Branch Operations Lead East Bay Valley Market- Oakland, CA
About The Position
As a Branch Operations Lead in a Chase Branch, you support branch operations in partnership with the Branch Manager, branch employees, and specialists. You help ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role combines client service with operational leadership: assisting clients with transactions, introducing self-service banking options, and building lasting relationships. You review branch operations and keep the team informed about policies and procedures. You also support control expectations and help maintain a welcoming branch environment. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program. Travel may be required for in-person training and meetings.
Requirements
- Adhere to policies, procedures, and regulatory banking requirements.
- Maintain attention to detail and organization while managing multiple tasks.
- Demonstrate leadership and operational proficiency, ensure transaction accuracy, and work collaboratively.
- Educate and inform branch team members and partners.
- Build meaningful client relationships, educate clients, and refer them to specialists 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, and schedule meetings to build trusted relationships.
- Communicate clearly and politely, understand 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 promptly and accurately while following bank policies and procedures.
- Connect clients with branch employees and specialists to support their financial needs and provide seamless service.
- Introduce clients to self-service banking options.
- Work with the Branch Manager to support branch operations and maintain standards for loss control, compliance, and audits.
- Educate the branch team and partners and keep them informed about policies and procedures.
Benefits
- Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
