead reviews branch operations and keeps the team informed about policies and procedures. The role supports operational controls, loss prevention, compliance, and audits, and helps resolve client issues. 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.
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 adhere to policies, procedures, and regulatory banking requirements.
- Strong attention to detail, organization, and ability to manage multiple tasks.
- Leadership skills and operational proficiency, including transaction accuracy.
- Ability to educate and inform branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to experts when appropriate.
- 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 exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate with clients to understand and address their needs, check them into the waiting queue, and help ensure smooth visits.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and accurately while following bank policies and procedures.
- Introduce clients to branch employees and work with the team to support specialized financial needs and lasting relationships.
- Educate clients about self-service banking options.
- Support the Branch Manager with branch operations, including loss control, compliance, and audits.
- Review branch operations and keep the branch team informed about policies and procedures.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
