Branch Operations Lead - Fresno Market - Turlock, CA and Surrounding Areas

JPMorganChase•Turlock, CA

8d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create welcoming, memorable experiences for clients and employees while supporting accurate, compliant branch operations. The role works closely with the Branch Manager, branch employees, and specialist teams to handle clients’ financial transactions with care and meet bank policies, procedures, and regulatory requirements. The position combines client service with operational leadership. The Branch Operations Lead assists clients with transactions, manages lobby flow, introduces clients to self-service banking options, and helps build lasting relationships. The role also leads branch operations, manages cash devices, keeps the team informed about policies and procedures, and supports loss control, compliance, and audit standards. Successful completion of the Branch Operations Lead Training Program is required before placement in the role. 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, organization, leadership, and operational proficiency.
Ability to maintain transaction accuracy and work collaboratively.
Ability to educate branch team members and partners and keep them informed.
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 help clients navigate the waiting queue.
Communicate clearly and politely to understand clients’ needs, resolve issues promptly, and build trusted relationships.
Lead branch operations, including managing cash devices such as the cash vault and ATM.
Adhere to bank policies and procedures while maintaining accurate, consistent transaction handling.
Introduce clients to branch employees and coordinate support for specialized financial needs.
Educate clients about self-service banking options.
Support the Branch Manager with branch operations, loss control, compliance, and audit standards.
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.