Branch Operations Lead-Lakeside Branch-Houston, TX

JPMorganChase•Houston, TX

3d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you help create a welcoming experience for clients and employees while ensuring financial transactions are handled accurately and in accordance with bank policies, procedures, and regulatory requirements. You work closely with the Branch Manager, branch employees, and specialists to support client service and day-to-day branch operations. The role includes assisting clients with transactions, introducing them to self-service banking options, and building relationships by connecting them with the branch team and relevant experts. You also review branch operations and keep the team informed about policies and procedures. Your leadership supports strong controls, compliance, audits, and loss prevention. Successful completion of the Branch Operations Lead Training Program is required before placement, 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.
Adherence to policies, procedures, and regulatory banking requirements.
Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
Leadership and operational skills, with a focus on transaction accuracy and collaborative teamwork.
Ability and interest in educating branch team members and partners about relevant information.
Ability to build client relationships, educate clients, and refer them to specialists when appropriate.
Ability to travel as required for in-person training and meetings.
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 exceptional client experiences.
Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into 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 employees and coordinate service for specialized financial needs.
Educate clients about self-service banking options.
Support the Branch Manager in maintaining loss control, compliance, audit readiness, and smooth, secure branch operations.
Review branch operations and keep the branch team informed about current policies and procedures.
Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.