About The Position

At Chase, the Branch Operations Lead helps create a welcoming, valued, and inclusive experience for clients and employees. Working closely with the Branch Manager, branch employees, and other experts, this role supports precise and careful handling of client financial transactions while following bank policies, procedures, and regulatory requirements. The position combines client service and relationship-building with leadership of daily branch operations, including sharing self-service banking options and keeping the team informed about operational policies and procedures. The Branch Operations Lead helps the branch meet control expectations and operate smoothly and securely. The role requires completion of the Branch Operations Lead Training Program before placement. 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.
  • Complete the Branch Operations Lead Training Program before placement.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Maintain attention to detail and stay organized while managing multiple tasks.
  • Demonstrate leadership and operational proficiency, including transaction accuracy.
  • Educate and keep branch team members and partners informed.
  • Build client relationships, educate clients, and refer them to experts when needed.

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 help clients through the waiting queue.
  • Communicate politely and clearly to understand and address client needs and build trusted relationships.
  • 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 help address specialized financial needs.
  • Educate clients about self-service banking options.
  • Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about current policies and procedures.
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