Branch Operations Lead - Greater Milwaukee - Mequon, WI

JPMorganChase•Mequon, WI

3d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and other experts to support branch operations and provide an exceptional client experience. You help ensure financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build trusted relationships. You also review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations. Successful completion of the Branch Operations Lead Training Program is required before placement in the role, and 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 adhere to policies, procedures, and regulatory banking requirements.
Attention to detail and strong organizational skills 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 needed.
Ability to travel as required for in-person training and meetings.
Successful completion of the Branch Operations Lead Training Program before placement.

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, and schedule meetings to build trusted relationships.
Communicate clearly and politely, understand client needs, and manage the waiting queue to support a smooth visit.
Lead branch operations, including managing cash devices such as the cash vault and ATM.
Resolve client issues promptly and effectively while following bank policies and procedures.
Connect clients with branch team members and help address specialized financial needs.
Introduce clients to self-service options for accessing their accounts.
Support the Branch Manager with branch operations, loss control, compliance, and audits.
Review branch operations and keep the branch team informed about current policies and procedures.
Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.