About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and specialists to ensure clients’ financial transactions are handled accurately and carefully in accordance with policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations and keep the branch team informed about current policies and procedures, helping the branch meet control expectations and provide a welcoming client experience. The role includes leading branch operations, managing cash devices such as the cash vault and ATM, resolving client issues, and supporting loss control, compliance, and audits. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program and be able to travel as required for in-person training and meetings. The position is subject to Section 19 of the Federal Deposit Insurance Act; an employment offer is contingent on JPMorganChase’s review of criminal conviction history, 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.
  • Adherence to policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organizational skills, with the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy and the ability to work collaboratively.
  • Ability and interest in educating branch team members and partners.
  • Ability to build client relationships, educate clients, and refer them to specialists when appropriate.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Ability to travel as required for in-person training and meetings.
  • 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 deliver an exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
  • Communicate clearly and politely, understand client needs, and manage client check-in and the waiting queue.
  • Lead branch operations, including managing the cash vault and ATM, and resolve client issues in accordance with bank policies and procedures.
  • Introduce clients to branch team members and work together to support specialized financial needs and lasting relationships.
  • Explain self-service banking options to clients so they can access their accounts at any time.
  • Support the Branch Manager across branch operations, including loss control, compliance, and audits.
  • 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.

Benefits

  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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