About The Position

As a Branch Operations Lead in a Chase Branch, you support branch operations and work closely with the Branch Manager, branch employees, and teams of experts. You help ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role combines client service—including assisting with transactions, introducing clients to self-service options, and building relationships—with reviewing branch operations and keeping the branch team informed about policies and procedures. You help the branch meet control expectations and maintain a positive client experience. The role requires successful completion of the Branch Operations Lead Training Program before placement, and 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.
  • 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 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 relationships, educate clients, and refer them to appropriate experts.

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, understand client needs, and check clients into the waiting queue.
  • Lead branch operations, including management of 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 collaborate to support specialized financial needs.
  • Educate clients about self-service options for accessing their accounts.
  • Work with the Branch Manager on branch operations, 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.
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