About The Position

As a Branch Operations Lead at Chase, you will help create a welcoming and memorable experience for clients and employees while supporting daily branch operations. You will work closely with the Branch Manager, branch employees, and other experts to ensure client transactions are handled accurately and carefully in accordance with policies, procedures, and regulatory requirements. You will also help clients discover self-service banking options and build lasting relationships. The role includes assisting clients with transactions, managing lobby flow, and scheduling meetings, as well as reviewing branch operations and keeping the team informed about policies and procedures. You will help the branch meet control expectations and maintain high 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, with the ability 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 relationships with clients, educate them, and refer them to experts when appropriate.
  • Successful completion of 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 exceptional client experience.
  • Greet clients and make them feel valued and appreciated.
  • Assist clients with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
  • Communicate clearly and politely to understand and address clients’ needs.
  • Check clients into the waiting queue and help ensure a smooth visit.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively while following bank policies and procedures.
  • Introduce clients to branch team members and work with the team to support specialized financial needs.
  • Share self-service banking options to simplify clients’ access to their accounts.
  • Work with the Branch Manager to support branch operations and maintain standards for loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about current policies and procedures.
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