Branch Operations Lead, State College Northland Center, State College, PA

JPMorganChase•State College, PA

8d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create memorable experiences for clients and employees by building relationships, providing attentive service, and supporting branch operations. Working closely with the Branch Manager, branch employees, and the team of experts, this role ensures financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The position involves assisting clients with transactions, introducing self-service banking options, and building lasting client relationships. It also includes reviewing branch operations and keeping the team informed about policies and procedures. The Branch Operations Lead helps the branch meet control expectations and maintain a welcoming atmosphere. 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 adhere to policies, procedures, and regulatory banking requirements.
Attention to detail and strong organizational skills to manage multiple tasks.
Leadership skills and operational proficiency, including ensuring transaction accuracy.
Ability to work collaboratively and educate branch team members and partners.
Ability to build client relationships, educate clients, and refer them to the team of experts when appropriate.
Ability to travel as required for in-person training and meetings.
Successful completion of the Branch Operations Lead Training Program before placement.

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 anticipate client needs while checking them into the waiting queue.
Communicate clearly and politely to understand and help clients.
Lead branch operations, including managing cash devices such as the cash vault and ATM.
Resolve client issues promptly and effectively while following bank policies and procedures.
Introduce clients to branch employees and work together to address specialized financial needs and build lasting relationships.
Explain self-service options that help clients access their accounts at any time.
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.
Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.