Branch Operations Lead, San Antonio East Market, San Antonio, TX

JPMorgan Chase & Co. • San Antonio, TX

2d • Onsite

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 expert teams. You ensure client financial transactions are handled accurately and with care while following bank policies, procedures, and regulatory requirements. The role includes assisting clients with transactions, introducing self-service banking options, and building trusted client relationships.

You review branch operations and keep the team informed about policies and procedures. You help the branch meet control expectations and maintain a welcoming client experience. The role requires successful completion of the Branch Operations Lead Training Program before placement, as well as travel as 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.
• Adherence to policies, procedures, and regulatory banking requirements.
• Strong attention to detail and organizational skills, including the ability to manage multiple tasks.
• Leadership skills and operational proficiency, with a focus on transaction accuracy and teamwork.
• Ability and interest in educating branch team members and partners.
• Ability to build client connections, educate clients, 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, identify 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.
• Introduce clients to branch team members and work collaboratively to address specialized financial needs.
• Explain self-service banking options to clients.
• Support the Branch Manager in branch operations, loss control, compliance, audits, and secure branch operations.
• Review branch operations and keep the branch team informed about policies and procedures.
• Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.

Benefits

• Competitive total rewards package, including base salary based on 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED