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 ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. You will assist clients with transactions, introduce self-service banking options, and build trusted client relationships. You will also review branch operations and keep the team informed about current policies and procedures. Your leadership will help the branch meet control expectations and provide a welcoming client experience. You will lead branch operations, including managing cash devices, and support loss control, compliance, and audits. Before placement as a Branch Operations Lead, you must successfully complete the Branch Operations Lead Training Program and be able to travel 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.
  • Successfully complete 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, with the ability to manage multiple tasks.
  • Leadership and operational proficiency, including transaction accuracy and collaborative teamwork.
  • Ability and interest in educating branch team members and partners about policies and procedures.
  • Ability to build client relationships, educate clients, and refer them to the appropriate team 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 build trusted relationships.
  • Communicate clearly and politely, understand client needs, and help clients navigate the branch, including the waiting queue.
  • Lead branch operations, including management of the cash vault and ATM.
  • Resolve client issues promptly and effectively while following bank policies and procedures.
  • Introduce clients to branch employees and coordinate service for specialized financial needs.
  • Educate clients about self-service banking options.
  • Support the Branch Manager with branch operations, loss control, compliance, and audits.
  • 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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