Branch Operations Lead - Chicago North Shore Market - Evanston, IL

JPMorganChase•Evanston, IL

3d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and experts to support branch operations and provide a welcoming, effective client experience. You will help ensure financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role includes assisting clients with transactions, introducing self-service banking options, and building lasting client relationships. You will also review branch operations and keep the branch team informed about current policies and procedures. You must complete the Branch Operations Lead Training Program before being considered for placement and be able to travel as 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.
Adherence to policies, procedures, and regulatory banking requirements.
Attention to detail, organization, and ability 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 experts when needed.
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, schedule meetings, and check clients into the waiting queue.
Communicate clearly and politely to understand and address client needs, building trusted relationships.
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 collaborate to support specialized financial needs.
Educate clients about self-service banking options.
Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
Keep the branch team informed about policies and procedures.
Complete the Branch Operations Lead Training Program before consideration for placement.
Travel as required for in-person training and meetings.