About The Position

As a Branch Operations Lead at a Chase branch, you help create a welcoming client and employee experience while ensuring that financial transactions are handled accurately and with care. You work closely with the Branch Manager, branch employees, and other experts to build client relationships, introduce clients to self-service banking options, and support the branch team. The role leads day-to-day branch operations, including managing cash devices and maintaining standards for loss control, compliance, and audits. You help keep the team informed about policies and procedures, resolve client issues, and ensure that operations are conducted securely and in accordance with bank requirements. Successful completion of the Branch Operations Lead Training Program is required before placement in the role, and 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 as a Branch Operations Lead.
  • Ability to adhere to banking policies, procedures, and regulatory requirements.
  • Attention to detail, organization, and ability to manage multiple tasks.
  • Leadership and operational proficiency, including ensuring transaction accuracy.
  • Ability to work collaboratively and educate branch colleagues and partners.
  • Ability to build client relationships, educate clients, and refer them to appropriate experts.

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 anticipate client needs while checking them into the waiting queue.
  • Communicate clearly and politely to understand and address client needs.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and accurately while following bank policies and procedures.
  • Introduce clients to branch team members and work with the team to address specialized financial needs and build lasting relationships.
  • Educate clients about self-service banking options.
  • Support the Branch Manager in maintaining loss control, compliance, and audit standards and ensuring secure, smooth branch operations.
  • Keep the branch team informed about policies and procedures.
  • Travel as required for in-person training and meetings.
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