Branch Operations Lead, New Build Bartow Branch, Bartow, FL

JPMorganChase • Bartow, FL

2d • Onsite

About The Position

At Chase, the Branch Operations Lead helps create memorable experiences for clients and employees by building relationships, providing welcoming service, and supporting a diverse and inclusive environment. Working closely with the Branch Manager, branch employees, and other experts, the role helps ensure client transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements.

The role combines client-facing service with operational leadership. Duties include assisting clients with transactions, introducing self-service banking options, reviewing branch operations, and keeping the branch team informed about policies and procedures. The Branch Operations Lead helps ensure the branch meets control expectations and operates smoothly and securely.

Before placement, the candidate must successfully complete the Branch Operations Lead Training Program and be able to 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.
• Ability to travel as required for in-person training and meetings.
• Successfully complete the Branch Operations Lead Training Program before placement.
• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain attention to detail and organization while managing multiple tasks.
• Demonstrate leadership and operational proficiency, including transaction accuracy, and work collaboratively.
• Educate the branch team and partners and keep them informed.
• Build client relationships, educate clients, and refer them to the team of 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, demonstrate care during interactions, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
• Communicate clearly and politely to understand and address client needs.
• 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 build relationships and assist with specialized financial needs.
• Educate clients about self-service banking options.
• Work with the Branch Manager on branch operations, loss control, compliance, and audits.
• Review branch operations and keep the branch team informed about policies and procedures.

What This Job Offers

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