About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and specialists to ensure clients’ financial transactions are handled accurately and with care while following bank policies, procedures, and regulatory requirements. The role combines client service and relationship-building with leadership of daily branch operations. You will assist clients with transactions, introduce them to self-service banking options, and help them connect with the branch team for specialized financial needs. You will also review branch operations and keep the team informed about policies and procedures. The position supports strong loss control, compliance, audit readiness, and operational standards. Successful candidates must complete the Branch Operations Lead Training Program before placement and be able to travel as required for in-person training and meetings. The role requires working branch hours, including weekends and evenings.

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.
  • Commitment to following policies, procedures, and regulatory banking requirements.
  • Attention to detail and strong organizational skills, including the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy and collaborative teamwork.
  • Ability and interest in educating branch team members and partners about policies and procedures.
  • Strong client engagement and relationship-building skills, including educating clients and referring them to specialists when appropriate.
  • 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.
  • Mandarin and English bilingual ability.

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 with clients to understand and address their needs, including checking them into the waiting queue and helping ensure a smooth visit.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and accurately while adhering to bank policies and procedures.
  • Connect clients with branch colleagues and specialists to support specialized financial needs and seamless service.
  • Explain self-service banking options to help clients access their accounts at any time.
  • Support the Branch Manager in maintaining loss-control, compliance, and audit standards and ensuring secure, smooth 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.

Benefits

  • Competitive total rewards package, including 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.
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