Branch Operations Lead - Punta Gorda - Punta Gorda, FL

JPMorgan Chase & Co. • Punta Gorda, FL

6d • Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you support branch operations in close collaboration with the Branch Manager, branch employees, and other specialists. You help ensure clients’ financial transactions are handled accurately and carefully in accordance with company policies, procedures, and regulatory requirements. The role combines client service—including assisting with transactions and introducing clients to self-service banking—with operational leadership and support for the branch team.

You help review branch operations, keep the team informed about policies and procedures, and uphold control expectations. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program. Travel is required as needed 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.
• Adherence to policies, procedures, and regulatory banking requirements.
• Attention to detail, organization, and ability to manage multiple tasks.
• Leadership skills and operational proficiency, including transaction accuracy.
• Ability to work collaboratively and educate the branch team 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.

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 provide clients with an exceptional experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Communicate with clients to understand their needs, check them into the waiting queue, and help ensure a smooth visit.
• Lead branch operations, including managing 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 team members and work with the team to provide seamless service and support specialized financial needs.
• Explain self-service banking options to clients.
• Work with the Branch Manager to support branch operations, including loss control, compliance, and audits.
• Review branch operations and keep the branch team informed about current policies and procedures.

Benefits

• Competitive total rewards package, with 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.

What This Job Offers

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