Branch Operations Lead - US 441 and CR 25 (New Build) - Lady Lake, FL

JPMorgan Chase & Co. • Lady Lake, FL

2d • Onsite

About The Position

As a Branch Operations Lead at Chase, you will support day-to-day branch operations in close partnership with the Branch Manager, branch employees, and subject-matter experts. You will help ensure clients' financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines client service and relationship-building with operational leadership, including introducing clients to self-service banking options and keeping the branch team informed about current policies and procedures.

You will help create a welcoming branch environment, assist clients with transactions and lobby flow, manage branch cash devices, resolve client issues, and support specialized financial needs through collaboration with the branch team. You will also work with the Branch Manager to maintain strong loss-control, compliance, and audit standards. 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.
• Ability to travel as required for in-person training and meetings.
• Successfully complete the Branch Operations Lead Training Program before placement.
• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain attention to detail and organization while managing multiple tasks.
• Demonstrate leadership and operational proficiency, ensure transaction accuracy, and work collaboratively.
• Educate and inform branch team members and partners.
• Build client connections, educate clients, and refer them to the appropriate 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 an exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
• Communicate clearly and politely to understand clients' 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 following bank policies and procedures.
• Introduce clients to branch team members and collaborate to provide seamless service and support specialized financial needs.
• Explain self-service banking options to help clients 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 current policies and procedures.

Benefits

• Competitive total rewards package, with base salary determined by 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: Mid Level
• Education Level: High school or GED