Branch Operations Lead - Santa Clarita Market - Stevenson Ranch, CA

JPMorganChase • Stevenson Ranch, CA

2d • Onsite

About The Position

At Chase, the Branch Operations Lead helps create welcoming, memorable experiences for clients and employees while building lasting relationships and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and experts, this role ensures client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements.

The role combines client service with operational leadership. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, and helps build trusted relationships. The position also includes reviewing branch operations, keeping the team informed about policies and procedures, and helping the branch meet control expectations. The employee must complete the Branch Operations Lead Training Program before being considered for placement and must be able to travel as required for in-person training and meetings.

This 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.
• Ability to travel as required for in-person training and meetings.
• Successful completion of the Branch Operations Lead Training Program before consideration for placement.
• Adherence to policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills to manage multiple tasks.
• Leadership skills and operational proficiency, including transaction accuracy.
• Ability to educate and inform branch team members and partners.
• Ability to build client connections, 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 experiences.
• Greet clients, demonstrate care, assist with transactions, manage lobby flow, schedule meetings, and anticipate client needs while checking them into the waiting queue.
• Communicate clearly and politely to understand and address client needs.
• Lead branch operations, including managing cash devices such as the cash vault and ATM.
• Resolve client issues promptly and consistently while following bank policies and procedures.
• Introduce clients to branch employees and work collaboratively to support specialized financial needs and lasting relationships.
• Educate clients about self-service options that allow them to access accounts at any time.
• Work with the Branch Manager on branch operations, loss control, compliance, and audits.
• Review branch operations and keep the branch team informed about current policies and procedures.

What This Job Offers

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