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

JPMorganChase•San Antonio, TX

2d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and other experts to oversee branch operations and help create a welcoming, inclusive experience for clients. You will handle client financial transactions accurately and carefully while following bank policies, procedures, and regulatory requirements. You will also help clients build lasting relationships with the branch team and learn about self-service banking options. The role includes leading daily branch operations, managing cash devices, supporting loss control, compliance, and audit standards, and keeping the branch team informed about policies and procedures. Before placement in the role, you must successfully complete the Branch Operations Lead Training Program. 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.
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 willingness to educate the branch team and partners about policies and procedures.
Strong client engagement and relationship-building skills, including educating clients and referring them to experts when appropriate.
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, 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 client needs and help them effectively.
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 help them access specialized financial support.
Educate clients about self-service banking options.
Support the Branch Manager in maintaining loss control, compliance, and audit standards and ensuring secure, smooth branch operations.
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.