About The Position

As a Branch Operations Lead in a Chase Branch, you will help ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. Working closely with the Branch Manager, branch employees, and specialists, you will support a welcoming branch environment and help clients build lasting relationships with the team. You will assist with transactions, manage lobby flow, schedule meetings, and introduce clients to self-service banking options. You will lead branch operations, including managing cash devices such as the cash vault and ATM, resolving client issues, and helping the branch meet its loss-control, compliance, and audit standards. You will also review branch operations and keep the team informed about current policies and procedures. Completion of the Branch Operations Lead Training Program is required before placement in the role, 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 travel as required for in-person training and meetings.
  • Must successfully complete the Branch Operations Lead Training Program before placement in the role.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organization, including the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, with an emphasis on transaction accuracy and teamwork.
  • Ability to educate and inform branch team members and partners.
  • 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, schedule meetings, and help clients move through the waiting queue.
  • Communicate clearly and politely to understand and address clients’ needs.
  • 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 branch team members and collaborate to support specialized financial needs and lasting relationships.
  • Explain self-service banking options to help clients access their accounts at any time.
  • Work with the Branch Manager to support branch operations and maintain loss-control, compliance, and audit standards.
  • Review branch operations and keep the branch team informed about policies and procedures.
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