Branch Operations Lead - Santa Monica Market - Pacific Palisades, CA
About The Position
As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and subject-matter experts to ensure client financial transactions are handled accurately and carefully in accordance with policies, procedures, and regulatory requirements. You will assist clients with transactions, introduce self-service banking options, and build lasting client relationships. You will also review branch operations and keep the team informed about policies and procedures, helping the branch meet control expectations. The role supports a welcoming client experience and smooth, secure branch operations. Before placement, you must successfully complete the Branch Operations Lead Training Program. Travel may be required for in-person training and meetings. The position is subject to Section 19 of the Federal Deposit Insurance Act, and an offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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 adhere to policies, procedures, and regulatory banking requirements.
- Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
- Leadership and operational proficiency, including transaction accuracy and effectiveness in a collaborative team environment.
- Ability and interest in educating branch team members and partners about relevant information.
- Ability to build client relationships, educate clients, and refer them to experts when appropriate.
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 to understand and address client needs, check clients into the waiting queue, and help ensure smooth visits.
- 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.
- Introduce clients to branch team members and work with the team to provide seamless service and support specialized financial needs.
- Educate clients about self-service banking options.
- Work with the Branch Manager on branch operations, loss control, compliance, and audits.
- Keep the branch team informed about policies and procedures and support the branch in meeting control expectations.
Benefits
- Competitive total rewards package, including 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
