Branch Operations Lead, New Build Bartow Branch, Bartow, FL

JPMorgan Chase & Co. • Bartow, FL

2d • Onsite

About The Position

At Chase, the Branch Operations Lead works at the heart of branch operations in close partnership with the Branch Manager, branch employees, and specialist teams. The role helps ensure clients’ financial transactions are handled accurately and carefully while complying with bank policies, procedures, and regulatory requirements.

The position combines client service with operational leadership. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, and builds lasting relationships. The role also reviews branch operations, keeps the team informed about current policies and procedures, and helps the branch meet control expectations. Successful completion of the Branch Operations Lead Training Program is required before placement, and 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 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 collaboration.
• Ability and willingness to educate branch employees and partners.
• Ability to build client relationships, educate clients, and refer them to specialist teams when appropriate.
• Successful completion of the Branch Operations Lead Training Program before placement.
• 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 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 clients’ needs, and manage their check-in and place in the waiting queue.
• Lead branch operations, including management of cash devices such as the cash vault and ATM.
• Resolve client issues promptly and effectively while adhering to bank policies and procedures.
• Introduce clients to branch colleagues and work with the team to address specialized financial needs and build lasting relationships.
• Explain self-service banking options that allow clients to access their accounts at any time.
• Work with the Branch Manager on branch operations, loss control, compliance, and audits.
• Educate and inform branch employees and partners 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

What This Job Offers

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