About The Position

The Branch Operations Lead supports day-to-day operations in a Chase branch, working closely with the Branch Manager, branch employees, and internal experts. The role ensures financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The position also contributes to a welcoming client experience by assisting with transactions, promoting self-service banking options, and building lasting client relationships. The Branch Operations Lead reviews branch operations, keeps the team informed about policies and procedures, and helps the branch meet control expectations. The role includes managing cash devices, resolving client issues, supporting compliance and audit requirements, and helping maintain a smooth and secure branch environment. Successful completion of the Branch Operations Lead Training Program is required before placement. 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.
  • Adherence to policies, procedures, and regulatory banking requirements.
  • Attention to detail, organization, and ability to manage multiple tasks effectively.
  • Leadership skills and operational proficiency, including ensuring transaction accuracy and working collaboratively.
  • Ability and willingness to educate branch team members and partners about relevant information.
  • 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 and vibrant 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 with clients, understand their needs, and manage their 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 effectively while following bank policies and procedures.
  • Introduce clients to branch employees and collaborate to address specialized financial needs and strengthen client relationships.
  • Explain self-service banking options to clients so they can access their accounts at any time.
  • Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team 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
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity
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