Branch Operations Lead - Silicon Valley Market - Cupertino, CA and Surrounding Areas
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 policies, procedures, and regulatory requirements. You will assist clients with transactions, introduce self-service banking options, and build lasting client relationships. You will also review branch operations and keep the branch team informed about current policies and procedures, helping ensure the branch meets control expectations. The role includes supporting the branch’s daily operations and client experience, managing cash devices such as the cash vault and ATM, addressing client issues, and helping maintain standards for loss control, compliance, and audits. You must complete the Branch Operations Lead Training Program before placement and be able to travel as required for in-person training and meetings. The role is based in Cupertino, California, and surrounding areas, in the Silicon Valley Market.
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 adhere to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
- Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
- Passion for educating branch team members and partners.
- Ability to build client connections, educate clients, and refer them to specialists when appropriate.
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 deliver an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
- Communicate politely and clearly to understand client needs, check clients 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 quickly and effectively while adhering to bank policies and procedures.
- Introduce clients to the branch team and coordinate service for specialized financial needs.
- Explain self-service banking options to clients.
- Support the Branch Manager in maintaining operational standards for loss control, compliance, and audits.
- Educate the branch team and partners and keep them informed about policies and procedures.
Benefits
- Competitive total rewards package, including base salary based on role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
