About The Position

As a Branch Operations Lead in a Chase Branch, you will help create a welcoming experience for clients and employees while supporting precise, secure, and compliant branch operations. Working closely with the Branch Manager, branch employees, and other experts, you will assist clients with transactions, introduce them to self-service banking options, and help build lasting relationships. The role combines direct client service with operational leadership. You will manage cash devices, including the cash vault and ATM; address client issues; help keep the branch team informed about policies and procedures; and support loss control, compliance, and audit standards. Successful completion of the Branch Operations Lead Training Program is required before placement. 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.
  • Ability to travel as required for in-person training and meetings.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Strong attention to detail, organization, leadership, and operational proficiency.
  • Ability to ensure transaction accuracy and work collaboratively.
  • Ability to educate branch team members and partners and keep them informed.
  • Ability to 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 check clients into the waiting queue.
  • Communicate clearly and politely to understand client needs and build trusted relationships.
  • 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 team members to support specialized financial needs and seamless service.
  • Introduce clients to self-service banking options.
  • Support the Branch Manager in maintaining loss control, compliance, and audit standards.
  • Keep the branch team informed about current policies and procedures.
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