Branch Operations Lead - Silicon Valley Market - Cupertino, CA and Surrounding Areas

JPMorganChase • Cupertino, CA

6h • Onsite

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 other experts. You help ensure clients’ financial transactions are handled accurately and with care while complying with bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and help build lasting client relationships. You also review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations.

The role includes completing the Branch Operations Lead Training Program before placement and traveling as required for in-person training and meetings. Employment is contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act, including pretrial diversions or program entries.

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.
• Employment offer is contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act.

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 clients with an exceptional 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 cash devices such as the cash vault and ATM.
• Resolve client issues quickly and effectively while adhering to bank policies and procedures.
• Introduce clients to branch employees and work with the team to support specialized financial needs and build lasting relationships.
• Explain self-service banking options to clients so they can access their accounts at any time.
• Work with the Branch Manager on branch operations, loss control, compliance, and audits.
• Review branch operations and keep the team informed about policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED