Branch Operations Lead - Greater Milwaukee - Mequon, WI

JPMorgan Chase & Co. • Mequon, WI

4d • Onsite

About The Position

As a Branch Operations Lead in a Chase branch, you support branch operations in close partnership with the Branch Manager, branch employees, and other experts. You help ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements.

The role combines client service and operational leadership. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations and keep the branch team informed about policies and procedures, helping the branch meet control expectations and provide a welcoming client experience.

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 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 transaction accuracy and collaborative teamwork.
• Ability and interest in educating the branch team and partners about relevant information.
• Ability to build client relationships, 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 an 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, including checking clients into the waiting queue and anticipating their needs.
• Lead branch operations, including managing cash devices such as the cash vault and ATM.
• Resolve client issues promptly and effectively while adhering to bank policies and procedures.
• Introduce clients to the branch team and work collaboratively to support specialized financial needs and lasting relationships.
• Share self-service banking options to simplify clients’ banking and account access.
• Work with the Branch Manager to support branch operations and maintain standards for 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.

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. Additional benefits and programs may be available based on eligibility.

What This Job Offers

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