Branch Operations Lead - LBJ & Abrams - Dallas, TX
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 clients with a welcoming, helpful experience. You will handle client financial transactions accurately and carefully, follow bank policies and regulatory requirements, introduce clients to self-service banking options, and build lasting client relationships. You will also review branch operations and keep the branch team informed about current policies and procedures. The role includes completing the Branch Operations Lead Training Program before placement and traveling as 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.
- Ability to adhere to policies, procedures, and regulatory banking requirements.
- Attention to detail and strong organizational skills to manage multiple tasks.
- Leadership skills and operational proficiency, including ensuring transaction accuracy.
- Ability to work collaboratively and educate branch team members and partners.
- Ability to build client relationships, educate clients, and refer them to experts when needed.
- 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 provide an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
- Communicate clearly and politely, anticipate client needs, and build trusted relationships.
- 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 employees and experts to support specialized financial needs.
- Educate clients about self-service banking options.
- Support branch operations with the Branch Manager, including loss control, compliance, audits, and secure branch operations.
- Review branch operations and keep the branch team informed about policies and procedures.
- Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
