Branch Operations Lead - Chestnut Hill Branch - Philadelphia, PA

JPMorganChase • Philadelphia, PA

4d • Onsite

About The Position

At Chase, Branch Operations Leads help create welcoming, memorable experiences for clients and employees while building lasting relationships and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and other experts, the role ensures client financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements.

The role combines client service with branch operations leadership. The Branch Operations Lead assists clients with transactions, introduces them to self-service banking options, and builds relationships. The position also reviews branch operations, keeps the branch team informed about policies and procedures, and helps the branch meet control expectations. 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

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain attention to detail and strong organizational skills while managing multiple tasks.
• Demonstrate leadership and operational proficiency, ensure transaction accuracy, and work collaboratively.
• Educate the branch team and partners and keep them informed.
• Build client connections, educate clients, and refer them to the appropriate team experts when needed.
• At least 1 year of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and evenings.
• 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

• Collaborate with the Branch Manager to create a welcoming branch atmosphere and provide exceptional client experiences.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
• Communicate clearly and politely, anticipate client needs, and check clients into the waiting queue.
• Lead branch operations, including managing cash devices such as the cash vault and ATM.
• Resolve client issues quickly and effectively while adhering to bank policies and procedures.
• Introduce clients to branch employees and work with the team to address specialized financial needs.
• Share self-service banking options to simplify clients' access to their accounts.
• Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
• Review branch operations and keep the team informed about policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED