Branch Operations Lead - Charleston Market - Charleston, SC

JPMorganChase•Charleston, SC
•Onsite

About The Position

As a Branch Operations Lead in a Chase branch, you will work closely with the Branch Manager, branch employees, and other experts to ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. You will help create a welcoming client experience, build lasting relationships, and introduce clients to self-service banking options. The role includes assisting clients with transactions, managing lobby flow, scheduling meetings, and resolving client issues. You will lead branch operations, including managing cash devices such as the cash vault and ATM, and help maintain high standards for loss control, compliance, and audits. You will also review branch operations and keep the branch team informed about policies and procedures. 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 travel as required for in-person training and meetings.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organization, with the 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 needed.

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 assist clients.
  • Lead branch operations, including managing the cash vault and ATM.
  • Resolve client issues promptly and consistently while following bank policies and procedures.
  • Connect clients with branch employees and experts to support specialized financial needs and build lasting relationships.
  • Introduce clients to self-service banking options.
  • Support branch operations with the Branch Manager, maintaining standards for loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.
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