Branch Operations Lead - Santa Clarita Market - Stevenson Ranch, CA
About The Position
As a Branch Operations Lead in a Chase branch, you support branch operations in close partnership with the Branch Manager, branch employees, and other specialists. You help ensure client financial transactions are handled accurately and carefully, in compliance with bank policies, procedures, and regulatory requirements. The role combines client service and relationship-building with operational leadership, including helping clients use self-service banking options and keeping the team informed about current policies and procedures. You help create a welcoming branch experience, assist clients with transactions and lobby flow, schedule meetings, and connect clients with branch teammates and specialists for additional financial needs. You lead operational activities such as managing cash devices, resolving client issues, and supporting loss control, compliance, and audit standards. Completion of the Branch Operations Lead Training Program is required before placement. Travel is required as needed for in-person training and meetings. Employment offers are contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act. Compensation may include base salary and, for eligible roles, commission-based pay or discretionary incentives. Benefits are subject to eligibility.
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.
- Adherence to policies, procedures, and regulatory banking requirements.
- Attention to detail, organization, and ability to manage multiple tasks.
- Leadership and operational proficiency, including transaction accuracy and collaborative teamwork.
- Ability to build client relationships, 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 exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate politely and clearly, understand client needs, and manage check-in to the waiting queue.
- Lead branch operations, including managing cash devices such as the cash vault and ATM.
- Resolve client issues promptly and accurately while following bank policies and procedures.
- Introduce clients to the branch team and collaborate to address specialized financial needs.
- Educate clients about self-service banking options.
- Support the Branch Manager in branch operations, loss control, compliance, and audits.
- Help educate the branch team and partners and keep them informed about policies and procedures.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Commission-based pay and/or discretionary incentive compensation may be available in eligible roles
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
