Branch Operation Lead - Bellmore Ave and Peach - East Meadow, NY
About The Position
As a Branch Operations Lead at Chase, you support the day-to-day operations of a branch in close partnership with the Branch Manager, branch employees, and other specialists. You help ensure client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. You also create welcoming client experiences, build relationships, and introduce clients to self-service banking options. The role includes assisting clients with transactions, managing lobby flow, scheduling meetings, overseeing cash devices such as the cash vault and ATM, resolving client issues, and keeping the branch team informed about policies and procedures. You help maintain standards for loss control, compliance, and audits. 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 skills and operational proficiency, with a focus on transaction accuracy and teamwork.
- Ability and willingness to educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to specialists as needed.
- Successfully complete the Branch Operations Lead Training Program before placement.
- Ability to travel as required for in-person training and meetings.
Nice To Haves
- At least 6 months of Associate Banker (Teller) experience.
- College degree or military equivalent.
Responsibilities
- Work 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, understand client needs, and manage clients’ check-in to the waiting queue.
- 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.
- Connect clients with branch colleagues and specialists for seamless service and specialized financial needs.
- Introduce clients to self-service options for accessing their accounts.
- Support branch operations with the Branch Manager, maintaining standards for loss control, compliance, and audits.
- Keep the branch team informed about 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
