About The Position

As a Branch Operations Lead in a Chase branch, you will work closely with the Branch Manager, branch employees, and subject-matter experts to support branch operations and provide a welcoming client experience. You will help ensure financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines assisting clients with transactions, introducing self-service banking options, and building lasting client relationships with reviewing branch operations and keeping the team informed about policies and procedures. You will help the branch meet control expectations and maintain a positive environment for clients and employees. The role requires successful completion of the Branch Operations Lead Training Program before placement. Travel is required as needed 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.
  • Ability to adhere to policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy and effective teamwork.
  • Ability and willingness to educate branch team members and partners.
  • Ability to build client connections, educate clients, and refer them to experts 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 check clients into the waiting queue.
  • Communicate politely and clearly to understand clients’ needs and help them effectively.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and consistently while following bank policies and procedures.
  • Introduce clients to the branch team and work together to support specialized financial needs and build lasting relationships.
  • Explain self-service banking options so clients can access their accounts at any time.
  • Support the Branch Manager in maintaining loss control, compliance, audit standards, and secure, smooth branch operations.
  • Review branch operations and keep the branch team informed about policies and procedures.
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